AI ERP
The agent-native rewrite of finance and operations software, and where incumbents are most exposed.
Companies in this report
DualEntry customers praise its multi-entity consolidation and see close times fall from 15-20 days to 8-10 days. But some evaluators call it 'barely better than QuickBooks,' and it trails Rillet and Campfire on the SaaS modules CFOs actually buy: RevRec, SaaS metrics, and billing. The question is whether a last mover can close a widening gap before the market settles on the two names everyone already cites.
Rillet customers are cutting close cycles from 20 days to 5-7 days while saving 3-5x vs. NetSuite. But in head-to-head deals with Campfire, Rillet wins only 50% of the time as product parity narrows and both chase the same SaaS ICP. The company needs to expand beyond SaaS verticals or develop sustainable pricing power to grow beyond its SAM.
Campfire customers report 2-3x cost savings versus NetSuite with implementations taking weeks instead of months, earning +60 NPS from finance teams who say it 'feels like getting in a race car.' The AI-native ERP has largely closed Rillet's early lead and is winning direct replacements from legacy systems. The question is whether Campfire can continue to develop broader mid-market traction as AI ERPs converge and legacy players add AI features.