Case Studies

Automating SaaS Renewals & Multi-Dimensional Quotes with CPQ

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Summary

This SaaS company delivers a cloud-based financial planning platform enabling collaborative planning, real-time analytics, streamlined reporting, and faster consolidation. Trusted by 1,200+ enterprises, it integrates
with major ERPs while maintaining GAAP/IFRS/SOXcompliance. Its AI-driven automation cuts financial cycles by 50% while improving accuracy, all within a SOC 2 Type II-certified environment.

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