CASE STUDY
Quore Modernizes Financial Operations with NetSuite and Caravel
August 21, 2026
For nearly a decade, Quore relied on a heavily customized legacy system to run the back office behind its hotel optimization software. The Atlanta-based company, founded in 2012, now serves more than 7,200 customers across the globe. But as Quore grew, the platform that once supported it became a liability, pushing the company to search for a modern ERP system and a partner who could implement it without disrupting day-to-day operations.
Challenge
Quore’s existing system had been customized to the point that the company routinely opted out of vendor upgrades, a decision that came with real consequences. Testing a single upgrade could take weeks or the better part of a month, and even then, the software often failed to work properly within Quore’s environment.
“I felt like we were open to some security issues there, being on really outdated software,” said Elizabeth Tarnow, VP of Finance at Quore.
The vendor was also deprecating pieces of the billing platform Quore’s system had been built on, narrowing the road ahead even further. Beyond the security risk, the limitations piled up: minimal integration options with other software, no out-of-the-box financial reporting (Quore needed a developer just to build basic reports), high maintenance costs, and a system so specialized that Quore couldn’t administer it in-house.
The stakes were high given Quore’s transaction volume. The company sends about 7,200 invoices every month and needed that process to run seamlessly alongside Salesforce, from generating invoices to reconciling accounts. Automated Dunning, the practice of sending scheduled payment reminders and collections notices, was a capability Quore had never had and badly needed.
Solution
Tarnow and Quore’s controller led a deliberate, research-heavy search for a new ERP system, building a detailed matrix to compare vendors on cost, implementation effort, and how well each aligned with a SaaS business model. The team looked broadly, considering options like Microsoft Dynamics, SAP, Oracle, and Workday, before narrowing the field. NetSuite and Sage emerged as finalists and were the only two vendors Quore brought in for formal demonstrations.
NetSuite stood apart for its continued investment in the platform, including new integrations Quore could see taking shape in real time, such as a direct Salesforce connection and a new credit card processor integration.
Once Quore settled on NetSuite, the company turned to implementation partners. NetSuite recommended Caravel, and Quore interviewed several companies that had already worked with the team. Rather than formally vetting multiple implementation partners, Quore scoped the engagement heavily around two non-negotiables: proven expertise in Salesforce integration and billing automation, including Dunning.
“I would throw these very complicated situations at him, like this, you know, A to B, to C, to F, and he would just regurgitate it and understand it and fix it,” Tarnow said of working with the Caravel team. “I was like, this is mind-boggling.”
The timeline reflected Quore’s size and workload. Rather than compress the project into an unrealistic window, the team built in time to properly identify and update processes, not just migrate data. The implementation also spanned an unplanned three-month maternity leave for Tarnow, work continued steadily throughout rather than pausing entirely, and the project still landed on schedule at close to a year overall.
Outcome
Quore went live smoothly, backed by thorough testing from its billing team throughout the process. The results addressed the pain points that started the search in the first place.
“Having more real-time access to our financials is very impactful for us to be able to make decisions,” Tarnow said.
The new system freed Quore’s billing team from manual workarounds, giving colleagues time back for higher-value work instead of troubleshooting. Invoice automation and Dunning, once must-have features Quore lacked entirely, now run on a consistent cadence. Through an integration with merchant processor VersaPay, Quore also launched a customer-facing portal where clients can view and pay invoices directly, eliminating the need to resend lost or misplaced bills.
Tarnow’s advice to other finance leaders considering a similar transition: understand your business before trying to fix it, build in extra time wherever possible, and choose an implementation partner carefully, since you’ll spend significant time working alongside them.