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Tracking deferred revenue schedules manually across dozens or hundreds of contracts is one of the most error-prone jobs in a growing finance team. A single missed entry, a copy-paste mistake in a spreadsheet, or a mid-contract upsell that nobody updated can misstate your recognized revenue for the month. Sintropix eliminates that risk by reading your contracts directly, building the recognition schedule automatically, and posting the journal entries on the correct date — every month, without manual intervention.

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How It Works

1

Sintropix reads the contract

Connect your CRM (HubSpot or Salesforce) or upload a PDF contract directly. Sintropix ingests the full contract document and makes it the source of truth for the recognition schedule.
2

Key terms are extracted

Sintropix identifies the fields that drive recognition: contract value, start date, end date, billing schedule, and performance obligations. For PDF contracts, the AI parser locates these fields automatically; you can review and correct any extraction before proceeding.
3

The recognition schedule is calculated

Based on the extracted terms, Sintropix builds a month-by-month schedule. For example, a 120,000annualcontractwithastraight−lineobligationproducesascheduleof∗∗120,000 annual contract with a straight-line obligation produces a schedule of **10,000 recognized per month** for twelve months, with the remaining balance held in Deferred Revenue on the balance sheet until each recognition date.
4

Entries post automatically

On the recognition date each month, Sintropix posts the journal entry — debit Deferred Revenue, credit Revenue — to the general ledger without any manual action. The entry includes a reference back to the originating contract so you can always trace it.

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Supported Contract Sources

Sintropix can pull contracts from four sources. You can use any combination within the same account:

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The Revenue Schedule

Every contract has its own Revenue Schedule view — a timeline that shows:
  • Each month’s recognition amount — the amount to be recognized in that period
  • Total recognized to date — cumulative revenue recognized from the contract start through today
  • Remaining deferred balance — the amount still sitting in Deferred Revenue on the balance sheet
Open any contract from Revenue Recognition → Contracts and select the Schedule tab to see the full timeline. The current month’s entry is highlighted, and you can see whether it has already posted or is pending.

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Adjustments

Contracts change. When a customer upsells, churns early, or modifies their term, you need to restate the recognition schedule without creating a mess of manual corrections. To handle a mid-contract change:
  1. Open the contract record under Revenue Recognition → Contracts.
  2. Edit the relevant fields — contract value, end date, billing schedule, or performance obligations.
  3. Click Recalculate Schedule. Sintropix computes the revised schedule from the contract start date.
  4. If recognition has already been posted for past periods, Sintropix automatically generates a catch-up entry (for an upsell) or a reversal entry (for a churn or reduction) in the current period to bring the cumulative recognized amount in line with the new schedule.
  5. Review the proposed entries and click Confirm to post them to the general ledger.
Catch-up and reversal entries affect the current period’s P&L. Review them before confirming, especially if you are close to a reporting deadline.

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Reports

The full recognition schedule is available as a standalone report under Reports → Revenue Recognition Schedule. It shows every active contract, its monthly schedule, the recognized-to-date amount, and the remaining deferred balance — all in one view, filterable by entity, date range, and currency. You can also pin the Revenue Recognition Summary widget to your Financial Snapshot dashboard so the recognized vs. deferred split is always visible at a glance. Open the report and click the pin icon in the top-right corner to add it.
Connect HubSpot or Salesforce so that closed-won deals flow into Sintropix automatically. Uploading PDFs manually works well for legacy contracts, but for new business a CRM integration means the recognition schedule is ready the moment a deal closes — no upload step required.

CRM & Payment Integrations

Connect HubSpot, Salesforce, and Stripe to pull contracts and payments automatically.

Financial Reports

Export the revenue recognition schedule alongside your P&L and balance sheet.