Case Study: Primer scales quote-to-cash and cuts billing errors with Sequence

How Primer built a modern quote to cash workflow to scale to 1,000 customers

Primer, a fintech company providing unified payments infrastructure, faced challenges scaling its quote-to-cash process for its complex, usage-based contracts. Their previous manual process, relying on spreadsheets and data exported from Snowflake, was prone to billing inaccuracies and revenue loss. They needed a scalable solution that could handle their bespoke pricing without requiring extensive engineering support, leading them to evaluate platforms and ultimately select Sequence.

Sequence provided a purpose-built quote-to-cash platform that could handle Primer's dynamic pricing models, including tiered and minimum fees. The solution integrated with Primer's existing Snowflake and Xero stack to automatically generate accurate invoices for review. With Sequence's implementation support, Primer was fully live within weeks. The results included reducing revenue slippage to less than 2% and enabling a single finance operator to manage billing for over 100 customers.

Primer

Pierre-Edouard Jumel

Chief Financial Officer