HR
Management

People represents the single largest expense in many companies. Yet, most finance teams track headcount, payroll, and role-based costs in spreadsheets or disconnected tools. Everest brings HR and finance data together so you can analyze people costs with the same rigor as revenue, all within your ERP.

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HR Management

The Problem

Where legacy systems keep
people data in the dark

In most SaaS companies, disconnected HR systems and spreadsheets make it difficult for finance to analyze workforce costs and support decisions, leading to missed opportunities, cost spikes, and reactive planning.

01

Scattered payroll and headcount data

Payroll, benefits, and role-level details are often imported for accounting purposes, but teams still lack visibility into total people costs and employee lifecycle metrics.

02

No visibility into future commitments

Without a unified view of compensation plans and hiring pipelines, forecasting future expenses is slow and unreliable.

03

Manual expense allocation

Spreadsheets are used to assign people costs across departments or projects, often requiring time-consuming reconciliation.

04

Limited traceability for audits and approvals

Lack of role-based permissions and historical context creates gaps in audit trails and policy enforcement.

01

Scattered payroll and headcount data

Payroll, benefits, and role-level details are often imported for accounting purposes, but teams still lack visibility into total people costs and employee lifecycle metrics.

02

No visibility into future commitments

Without a unified view of compensation plans and hiring pipelines, forecasting future expenses is slow and unreliable.

03

Manual expense allocation

Spreadsheets are used to assign people costs across departments or projects, often requiring time-consuming reconciliation.

04

Limited traceability for audits and approvals

Lack of role-based permissions and historical context creates gaps in audit trails and policy enforcement.

The

Everest
Solution

Everest centralizes workforce data within your ERP, providing unified control over people costs, payroll, expense allocations, headcount planning, and capitalized labor—without needing separate systems

01

Unified people cost management

Track payroll inputs and time-off activity in one place to support more accurate PTO accruals, journal entries, and people cost visibility across the GL.

Accurate margin attribution

No more HR-to-finance reconciliation

Labor cost visibility

Finance-ready insights

02

Integrated headcount and hiring data

Analyze current team structure with tools for department-level forecasting and role-based planning.

Complete workforce view

Segmented analysis

Collaborative headcount forecasting

Hiring plan impact modeling

Budget vs. actual visibility

03

Automated expense allocation

Assign people costs across teams, projects, or cost centers with built-in logic, ensuring accurate, repeatable cost allocation at scale.

Rule-based cost assignment

No spreadsheets required

Consistent, audit-ready allocations

Support for complex team structures

Precise cost attribution

04

Role-based permissions and workflow routing

Define approval flows and security controls that match your org structure, configured to match real-world org structures and approval paths.

Granular access control

Multi-step approval routing

Data security by design

Workflow transparency

Unified governance

Business Benefits

Turn workforce data into
strategic advantage

Everest enables SaaS companies to manage their largest expense category with clarity and speed.

Improved profitability analysis

Clear attribution of people costs to products, departments, and customers makes margin analysis more actionable.

Reduced audit risk

Built-in traceability and policy-based routing ensure people costs align with controls and reduce the burden of audits or compliance reviews.

Scalable finance operations

As teams grow globally, everest supports centralized people cost management without requiring additional HR modules or duplicate systems.

More accurate forecasting

Finance teams can model headcount, compensation, and allocations directly in the system, improving budget accuracy and planning agility.

Faster staffing adjustments

Leaders can align hiring timelines with budget shifts and evolving business priorities.

Client Success

Trusted by innovative
SaaS and technology companies

Client Success
“Everest moved faster than we thought possible. We were fully off NetSuite in time for our renewal, and the process was surprisingly smooth. Their team handled almost everything. We finally have a system that fits how we run the business.”

Todd

COO, Branch Energy

“Everest provided us with a comprehensive, SaaS-focused ERP solution that streamlined our business processes, eliminating the need for bolt-on invoicing tools to QBO. Its seamless two-way Salesforce integration has given our sales and finance teams a single source of truth, enhancing collaboration and efficiency. We were up and running in under 90 days, thanks to the support of domain experts who guided us every step of the way.”

Tiff Fong

Head of Finance, Productiv

60%

Reduction in close timelines

“Implementing Everest felt easy because we weren’t educating consultants; we were working with like-minded finance people to find the solution for our company”

Vanessa

Controller, Primary.Health

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Connect people
costs to financial
strategy

See how Everest gives SaaS companies the tools to
manage workforce expenses, hiring, and headcount
planning in one unified platform.

Schedule Your Everest Demo

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