Book of Revenue

Book of Revenue (BOR) is an open-source revenue recognition and analytics for Stripe and Metronome. Built by ex-Stripe engineer.

It is a drop-in replacement for Stripe Revenue Recognition and offers revenue analytics that are aligned with the accounting standards.

Demo: demo.bookofrevenue.com (username: controller, password: 1234)

Key Features:

• Standard-Compliant: Translates Stripe transactions into precise journal entries that are aligned with the ASC 606 (for US) and IFRS 15 (global) accounting standards.
• Comprehensive Billing Coverage: Handles all Stripe Billing scenarios out of the box—including upgrades, downgrades, usage-based billing, credit grants, discounts, credit notes, taxes, uncollectibles, voids, multi-currency billing, and more.
• Accounting-grade Analytics: Delivers revenue analytics that automatically ties back to your accounting data.
• Near-Real-Time Data: Provides continuous, up-to-date visibility into your financial health. The current latency is ~45 minutes.
• Fully Auditable: Maintains audit-ready precision with full visibility into every transaction's journal entries, from executive summaries to individual line items.
• Customizable (coming soon!): Supports powerful custom revenue allocation rules, chart of accounts (COA) mapping, service period overrides, transaction exclusions, and date overrides (e.g. void date, uncollectible date).
• Native Metronome integration: Combines your Metronome and Stripe data into one set of accurate reports and analytics, updated daily — so usage and billing finally line up in the same numbers.

Comprehensive Reporting:

• Net revenue (i.e. monthly recognized revenue)
• Net revenue waterfall
• Deferred revenue
• AR Aging (aka overdue invoiced amount)
• Direct cash flow
• Net revenue retention (NRR)
• Gross revenue retention (GRR)
• Monthly active customers (i.e. the customers that contribute to revenue in a month)
• Contractual liabilities (e.g. customer balance, credit grants)
• Debits & credits
• Balance sheet
• Income statement

Website: bookofrevenue.com

Questions? Contact us at tanin (at) bookofrevenue.com

Screenshots

Click on a screenshot to see it in full size.

Deploy

Requirements:

• A machine (e.g. dedicated machine, VPS, EC2, Render) that supports Docker
• A domain name (can be an IP address)
• A Postgres database or a persistent disk for deploying a Postgres instance
  • BOR can manage its own Postgres instance if there's a persistent disk.
  • For EC2 and Render, we recommend attaching a persistent disk. It's simpler to manage and cheaper.
• A Stripe API key (supports the live, test, and sandbox mode)

There are two ways: (1) use a managed Postgres instance or (2) let BOR manage its own Postgres on a persistent disk.

Use a managed Postgres instance

Deploy the docker image: tanin47/book-of-revenue:<VERSION> (see Releases for the latest version) and set the following environment variables:

• DATABASE_URL: a Postgres database URL. The format: postgres://USER:PASSWORD@HOST:PORT/DATABASE_NAME
• APP_DOMAIN: the domain name of your BOR instance e.g. test.bookofrevenue.com
• COOKIE_SECRET_KEY: any random string that is at least 32 characters long. This is used as the encryption key for the cookies

Let BOR manage its own Postgres on persistent disk

1. SSH into your machine
2. Install Docker
3. Make a new directory for BOR and cd into the directory
4. Run bash <(curl -sSL https://github.com/tanin47/book-of-revenue/releases/latest/download/install.sh)
5. Follow the instructions to set up the app domain and the data directory path in the .env file
6. Visit http://APP_DOMAIN (not https) to set up an SSL certificate with Let's Encrypt
7. After setting up the SSL certificate, you will be asked to register with the username, password, and a Stripe API key.

Metronome setup

You'll need to contact Metronome (solutions@metronome.com) to set up the data export to BOR's postgres.

Please see this guide

Analytics and tracking

Self-hosted BOR doesn't track nor collect any data.

Contributing

Please see DEVELOP.md