Intacct for Subscription Based Businesses

Intacct for Subscrip0on Based Businesses Mark Wunderling, Senior Product Manager, Intacct Dan Miller, VP of Product, Intacct Monika Saha, Product Marke9ng Director, Zuora

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Why We Are Here

£ Overview of Intacct’s subscrip9on billing op9ons –  See how Intacct supports your subscrip9on billing needs –  See how Salesforce combined with Intacct can bring automa9on to your

workflow –  Learn how Zuora gives you op9mal flexibility in managing your product

packaging, pricing and billing needs

£  Learn how Intacct and Zuora work together and hear about your op9ons for an Intacct / Zuora integra9on based on your business need

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Subscrip0on Billing Op0ons

£  Subscrip9on billing with Intacct –  Order management –  Powerful revenue recogni9on

£  Increase efficiency with Salesforce integra9on –  Transparent automate workflow from your sales team to

finance –  Powerful revenue recogni9on

£ Maximize flexibility with Intacct, Salesforce, and Zuora –  Automate workflow from your sales team to finance –  Flexible pricing, billing, and packaging op9ons –  Powerful revenue recogni9on

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Subscrip0on Billing with Intacct

Leverage Intacct’s flexible transac9on defini9ons in Order Management

£  For businesses with –  Basic subscrip9ons, Mul9-‐Element Arrangements (MEA), and use with

Intacct Projects –  Stable subscrip9on configura9ons

£ Handles, recurring charges, one-‐9me charges and pre-‐payment

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Understand your deferred revenue pipeline at any point 9me

£  Flexible deferred revenue op9ons –  Booking based –  Billing based

£ Rev rec support for –  Termed Subscrip9ons –  Evergreen Subscrip9ons

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£ Maximize renewal revenue –  Proac9ve and automa9c

renewal management –  Reduces revenue leakage and

improves pipeline visibility

£ Automate complex billing –  Bill according to customer or

product requirements –  Create billing schedules –  Consolidate mul9ple charges

into a single bill

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Subscrip0on Billing with Intacct Salesforce Integra0on

Unite Best-‐in-‐class front office and back office opera9ons

Automated Solu0ons

Generate sales Manage financial implica1ons of sales

Leads

Account management

Sales

Order management

Billing and collec0ons

Revenue management

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Seamlessly send new subscrip9on orders to Intacct

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1.  Order / Subscrip9ons

2.  Billing Status

3.  Payment Status

Keep sales informed with complete visibility into the complete Order-‐to-‐Cash cycle!

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Confidential and Proprietary Information. Do not distribute beyond intended audience.

Five+ Years of Incredible Growth

Zuora founded Series A; First product launched

Series B, Zuora featured in WSJ

Series C; Zuora announces 1B in

contracted revenue

Series D, Trademarks Subscription

Economy; EMEA expansion

Zuora wins AlwaysOn Company of the Year Award; expands to Asia

The market leader in subscrip9on management solu9ons

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$20Bn contracted invoice volume;

Series E funding; 50th product release

2013 2012 2011 2010 2009 2008 2007

Offices: Silicon Valley, London, Sydney, Beijing, Chicago, Atlanta

$132.5M Funding

500+ Customers

300+ Employees

95% Customer Sat

Confidential and Proprietary Information. Do not distribute beyond intended audience. 11

We’ve worked with 500+ Subscrip0on Economy customers across mul0ple industries

High Tech SaaS Cloud Infrastructure

Telecom Devices

Media

Education Healthcare


And a growing number of these are Intacct Customers

BORDERFREE


CMO

I need to launch 5 new pricing models in a span of 4 months…

When we need to perform a price change, the process is simple …perform a few clicks within Zuora … and all subsequent orders will be

charged at the correct price.

Rapidly deploy crea0ve new pricing models


I need scale order-‐cash opera0ons without burdening my team

With Zuora, Xplornet Communications has consolidated and streamlined order management, billing and payments for hundreds of thousands of

customers and 700 partners/dealers.

