Kirscherbaum referenced Quad as a potential competitive threat, specifically citing the possibility of Quad releasing a B2B ERP automatic NetSuite closing tool. This was framed as a hypothetical risk the host raised, and Kirscherbaum acknowledged it as a question the company thinks through often. No financial or market-share figures for Quad were stated, and no figures about Quad should be taken as company-confirmed data.
Kirscherbaum also noted that general-purpose AI providers such as Claude could theoretically target the month-end close use case but said he views it as highly unlikely given the specificity of the workflow. He did not name other direct software competitors by name during the interview.