How Everest ERP and Attivo Partners are transforming finance operations

That's why we're excited to announce our strategic partnership with Attivo Partners, combining Everest's AI-native ERP platform with Attivo's fractional CFO expertise to deliver comprehensive financial solutions for scaling SaaS companies.

While Everest ERP provides the technological backbone that (SaaS) companies need to manage their complex operations, Attivo Partners brings the strategic financial leadership that founders require to make informed decisions. Attivo's fractional CFO and accounting services help founders navigate the complexities of company building through all stages of the journey; raising capital, building business models, operationalizing for scale, and achieving successful exits.

This partnership creates a powerful synergy. Everest ERP is built from the ground up to match the speed, complexity, and global scale of modern businesses, replacing disconnected systems with a unified finance and operations platform. When combined with Attivo's strategic guidance, companies get both the operational foundation and the financial expertise they need to scale successfully.

Addressing the SaaS-Specific Challenge

SaaS and modern technology businesses encounter financial complexities that require more tailored solutions than traditional accounting approaches or legacy ERP systems typically offer, prompting a need for enhanced strategies and modern tools that better support their growth. Everest is built for the unique needs of the SaaS industry - from subscription management and complex revenue recognition to granular understanding of cloud and people costs, in a multinational environment.

Everest was also built for organizations that understand the strategic value of integrated financial operations. These companies are perfect candidates for Everest's comprehensive platform, especially as they scale beyond the capabilities of basic accounting software and disconnected point solutions.

Why SaaS Companies Are Moving Beyond Legacy ERPs

• Built for SaaS, Not Retrofitted

The key difference lies in native design philosophy. Everest manages subscriptions, usage billing, invoicing, and revenue recognition in one seamless flow, handling mid-cycle changes, custom contracts, and ASC 606 compliance without workarounds. This isn't achieved through add-on modules or customizations, it's how the platform fundamentally operates.

• Total Cost of Ownership Revolution

Where NetSuite requires modular add-ons like ARM (Advanced Revenue Management) and Suite Billing that require additional costs, Everest includes enterprise-grade functionality in one simple subscription price. Full ERP go-lives across multiple modules and processes are typically completed within 90 days rather than the 6-12 month implementations common with legacy systems. Modular deployments and go-lives are completed in as few as 6 weeks.

• Live Sandboxing: A Game-Changing Advantage

Perhaps our most distinctive feature is Live Sandbox. Live Sandbox safely stages changes, tests workflows, and validates updates in a live environment before publishing to production. This gives companies unlimited isolated copies of their production instance for internal testing and development, with seamless deployments and change management—something that's truly unique with Everest.

• Real Implementation Results

The proof is in performance: Our clients report moving fully off bookkeeping systems like QBO and legacy systems like NetSuite in time for renewal periods, with surprisingly smooth processes. Implementation and migration can be completed in as little as 6 weeks, compared to the lengthy, complex migrations typically required for legacy systems.

Expanding Capabilities: Beyond Core ERP

As part of our commitment to providing comprehensive solutions, Everest is rapidly expanding our product suite to address the full spectrum of operational needs beyond Software companies. With our first Professional Services Automation (PSA) customer going live at the end of September, this marks an important milestone in our platform's evolution.

This PSA solution represents a significant advancement in integrated business management. Unlike standalone PSA tools, our solution is natively integrated with both our Order-to-Cash and Purchasing modules, creating seamless workflows from project initiation through billing and revenue recognition. This integration eliminates the data silos and manual processes that typically plague service-based companies.

Additionally, we have exciting developments in our roadmap, including applications for Quoting, Headcount Planning, and Inventory Management. These modules will further strengthen our position as the comprehensive platform that growing SaaS companies need to manage their increasingly complex operations.

Streamlined Operations Across Growth Stages

The Everest-Attivo partnership addresses SaaS companies at every stage of growth:

Early-Stage Companies

For seed stage startups developing a business model, Attivo provides customized solutions and thought leadership, while Everest offers a foundation that can scale from day one. Rather than starting with basic tools that will need to be replaced, companies can implement enterprise-grade systems early and grow into them.

Scaling Companies

As companies move through growth phases, Everest's unified platform handles the complexity while Attivo's fractional CFOs provide the strategic oversight needed to navigate funding rounds and operational scaling. Companies report comprehensive, SaaS-focused ERP solutions that streamline business processes, eliminating the need for bolt-on invoicing tools, with seamless Salesforce integration giving sales and finance teams a single source of truth.

Enterprise-Ready Organizations

For later-stage companies, the combination delivers enterprise-grade capabilities without enterprise-level complexity. Clients report 60% reductions in close timelines and significant improvements in collaboration and efficiency through the integrated approach.

The Strategic Advantage of Partnership

At Everest, we don't just automate core business processes, we fortify them for future growth, while Attivo ensures companies have the strategic guidance to make the most of these capabilities.

Companies working with both Everest and Attivo will benefit from:

• Unified implementation strategy that considers both system capabilities and organizational readiness

• Change management expertise that helps teams adapt to new workflows efficiently

• Ongoing optimization as both technology and business strategy evolve together

• Future-ready architecture with Native AI that lets finance and ops teams build no-code AI agents that automate tasks, flag anomalies, and generate insights in real time

• Software discount for mutual customers