PULSEROLLER to scale multi-entity manufacturing business sales by 88% with Intuit Enterprise Suite
Results at a glance
- 88% targeted revenue growth: Set to scale revenue across 5 years by 88%.
- 15% projected CPA savings: Reduction in external audit and tax adjustment costs.
- Zero-disruption integration: Maintained critical API connections to third-party CRM and manufacturing portals while upgrading.
Rapid manufacturing growth outpaces standard accounting needs
PULSEROLLER (the brand name for Insight Automation/Acumen Technologies) is a leader in motorized roller technology, powering the distribution centers of Amazon, Walmart, and the U.S. Postal Service. Since 2022, the company has undergone a rapid expansion, growing annual sales by 37%. However, this growth meant more entities and product lines, including a specialized manufacturing arm, Kyowa USA, and a recent industrial automation line, Cardinal Kinetic, that outpaced the capabilities of standard accounting software. By transitioning to Intuit Enterprise Suite, the AI-native ERP, PULSEROLLER has moved from manual calculations to a unified, multi-entity framework designed to support a 88% growth in revenue.
The burdens of broken financial data visibility
As PULSEROLLER scaled, the finance department, led by Director of Finance Brandon Webster, faced what he describes as a significant “cost of inaction.” The existing system required the team to manage all distinct entities with separate Charts of Accounts (COA) and no automated way to consolidate them.
This lack of visibility extended down to the transactional level. Without the granular visibility of dimensional reporting, the true profits of the primary business was often obscured by R&D spending. Webster noted that before Intuit Enterprise Suite, creating a consolidated balance sheet for the ownership group required hours of manual data manipulation in Excel, leading to what he described as “off-the-napkin calculations” that lacked the rigor required for a soon-to-be $50M+ enterprise. Furthermore, the reliance on an external CPA firm to handle year-end adjusting entries and tax reporting for the parent company was creating a bottleneck, costing the company significant billable hours.
We needed the ability to create financials at the parent level to show the organization as a whole, without having to do off-the-napkin calculations using Excel.
Brandon Webster, Director of Finance
Unifying a fast-scaling multi-entity business
The pull toward Intuit Enterprise Suite was driven by the need for sophisticated multi-entity intercompany accounting. PULSEROLLER required a solution that could handle the complexity of three manufacturing businesses without forcing a complete overhaul of their existing tech stack.
Webster found that Intuit Enterprise Suite offered a “turnkey” transition because it maintained the company’s existing API connections with their third-party CRM. The decision was solidified by Intuit Enterprise Suite’s ability to:
- Automate intercompany journal entries: Eliminating the manual recording of transactions across separate files.
- Implement dimensions: Moving away from a cluttered COA with redundant GL accounts for trade shows and lodging toward a streamlined, dimensional reporting structure.
- Consolidated reporting: Providing the ownership group with a “single window into the business” and a “50,000-foot view” of total organizational health.
Intuit Enterprise Suite allows us to drill down. Ownership can see a better snapshot of how the company in total is doing, providing the visibility needed to see truly profitable primary business lines versus R&D expenditures.
Brandon Webster, Director of Finance
CPA savings and CFO clarity
The transition to Intuit Enterprise Suite has shifted the finance to proactive analysis mode. By leveraging the multi-entity consolidation features, Webster can now isolate the performance of the primary business from the money spent on R&D for another entity, Cardinal Kinetic. This visibility allows the President and ownership group to see “how truly profitable the primary business is” once experimental costs are extracted.
The financial impact is further supported by:
- CPA efficiency: Webster anticipates a 15% reduction in annual CPA costs. By providing the firm with cleaner in-house data and reconciliations that are more in sync with their expectations, the company expects to drastically reduce the volume of expensive, year-end adjusting entries.
- Labor allocation: The team is now using Intuit Enterprise Suite to allocate support functions, such as HR, Sales, and Finance, across entities. This ensures that the employees at Kyowa USA and at PULSEROLLER are accounted for accurately for R&D tax credits and federal EIN reporting.
- Fixed asset management: The manufacturing unit is currently migrating its equipment tracking into Intuit Enterprise Suite’s Fixed Asset Manager, ensuring that depreciation and asset valuation are managed within the same system as the general ledger.
Scaling to over $100 million in revenue
With a five-year goal of exceeding $100 million in revenue across all businesses, PULSEROLLER is using Intuit Enterprise Suite as its financial foundation. The company also has plans to add new legal entities within the next two years, a process that Webster admits would have been a manual nightmare under the old system but is now a “matter of setting up another instance” within the Intuit Enterprise Suite ecosystem.
As the company furthers automation, the focus remains on maintaining a lean, tech-driven finance department. “While the UI may look familiar,” Webster emphasizes that Intuit Enterprise Suite “continues providing the horsepower necessary” to transition from a small business to a multi-national manufacturing and distribution powerhouse.