The revenue recognition OS
your firm runs on
Photon RevOS replaces the per-client spreadsheet, the manual journal entries, and the partner-review back-and-forth — so your engagement teams close 3× the books with the team you already have.
No portal for your clients to log into · co-branded deliverables · 2-week onboarding
~3-Days close cycle
✳︎
3× Clients per associate
✳︎
100 → 275 Practice capacity, same team
✳︎
5 Managed agents per engagement
✳︎
~3-Days close cycle ✳︎ 3× Clients per associate ✳︎ 100 → 275 Practice capacity, same team ✳︎ 5 Managed agents per engagement ✳︎
THE PROBLEM
Rev rec is the bottleneck on growing your book
Every SaaS client means another fragile spreadsheet, another hand-built journal-entry package, another month of partner review that doesn't bill out. Your bench — not demand — caps how many clients you can take.
Today
One Excel rollforward per client, rebuilt every month, with tie-outs nobody fully trusts.
Today
One Excel rollforward per client, rebuilt every month, with tie-outs nobody fully trusts.
Today
One Excel rollforward per client, rebuilt every month, with tie-outs nobody fully trusts.
HOW IT WORKS
One workspace per client. One source of truth per close.
1) Sync & recognize
Stripe activity syncs daily; revenue schedules generate on the firm's policy — ratable or usage-based.
2) Agent pre-review
The Close Review Agent sweeps the open period and flags items by severity before the partner looks.
3) Post & tie out
Journal entries post with auto-drafted memos; the deferred rollforward ties to the cent.
4) Sign, Lock, Deliver
Partner signs once, the period locks for 7-year retention, and the client gets a co-branded Excel pack.
DIFFERENTIATOR 01
Usage-based pricing, finally solved
Metered SaaS plans are where spreadsheets — and Stripe's own rev-rec module — fall down. Photon decomposes every metered dollar into four ASC 606 rules, each with its own recognition treatment, journal-entry line, and audit trail.
Deterministic, not estimated. Each metered plan is classified once at onboarding — no monthly judgment calls, a defensible methodology you can attach to the 606 memo.
1 · Credit bucket
Recognize ratably over bucket life
3 · Breakage
Recognize at credit expiration
2 · Usage
Recognize on consumption
4 · Overage
Recognize on consumption
BUILT FOR CLOSE
Everything an engagement team needs
Close 3× the books with the team you have. The constraint on growing your SMB book stops being headcount. New-client onboarding drops from ~1 day to under an hour — the Contract Analyst does the intake. The same 5-person pod that closes 100 clients today can close ~275, unlocking on the order of +$4M/year of practice revenue capacity for your BD team to fill.
01One firm tenant, one workspace per client. The whole book on a single portfolio screen.
Multi-tenant
by design
Course 02Deferred
rollforward tie-out
Beg + bookings − recognized − refunds = end, per plan, with a calc-check that turns red on mismatch
03Auto-drafted
journal entries
Balanced per entry, with an audit memo attached. One-click post to QBO, Xero, NetSuite or Sage Intacct.
04Excel-style
in-app grid
Live formulas your seniors already know — mirrors the exported workbook cell-for-cell.
05Immutable audit
trails
Every accept, edit, override and period lock — logged with reviewer, timestamp and reason. 7-year retention.
06Co-branded
client delivery
Clients get a co-branded Excel pack and an optional view-only link. No portal, no login to support.
Three ways to start
PRICING
Configurable to your firm — these are the reference points, not a fixed menu.
Reports
CPA-ready workbooks delivered every close.
$200 / client / mo
Minimum $8k / mo ($96k / yr) · up to 40 clients
Practice Pilot
3-month paid pilot, full portal, auto-converts.
$96k / 3 months
Up to 40 clients & 5 active seats
Practice License
Annual production license for your full book.
$350 / client / mo
Minimum $350k / year · includes 100 clients