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Use case studies

SALESFORCE-TO-ERP BILLING

Forty percent growth. Same five-person finance team.

How a PE-backed senior living software company automated per-resident billing and scaled 40%+ growth without adding finance headcount.

Senior Living Software Company: Healthcare SaaS Billing Automation
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40%+ company growth absorbed with no finance headcount added

2

migrated from Sage to NetSuite

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bidirectional HubSpot-NetSuite AR sync

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pharmacy subsidy line items stripped automatically for multi-state tax compliance

01

The problem

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.

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What Loopfour automated

What Loopfour automated
CapabilityWhat it does
One-click billingPer-resident billing without spreadsheets
Census ingestionDomo to NetSuite: resident counts and usage data flow automatically
Real-time AR visibilityAccount managers see overdue balances in context via bidirectional HubSpot-NetSuite sync
Custom field syncHubSpot fields that don't map natively route through anyway, no data left behind
Contract automationModule additions trigger addendums automatically, with self-serve contract management
Tax compliancePharmacy 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.

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Why it matters for controllers

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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