Everest vs.

Legacy ERP

Legacy ERP systems were designed for traditional industries (think manufacturing, distribution, or professional services) where revenue is typically recognized at a single point in time and invoicing is straightforward. Most modern day companies have elements of recurring or usage-based revenue models that involve complex invoicing cycles, frequent contract modifications, and strict compliance requirements under ASC 606.

To handle these gaps, SaaS finance teams are often forced to layer on third-party tools for revenue recognition, quoting, Excel for reconciliations, and middleware to connect it all. This patchwork introduces friction at every stage: sales and finance workflows break, reporting is delayed, and teams waste time reconciling data across systems. Without real-time integration, critical metrics like ARR, NRR, and churn are either delayed or incomplete.

For modern companies trying to scale, legacy ERP means slow closes, increased audit risk, and limited flexibility to adapt pricing models or expand globally. It’s not just inefficient; legacy systems actively holds back business.

Everest was architected from the ground up as an AI-native modern ERP, meaning artificial intelligence is not just an add-on module or isolated feature, but a foundational layer that supports automation, decision-making, and system configuration across the entire platform.

The system includes a library of prebuilt AI agents that handle routine and high-effort tasks such as generating journal entries, detecting anomalies in financial data, performing flux analysis, and automating contract modifications during renewals or upsells. These agents aren’t hardcoded; they’re configurable, extensible, and built to evolve with your business.

What sets Everest apart is that business users, not just developers, can create and deploy their own AI agents using natural language prompts. For example, a finance lead could build a workflow that automatically flags and explains significant variances in departmental spend or dynamically updates deferred revenue schedules when contract terms change.

All of this happens within Everest’s Live Sandbox,™ a safe testing and deployment environment that mirrors your production data. Teams can model system changes, simulate outcomes, and publish updates without waiting on IT tickets or risking downtime. This makes Everest uniquely suited for SaaS companies with AI-driven business models, agile teams, or fast-changing operational needs. You can automate smarter, iterate faster, and trust that your ERP will keep up.

Unlike traditional ERP migrations that are lengthy, costly, and dependent on third-party consultants, Everest delivers a low-risk, high-speed transition with implementation led entirely by in-house domain experts. These are experts who understand the nuances of subscription invoicing, usage-based revenue models, and multi-entity accounting.

The platform itself is modular, so you can start with modularly core financials or order-to-cash and expand over time without needing a full rip-and-replace. Teams can configure, test, and validate every step of the setup using the Live Sandbox™, a built-in environment that uses real data to simulate system behavior safely before pushing changes to production.

Data migration is also accelerated through guided tools and native integrations, and Everest’s domain-specific implementation playbooks help ensure your workflows align with best practices from day one. Most customers are live in 60 to 90 days, and because Everest eliminates many of the bolt-ons legacy systems require, you end up with a cleaner, more efficient setup post-migration.

Yes, and this is one of the areas where Everest creates significant strategic advantage. Legacy ERP systems were never designed to handle the complexity of SaaS cost structures. They often lack native support for tracking costs like cloud infrastructure, DevOps labor, support teams, and subscription-related expenses in a way that ties directly to revenue-generating activities. As a result, finance teams are left guessing at gross margins per product or customer segment, relying on spreadsheets or disconnected reporting tools to fill the gaps.

Everest solves this by fully integrating cost and revenue data within a unified system. It captures granular cost drivers such as AWS or Azure cloud usage, payroll and benefits for support and engineering teams, and third-party SaaS subscriptions used to deliver your product. These costs are automatically allocated to the correct customers, contracts, or product lines based on actual usage, invoicing data, or predefined business rules.

With this data connected, Everest gives you real-time visibility into unit economics, including gross margin by product SKU, customer segment, or region. You can see which products are profitable, where margins are being compressed, and how changes in usage patterns or cost allocations impact your bottom line. Built-in dashboards and reports make it easy to surface insights, while the platform’s AI capabilities can flag unexpected cost spikes or margin erosion before they become problems.

In short, Everest enables you to actively manage pricing strategies, assess customer lifetime value, and make data-driven decisions that improve profitability across the business.

Everest gives SaaS finance teams real-time, actionable visibility into the metrics that drive performance, like ARR, CAC, NRR, churn, gross margin, customer lifetime value, and more, by embedding them directly into the ERP’s financial and operational core. These metrics aren’t retrofitted or sourced from disconnected spreadsheets; they’re natively integrated and continuously updated across your order-to-cash, spend, and revenue processes.

Most legacy ERP systems don’t support SaaS metrics out of the box. They were designed for traditional revenue recognition and fixed-cost structures, which means SaaS teams often have to bolt on additional software like SaaSOptics or build custom reports to get even basic visibility into recurring revenue trends or customer health. That approach is slow, error-prone, and unsustainable as the business scales.

Everest eliminates those limitations by linking invoicing data, usage metrics, cost allocations, and revenue schedules into a single system. For example, a new upsell or downgrade is immediately reflected in both revenue forecasts and customer-level ARR reporting. Churn is automatically tracked and reconciled against changes in contract value. CAC is calculated based on real marketing and sales spend tied to customer cohorts. And NRR is measured continuously without having to wait for a quarterly spreadsheet refresh.

Dashboards are prebuilt for common SaaS KPIs but also fully customizable, giving finance teams the ability to segment metrics by product line, business unit, region, or customer tier. Everest also supports multi-entity and multi-currency rollups, so global SaaS organizations can consolidate metrics without losing granularity.

Because Everest is a unified system, there’s no delay between business activity and financial insight. Leadership can make informed decisions quickly, respond to performance changes in real time, and align teams across finance, operations, and GTM around the same trusted data.