SaaS Financial Planning Software
Plan with data driven insights
Bring all your data into a single platform for easy planning, budgeting and forecasting. Get up and running quickly with best-of-breed templates and 150+ built-in financial and SaaS metrics.
Fueling finance teams globally
Outcomes
Financial visibility in 360 degrees
Understand your business in every dimension with a unified data platform that provides financial clarity.
Data, people and processes aligned
Get faster buy-in with built-in collaboration tools and streamlined data access across all teams.
Real-time insights for faster decisions
Make smarter decisions faster with a platform capable of uncovering deep insights in your data.
Unify your data from multiple source systems
Easily connect to your ERP, CRM, BI, billing systems, HRIS and more with out-of-the-box integrations.
Always be confident in your reporting with numbers that automatically update with any changes in the underlying data.
Instantly access all the data you need from different systems to calculate over 150+ SaaS metrics like NRR, LTV:CAC ratio, Rule of 40, ARR/FTE, etc.
Customize all your financial and operational reports, choosing just the metrics you need with flexible formatting and styling to present them any way you want.
Connect your model to actuals in real time
Use our SaaS financial model templates to get started quickly. Or, create multidimensional models from scratch 10x faster with our intuitive UI and plain-English formulas.
Eliminate guesswork with instant access to real-time actuals to create more accurate rolling forecasts and cash flow projections.
Streamline communication between teams with built-in collaboration tools that make building and aligning on plans and budgets faster.
“Before Drivetrain, we had to spend time exporting and consolidating data across our Quickbooks accounts, multiple Excel files and Chargebee data to build our reporting. It took us five days every month to accomplish this. With Drivetrain, the data consolidation and rollups are completely automated and available in real-time.”
Naga Subramanya
Associate Director of Finance, Airmeet
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Book a DemoTell the story behind your numbers in a more compelling way
Create interactive board-ready reports and dashboards that can be shared and viewed on demand.
Customize your reports to reveal what really matters with the ability to analyze, illustrate, and explain metric trends by any dimension.
Perform an in-depth, budget variance analysis in real-time, drilling down to transaction-level data to quickly identify the drivers impacting revenue goals and answer follow-up questions
Use our comprehensive access controls and audit trails to track and securely share your SaaS metric reports and analyses, ensuring users can only access the information they need.
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Uncover actionable insights faster
Use the What If scenario analysis tool to examine the potential effects of changes in churn, hiring decisions, vendor selection, or how opening a remote office might affect revenue, costs and runway.
Easily build and compare multiple scenarios to create new plans to determine the best, worst, and base-case outcomes.
Identify key drivers and anomalies with one-click root cause analysis to optimize revenue, cost, and profitability.
Purpose-Built for SaaS CFOs and FP&A teams
Three statement model
Create and customize three statement model reports (P&L, balance sheet and cash flow).
Connected planning
Align teams around a single source of truth with connected plans, shared metrics and collaboration tools.
Rolling forecasts
Do continuous planning with rolling forecasts to ensure plans, forecasts, and reports are always up to date.
Budget variance analysis
Monitor you budget vs actuals in real-time with automated data consolidation.
Support for multiple regions and currencies
Consolidate data from multiple geographies with different currencies for region- and currency-specific reports.
Scenario analysis
Answer higher-order questions in minutes with powerful What If analysis and root cause analysis tools.
Ready to start your journey?
Book a Demo