Smart metrics, lean team, big results

Technical Toolboxes develops engineering software used by 19 of North America’s 20 largest pipeline operators. As the business grew 20% year over year, its three-person finance team struggled to track recurring revenue, renewals, and customer retention in spreadsheets. Calculating core SaaS metrics like ARR and net retention required hours of manual reconciliation across multiple data sources. “Our first attempt at calculating ARR was a disaster,” recalls CFO Doug Shattuck. “We were pulling data from five different places, and one small change broke the model.” The team needed accurate, real-time visibility to manage growth with confidence.

With Sage Intacct and SaaS Intelligence, ARR reporting time dropped from 16 hours to under 20 minutes. Finance recovered missed billings that paid for the system within the first year and completed the fastest audit in company history—zero adjustments, zero issues. The company has doubled in size without expanding the finance team, improving forecasting and collaboration across sales and customer success. “Our auditors had nothing to report—no adjustments, no exceptions,” Doug says. “It was the cleanest audit we’ve ever had.” Technical Toolboxes now operates with the clarity, speed, and confidence of a much larger enterprise, using trusted data to fuel growth at scale.