Scale high volume billing and payment operations

COO


A higher volume of transac0ons is causing delays in our close…

Our close is three days shorter than it was before we had Zuora … we get three days' better intelligence and three days' better business

operation every single month

Ease your accounting close process

CFO


I need a new set of metrics to run my subscrip0on business

When the board calls we’re able to give them actuals from prior months and visibility into future revenues

Get insights into the health of your subscrip0on business

CEO


This is why we built

Enabling rapid and scalable revenue growth for any subscrip9on business

Delivering valuable and differen1ated capabili1es across commerce, billing and finance

Mul9-‐Tenancy SSAE 16 Type II PCI Level 1

Customiza9on Data Import/Export

APIs


Enables Growth With Unlimited Pricing And Packaging Flexibility

Mul0ple Billing Frequencies

Mul0ple Charge Models

Product Incen0ves

ü Flat Fee ü Per Unit ü Volume ü Prepay ü Tiered

ü Overage ü Smoothing ü Rollover ü Upligs ü Tiered Overage

ü Annual ü Monthly ü Quarterly ü Semi-‐Annual

ü 2 Years ü 5 Years ü 18 Months ü Specific Months

ü Free Trials ü Discounts

ü Promo9ons


High Touch Assisted Sales

ü Na9ve Salesforce applica9on ü New Subscrip9on Quotes ü Upgrade/Downgrade Quotes ü Renewal Quotes ü One Click Quote-‐Invoice ü 360 Billing/Payment visibility

No Touch Web Sales

ü Configurable Checkout Pages ü API Documenta9on ü Code Libraries ü Secure Payment Capture ü New Suscripiton Orders ü Upgrades/Downgrades ü Account Management

Supports B2Any Commerce


Billing Opera0ons

Payment Opera0ons

ü Electronic Payments ü Manual Payments ü Scheduled Payments ü Payment Retries ü Card Updater Services ü Refunds ü Credit Balance

ü Invoicing ü Prora9ons and Co-‐termina9on ü Ad-‐hoc Bill Runs ü Scheduled Bill Runs ü Taxa9on ü Usage Ra9ng ü No9fica9ons

Automates And Scales Your Subscrip0on Billing And Payment Opera0ons

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Accoun0ng Close

Revenue Recogni0on

ü Billing Based Rev Rec

ü Accoun9ng Periods ü Trial Balances ü Billing And Cash Summary ü Pending Transac9ons Summary ü Accoun9ng Period Lock-‐Down ü Security Controls

Aligns To Your GL To Streamline The Close Process

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Subscrip0on Metrics

ü MRR ü TCV ü DMRR ü DTCV ü Churn

Gives You Insights Into The Metrics That Are Key To Your Business

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Is Pre-‐Integrated to a Best Of Breed Ecosystem

Generate sales Manage financial implica1ons of sales

Manage complex pricing, billing, payments, subscrip1ons

ü  Infinite pricing and packaging flexibility

ü  Assisted B2B subscrip0on sales

ü  Un-‐assisted B2C subscrip0on sales

ü  Managing frequent, complex subscrip0on changes

ü  High volume billing automa0on

ü  Pre-‐ integra0on to 14 gateways, suppor0ng collec0ons in 100+ countries

Zuora Complements Intacct With:

Demo: Lets take a look

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The Zuora – Intacct Connector has two types

Transac9on Integra9on

Summary G/L Integra9on

Ideal for B2B or B2C workflows with an assisted sales model, complex rev rec, project billing, or fulfillment billing

needs

Ideal for B2B or B2C workflows with unassisted sales and simple rev rec

needs

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Built by Intacct

Built by Zuora

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Transac0on Integra0on

Ideal for

B2B or B2C assisted sales

Flexible powerful revenue recogni9on

Workflows to support subscrip9on and projects

Accounts Receivable in Intacct

Zuora flexible payment op9ons Coming Soon

Unified order management, billing operations, and financial management in the subscription economy

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At-‐a-‐glance: Where the workflow happens

Sales Ac9vi9es

Sales team creates new subscrip9ons ✔

Sales team creates new project based order ✔ ✔1

Amend / update customer subscrip9ons ✔

Monitor invoice and payment ac9vity ✔

Billing and Administra9ve Ac9vi9es

Create and update sales items /rate plans ✔

Setup pricing and promo9ons ✔

Project billing ✔2

Generate / Trigger invoice crea9on ✔

Send Invoices ✔ or ✔2

Receive payments soon ✔

Handle credits and refunds soon ✔

Accoun9ng Ac9vi9es

Manage revenue recogni9on ✔

Revenue repor9ng ✔

Payables, Expenses, Consolida9ons, FX,… ✔

Ques0ons?

Mark Wunderling Dan Miller Monika Saha

Thank You!