Service period
Without Sanka
Close dates, contract dates, billing dates, and service periods can drift apart across records.
With Sanka
Connect Salesforce opportunity terms to invoices, subscriptions, payments, and service-period records.
Run Salesforce revenue recognition and deferred revenue with AI
Give Claude or Codex Salesforce opportunities, products, contract terms, invoices, subscriptions, and payment status. Sanka prepares deferred revenue balances, recognition schedules, and accounting review.
Salesforce revenue recognition
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Overview
Connect Salesforce revenue terms to finance review
Read contract and service periods
Carry opportunity amount, product lines, start date, end date, renewal date, and billing period into RevRec review.
Prepare deferred revenue balances
Track invoiced, collected, deferred, and recognized amounts by Salesforce account, opportunity, invoice, subscription, service period, and month.
Explain monthly recognition
Build recognition schedules with calculation basis, amendments, cancellations, payment exceptions, and approval history.
Tutorial
From Salesforce opportunity to recognition schedule
- 01Pull Salesforce opportunity termsBring account, opportunity, product lines, amount, currency, billing terms, and service period details into Sanka.
- 02Prepare deferred balances and schedulesUse invoices, payments, subscriptions, amendments, and service periods to prepare deferred revenue and monthly recognition.
- 03Review and hand off to accountingFinance reviews source records, exceptions, approval history, and accounting-ready details before downstream handoff.
Compare
Salesforce revenue data needs an auditable recognition workflow
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Service period | Close dates, contract dates, billing dates, and service periods can drift apart across records. | Connect Salesforce opportunity terms to invoices, subscriptions, payments, and service-period records. |
| Deferred balance | Annual prepayments and multi-period contracts are recalculated manually by customer and month. | Track deferred revenue balances from Salesforce opportunity terms and billing evidence. |
| Recognition schedule | Monthly recognition is allocated in spreadsheets without a durable audit trail. | Prepare schedules from service period, billing status, approved changes, and review notes. |
| Amendments and disputes | Renewals, cancellations, refunds, downgrades, and payment disputes create unexplained differences. | Store recalculation basis, approvals, exception notes, and source links around each change. |
Deferred balance
Without Sanka
Annual prepayments and multi-period contracts are recalculated manually by customer and month.
With Sanka
Track deferred revenue balances from Salesforce opportunity terms and billing evidence.
Recognition schedule
Without Sanka
Monthly recognition is allocated in spreadsheets without a durable audit trail.
With Sanka
Prepare schedules from service period, billing status, approved changes, and review notes.
Amendments and disputes
Without Sanka
Renewals, cancellations, refunds, downgrades, and payment disputes create unexplained differences.
With Sanka
Store recalculation basis, approvals, exception notes, and source links around each change.
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
FAQ
Frequently asked questions
Can annual prepaid Salesforce opportunities be managed?
Yes. Sanka can track invoiced and collected amounts as deferred revenue and prepare monthly recognition over the service period.
Can Salesforce opportunity changes be reflected?
Yes. Renewals, quantity changes, amendments, cancellations, refunds, and payment disputes can be stored and used in recognition review.
Does this guarantee ASC 606 or IFRS 15 compliance?
No. Sanka keeps source records, calculation basis, approvals, and accounting-ready details together so finance and accounting teams can review their treatment.
Does this replace accounting software?
No. Sanka prepares the source data, recognition basis, and accounting-ready details that finance can review or sync downstream.