01
The problem
A healthcare SaaS company building senior living and assisted living facility management software, private equity-backed and growing more than 40% a year, had a five-person finance team drowning in full-team monthly billing cycles. Contracts lived in spreadsheets, Sage's reporting was weak, and multi-state tax compliance added another manual layer on top.
02
What Loopfour automated
| Capability | What it does |
|---|---|
| One-click billing | Per-resident billing without spreadsheets |
| Census ingestion | Domo to NetSuite: resident counts and usage data flow automatically |
| Real-time AR visibility | Account managers see overdue balances in context via bidirectional HubSpot-NetSuite sync |
| Custom field sync | HubSpot fields that don't map natively route through anyway, no data left behind |
| Contract automation | Module additions trigger addendums automatically, with self-serve contract management |
| Tax compliance | Pharmacy subsidy line items strip automatically for compliant multi-state tax |
The system plugs directly into the NetSuite implementation with no Sage migration phase required, and every data movement is logged, so the audit trail is already there when private equity comes asking.
03
Why it matters for controllers
Scaling revenue 40% a year without scaling the finance team only works if the audit trail scales with it, not after it.
Growing faster than your finance headcount and your reporting?
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