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FROM FORECAST TO RECOGNISED REVENUE

Revenue recognition that lives where your data does

Armor automates compliant revenue recognition directly inside Salesforce - no exports, no re-keying, no reconciliation chaos.

Certified Compliant

ASC 606
IFRS 15

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100%

Salesforce Native

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Zero

External Syncs

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Real-time

Dashboards

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1-click

Audit Export

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Revenue recognition shouldn't live in spreadsheets

Manual calculations and disconnected tools create errors, audit risk, and late nights - while auditors still lack a clear picture of your deferred revenue.

Without Armor

  • Revenue managed manually in Excel

  • Manual, time-consuming audit preparation

  • Disconnected CPQ and Billing systems

  • Compliance depends entirely on IT

  • Approval delays slow financial closes

  • No single view of performance obligations

With Armor

  • Native recognition logic across all Salesforce records

  • Export audit-ready journals in one click

  • Connect revenue to bookings in a single view

  • No code, simple configuration rules, treatments, and validations

  • Legal and Finance visibility inside Salesforce

  • Faster closes - EOM/Q/Y become non-events

Manual revenue tracking creates risk

Built for Revenue Cloud, Agentforce Revenue Management(RCA/RCB), Sales Cloud & Salesforce Industries - configurable without code, from day one.

Salesforce-Native Architecture

Zero external data syncs. Armor lives entirely inside your Salesforce org, reading contracts, amendments, billing schedules, and POBs directly from your existing data.

Audit-Ready from Day One

Full IFRS 15 and ASC 606 traceability. Version-controlled contract modifications with approval workflows. One-click journal export to your ERP.

No-Code Rule Configuration

Configure recognition treatments for any product type - one-time, recurring, milestone, usage, or bundled - using clicks, not code. No IT dependency.

Contract Version Controls

Every amendment, upsell, cancellation, or extension is tracked with version controls and approval processes. Your audit trail is built automatically.

Real-Time Revenue Dashboards

Live journals showing recognised vs. deferred revenue. Drill by customer, product, legal entity, or sales region. Every chart tied to live Salesforce data.

Agentforce Revenue Agent

Summarise Revenue Contracts instantly. Enter a contract identifier to get a full overview and pending actions - powered by Agentforce inside Salesforce.

The 5-step Revenue Recognition Model

Armor automates every step of the compliance framework - from identifying contracts through to recognised revenue and ERP export.

One: Identify Revenue Contracts

Automatically generate Revenue Contracts from any Salesforce object. Unique Contract Identifiers (UCI) intelligently combine future modifications and additions. Full version control with approval workflows.

  • Rule-based source mapping from Opportunities, Orders, Quotes, Invoices

  • Contract Activation, Early Termination, and Extension support

  • Signature validations and amendment controls

Two: Identify Performance Obligations (POBs)

Define POBs for each product based on configurable rules and treatments. Supports all recognition types so complex bundles are handled correctly every time.

  • One-Time: Recognised on a specific date

  • Term-Based / Evergreen: Over a fixed or open duration

  • Milestone: Based on specific dates or events

  • Usage / Consumption: Based on transaction journal data

Three: Determine Transaction Price

Calculate revenue amounts using Salesforce standard or custom Pricebooks. Handle complex bundled products with Standalone Selling Price (SSP) calculations - custom percentage, equal split, fixed price, or T&M.

  • SSP Calculator for determining Transaction price

  • Blended and Extended pricing models supported

Four: Allocate Transaction Price to POBs

Revenue Schedules are generated automatically based on SSP for each POB. Manual adjustments are tracked with version control. Milestone and usage triggers fire automatically on configured events.

  • Prospective and Retrospective allocation handling

  • Revenue Waterfall reporting built in

Five: Recognise Revenue

Revenue is recognised in the correct accounting period when each POB is satisfied. Unbilled Revenue (Contract Assets) journals are calculated on Period Close. Export to your ERP in one click.

  • Month-end journal exports: Amortisation, Milestone, Unbilled, Usage

  • Journal reversals and period-close automation

Revenue doesn't live in one department. Neither does Armor.

From the finance team closing the month to the IT admin who deployed it - Armor works for every person who touches revenue.

Finance Teams

Faster closes. Fewer errors. Full compliance. Automatic revenue schedules and one-click journal exports end month-end chaos.

Sales Teams

Accelerate deal cycles and align revenue timing with obligations. See exactly how today's bookings impact tomorrow's recognised revenue.

Compliance & Legal

Track every contract change, automate approvals and mitigate audit risk with built-in version control and traceable audit trails

Operations

Sync systems and eliminate reconciliation headaches on one platform, from quote to contract, invoice to recognition.

