To service enterprise customers, Productiv replaced QuickBooks with Everest ERP

By the time the software startup Productiv was landing enterprise customers, two things were clear: 

1. Enterprise was definitely their target market.

2. Their back office systems couldn’t keep supporting enterprise customers.

Productiv’s back-end billing and financial workflows were growing tangled and QuickBooks didn’t recognize multi-entity organizations—which all of their customers are. As a result, the team was making painful invoicing mistakes, spending too much time running calculations in spreadsheets, and struggling with their month-end close because the books were forever in question.

To compensate, the finance team had tried a variety of integrated apps—BILL for accounts payable, Navan for expenses, Anrok for tax, and others. But because they weren’t deeply integrated, more systems didn’t fix the issue.

All this made it difficult for Tiffany Fong, Head of Finance and Accounting, to arm her executives with the reporting they needed to make decisions. Tiffany knew if it was painful now, it’d only grow worse, so she scanned all the available options and realized Everest fixed a lot more than just the accounting issues.

Productiv had actually looked for a new ERP before—but waited

Productiv had explored the idea of migrating to a traditional ERP, but past experience made them wary. They knew that legacy ERPs required ongoing maintenance and often demanded they hire a full-time administrator. For a lean finance team, that wasn’t realistic. So, they had delayed moving off QuickBooks for years, waiting for a solution that didn’t require a larger team to manage it.

Once the team saw that Everest could handle everything without a dedicated admin, it was a clear decision. Several features stood out: 

• The native Salesforce integration

• AI-powered flux analysis

• Built-in ARR dashboards

• A modern order-to-cash engine

Everest was engineered to support SaaS businesses. Subscription billing is built-in, as are tools for order-to-cash automation, multi-entity reporting, and AI-generated insights and suggestions. Processes that before took many steps in several different systems—download billing data, download customer data, merge, reconcile—simply exist as one source of truth in Everest. With full product catalogs, price books, and revenue automation, which includes tracking how they are delivering on their performance obligations, Productiv’s team now has control of their data. 

Everest also offers live sandboxes and AI tools like flux analysis, which helped the team improve period close accuracy and better get what they need from sales and customer success. With Everest, Tiffany’s finance team was in better control of their data, could provide quick reporting, and was positioned to help drive the business—not slow it down.

With Everest, Productiv enjoys:

• Order-to-cash automation with native product catalog and invoicing 

• A bidirectional Salesforce integration

• ASC 606-aligned revenue recognition and performance obligation tracking

• Multi-entity financial consolidation and reporting

• AI-powered flux analysis for faster, more accurate closes

• A direct QBO-to-Everest connector for clean, reliable data migration

Tiffany chose Everest because it’s built for businesses like hers

How something starts is typically how it goes and QuickBooks is a very good accounting tool. It’s less good when you try to back-fit all the company’s ERP needs into a system that sees the world as debits and credits. This had required endless workarounds that often involved uploading and downloading spreadsheets to pull the numbers they needed, and was no longer sustainable. Everest, in contrast, unites those actual workflows needed to run the business.

With Everest, Productiv has:

• Automated its order-to-cash and revenue recognition

• Streamlined month-end close and reporting

• No more manual invoicing errors and spreadsheet workarounds

• Using AI for variance analysis and reporting insight

• Financial systems now scale with the business

Productiv’s transition to Everest helped them leave behind the constraints of disconnected systems, and helped Tiffany be a strategic partner to her fellow executives.