Case study

How Blue Ridge Solutions Achieved a Four-Day Close and Eliminated Burnout with Maxio & NetSuite

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Summary The challenge The result
Streamline SaaS reporting, renewals, and collections
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Summary

Blue Ridge Solutions runs its financial operations on Maxio and NetSuite with a four-person finance team. In a seven-week implementation they:

  • Migrated from QuickBooks to NetSuite and integrated both with Maxio

  • Connected Salesforce and Avalara for automated data flow and tax compliance

  • Cut their monthly close to four days without adding headcount

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Maxio platform interface showing revenue growth metrics and analytics.

Most months, with the systems we have in place, we reach a four-day close.

The challenge

Blue Ridge Solutions builds supply chain planning software for distributors and manufacturers.

Blue Ridge used Maxio for standalone revenue recognition while QuickBooks, Salesforce, and Avalara ran in silos. Duplicate entry across platforms consumed the finance team’s time, and QuickBooks Online could not consolidate across subsidiaries, which limited multi-entity reporting. Incremental fixes would not carry the company through its next stage of growth.

The result

Blue Ridge now closes the books in four days and delivers board reporting by day five, with preview revenue data available on business day two. Automated flow from Salesforce to Maxio to NetSuite removed manual entry, letting a four-person team scale without the two to three additional hires it would otherwise have required.

With the systems that we have, we can almost provide results in real time. By business day two, we can give a confident preview to our board as to where we’re going to be for the month.

A person in a dark suit and black tie smiles outdoors. They stand in front of a landscaped area with trees, bushes, and flagpoles, under a clear sky.

Charles Dye

VP of Finance

Streamline every step of SaaS financial ops

Learn how to automate reporting, invoicing, collections, expense management, and more. Track complex revenue streams.
Stay GAAP and IFRS compliant.

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