IT & Admins

No new systems to manage. Native Salesforce deployment with role-based access. Manage with clicks, scale without tech debt.

Real-time intelligence, not stale reports

The moment an order activates in Salesforce, Armor starts generating revenue insights. No manual refresh. No data lag.

MRR, ARR & TCV Live

Track Monthly and Annual Recurring Revenue, Total Contract Value, churn, expansion, and net retention - all updated in real time across accounts, products, and regions.

Customisable Dashboards

Drill by account manager, region, product line, or legal entity. Toggle layouts and add custom metrics - no code, no delays, no IT ticket needed.

Trend Indicators & Forecasting

Spot when performance is improving, flatlining, or dipping. Build forecasts from real-time recognised and deferred revenue data - not spreadsheet guesses.

ERP-Ready Journal Exports

Export accounting transaction journals directly to your ERP - NetSuite, SAP, or any system - with a single click at month-end.

Watch Armor work

From a full product introduction to a quick demo - see exactly how Armor transforms revenue operations inside Salesforce.

Armor Revenue Recognition - Full Introduction

A complete walkthrough of the platform: setup, configuration, POB rules, and the full month-end close process.

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How It Works

  • 1. Map Your Data

    Connect to any Salesforce object:  Opportunity, Order, Quote, Invoice, or custom.

    Screenshot of a digital order management interface showing order details for account Big Media, with order date January 15, 2025, status activated, and total of 17,700 pounds. Includes links to related lists such as order products, actions, billing schedules, order history, notes, invoices, and revenue lines.

  • 2. Configure Recognition Rules

    Apply smart logic for one-time, recurring, usage-based, or milestone-based revenue.

    Screenshot of a document explaining revenue components, including Revenue Contract, Revenue Recognition Periods, Revenue Recognition Rule Mappings, Revenue Legal Entities, Revenue Recognition Line, and Revenue Treatment Rules with descriptions and icons.

  • 3. Monitor Real-Time Results

    Analytics update automatically as data flows in, no spreadsheets, no duplicate reports.

    A digital dashboard titled 'Global Revenue Dashboard' displaying key revenue metrics, including total MRR of $150,000, total ARR of $1,800,000, and total deferred revenue of $2,500,000. The dashboard features graphs illustrating recognized revenue across legal entities, with bars for USA and EMEA, and revenue performance over six months with bars for July to December 2025, showing growth percentages and comparisons.

The rules of revenue just changed - permanently

From the finance team closing the month to the IT admin who deployed it - Armor works for every person who touches revenue.

$4.7T

projected AI services revenue by 2028 (IDC)

The world has shifted from selling seats and licences to selling outcomes, credits, and consumption. AI-powered products, agent-based services, and usage-metered platforms have fundamentally broken the assumptions built into traditional revenue accounting.

When a customer buys 10,000 AI credits, when exactly do you recognise that revenue? When the credit is purchased? When it's consumed? When the model returns a result? The answer isn't just a finance question - it's a compliance obligation under IFRS 15 and ASC 606.

Tools built for the subscription era can't keep up. Armor was built for what's next.

AI & Agent-Based Monetization

AI products - from LLM APIs to autonomous agents - are sold as outcomes, not subscriptions. Revenue recognition for these models requires real-time consumption tracking, performance obligation mapping, and period-close logic that traditional tools can't handle.

The RevRec challenge

  • When is an AI inference "delivered"?

  • How do you recognise prepaid model credits?

  • Agent task completion as a milestone event

  • Multi-model bundle allocation and SSP

Credits & Prepaid Consumption

Credit-based monetization - where customers prepay and draw down over time - has exploded across SaaS, cloud, and AI platforms. Under IFRS 15, unspent credits are deferred revenue until consumed, creating complex waterfall recognition schedules that change with every transaction.

The RevRec challenge

  • Credit expiry and breakage revenue rules

  • Drawdown recognition across accounting periods

  • Top-up purchases modifying existing contracts

  • Variable consideration and constraint limits

Usage-Based & Hybrid Monetization

Modern SaaS companies layer subscriptions, usage charges, professional services, and one-time fees into a single contract. Each component has its own performance obligation, recognition timing, and SSP. Managing this manually - or in a system not built for it - creates material audit risk.

The RevRec challenge

  • Separating POBs in multi-element arrangements

  • Usage estimates and variable consideration

  • Constraint revenue until obligations are clear

  • Re-allocate on mid-contract modifications

Built different from the ground up

Most platforms solve pieces of the revenue puzzle. Armor solves all of it! The only proven solution that unifies compliant revenue recognition, real-time analytics, consumption-based forecasting, and native Salesforce architecture -no enterprise complexity, no platform tax.

