SaaS Financial Planning Software

Plan with data driven insights

Name: Purpose-built Financial Planning Software for SaaS businesses - Drivetrain
Brand: Drivetrain
Rating: 4.9 (65 reviews)

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.

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Fueling finance teams globally

4.9

Rating by G2 users

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.

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Connect all your up to date models like headcount plan, sales capacity plan, ARR & Customer buildup across your organization

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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Tell 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.

Frequently asked questions

How can Drivetrain help me with SaaS financial planning?

Drivetrain is one of the few FP&A solutions on the market today purpose-built for SaaS. Powerful, yet simple to use, Drivetrain was built with the inherent complexity of SaaS business models in mind. Here are just a few of ways that Drivetrain that will help you level up your financial planning processes:

Connect all your models to actuals in real time so they’re always accurate and always up to date.
Multi-dimensional modeling that allows you to deeply understand your business in all of its dimensions, such as by geographic region, market segments, pricing tiers, etc.
Ability to uncover key insights in your business with the ability to build multiple scenarios to determine best, worst, and base-case outcomes and plan accordingly.
Track all your key SaaS metrics and financial KPIs in one place.
Identify key drivers and anomalies with one-click root cause analysis to optimize revenue, cost, and profitability.
Tell the story behind your numbers in a more compelling way with interactive board-ready reports and dashboards accessible on demand.

Can I use Excel with Drivetrain?

Many businesses start looking for financial management tools as they begin to scale, which is when it usually becomes obvious that spreadsheets cannot manage the growing complexity of their businesses. However, for many businesses, it doesn’t make sense to completely abandon their use of spreadsheets for certain aspects of their financial planning.

Fortunately,offers the best of both worlds for growing businesses looking for a better solution. With robust FP&A capabilities for financial planning, including financial forecasting and budgeting, scenario analysis, metrics and KPI tracking, and automated reporting – all combined into a familiar, Excel-like user interface, Drivetrain makes it easy for new users to get up and running fast.

You can still use spreadsheets with Drivetrain, downloading data from various systems and uploading it into the platform, you don’t need to.

With , Drivetrain eliminates the need to manually move data in this way by connecting to all the systems containing the data you need for FP&A. By integrating directly with Drivetrain, your data will automatically flow into the platform in real time providing a single, central data source to work from that’s always accurate and up to date.

Can I integrate my ERP, CRM and, HRIS systems with Drivetrain?

Drivetrain is a comprehensive financial planning & analysis (FP&A) solution that offers more than that help you seamlessly bring data from your critical financial and business applications into one central location. Here are a few of our most popular integrations:

ERP and accounting systems: NetSuite, QuickBooks, Sage Intacct, Xero, Zoho Books, SAP
CRM: Salesforce, Hubspot, Pipedrive, Zendesk, Freshsales, SugarCRM
HRIS, ATS and payroll systems: Workday, BambooHR, Gusto, Zenefits, ADP, Lever, HiBob

You can see a list of all our integrations here.

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