Capability Other Platforms Armor by ShiftLogic
Platform
Salesforce-Native (no separate platform) ✕ ✓
No external data sync required ✕ ✓
No-code configuration Partial ✓
Revenue Recognition
IFRS 15 / ASC 606 - 5-Step Model ✓ ✓
Subscription & One-Time POBs ✓ ✓
Milestone-Based Recognition ✓ ✓
Consumption / Usage-Based RevRec ✓ ✓
AI / Credit-Based Recognition Logic Partial ✓
SSP Calculation & Allocation ✓ ✓
Contract Modification Framework ✓ ✓
Forecasting & Analytics
Revenue Forecasting (Planned & Unplanned) Limited ✓
Consumption Forecast Modelling Partial ✓
Real-Time MRR / ARR Dashboards Separate tool ✓ Built-in
Revenue Waterfall Reporting ✓ ✓
Audit & Compliance
Audit-Ready Journal Export (to ERP) ✓ ✓ One-click
Version-Controlled Contract Amendments ✓ ✓
Agentforce AI-Powered Revenue Agent ✕ ✓ Unique
Built for Agentforce Revenue Management (ARM) / RCB Connects via API ✓ Purpose-built
* Comparison based on publicly available product documentation as of june-2026. Feature availability may vary by plan and implementation. Armor capabilities reflect the core package plus available add-ons.

Recognize what's been earned.
Forecast what's coming.

Consumption-based businesses need more than a recognition engine - they need to forecast future revenue from current usage patterns, before the period closes.

Consumption-Based Revenue Recognition

Armor's Usage Recognition engine tracks real-time consumption data from any Salesforce object - API calls, compute units, AI credits, seat-hours - and recognises revenue in the exact period the obligation is satisfied, with full journal entry automation at close.

Revenue Forecasting - Planned & Unplanned

Armor generates forward-looking revenue forecasts from your live contract and schedule data. See exactly how much revenue will be recognised in future periods - from active contracts, anticipated renewals, and pipeline deals - without leaving Salesforce.

Consumption Forecast Modelling

For usage-metered products, Armor projects forward revenue by extrapolating current consumption rates across active contracts. Finance teams get a credible, data-backed view of how credit drawdowns and usage charges will land across future periods.

Revenue Waterfall

Live view of recognised vs. forecasted revenue across periods - straight from your Salesforce contract and schedule data.

Unlike standalone forecasting tools

Platforms like Revvana require separate Salesforce-connected forecasting layers. Armor builds revenue forecasting directly from your recognised revenue schedules and contract data - no additional sync, no separate licence, no reconciliation between your RevRec and forecast systems.

Stop Rebuilding Revenue Logic From Scratch

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Armor FAQs

  • Armor is a Salesforce-native platform that automates revenue recognition, analytics, and compliance reporting. It applies rule-based treatments directly to your Salesforce data, giving Finance and RevOps teams a single source of truth for recognised and deferred revenue.

  • No. Armor works independently of Salesforce Revenue Cloud. It connects to standard and custom Salesforce objects, including Opportunities, Orders, Invoices, and invoice lines.

  • Yes. Armor is fully configurable to work with both standard and custom Salesforce objects. You can define recognition logic across any object structure, including complex joins, related records, and line-level fields, without writing code.

  • Armor supports time-based, milestone-based, and usage-based recognition models. You can configure rules for one-time fees, recurring subscriptions, or blended treatments across contracts, products, and entities.

  • Yes. Armor supports ASC 606 and IFRS 15 compliance through configurable logic, audit visibility, and rule-based treatment application. It accounts for changes in contract terms, entity-level adjustments, and revenue allocation over time.

  • Yes. Armor tracks all recognition activity at the record level and provides clear, timestamped logs. You can view or export recognition schedules by account, product, period, or entity.

  • Typical configurations are completed in two to four weeks. Setup involves mapping your existing data, applying recognition rules, and validating dashboards. Armor is built for rapid onboarding without complex integration projects.

  • No. Armor is built entirely in Salesforce and uses configuration, not code. Admins, RevOps, and Finance teams can apply recognition logic, build dashboards, and manage updates without developer support.

  • Armor includes dashboards for recognised revenue, deferred revenue, MRR, ARR, churn, expansion, and retention. You can filter by legal entity, owner, region, product, or contract. All dashboards live inside Salesforce and update in real time.

  • Armor runs entirely in Salesforce. Data can be exported or made available via Salesforce APIs for use in ERP systems, BI tools, or financial reporting platforms.

  • Armor offers user-based and enterprise licensing options. Pricing is based on the number of revenue treatments, entities, and Salesforce usage. Contact us to find the right plan for your team.