A four-step framework for CFOs to control AI token costs.

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For teams who’ve outgrown spreadsheets & legacy tools

The AI-native FP&A platform that does the work

Build forecasts, run scenarios, and reconcile headcount in minutes. AI operates your model, explains every formula, and traces every number to its source.

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The Drivetrain planning workspace
The Problem

Your planning can’t keep up with your business

Delayed answers

Actuals sit in your ERP, CRM, HRIS, and other systems. By the time they are reconciled and analyzed, the business has moved on.

Fragile models

Formulas break when you add a row. Scenarios live in separate files. Any structural change means hours of rebuilding or calling a consultant.

Decision bottlenecks

The CEO has a “what-if” question. Budget owners need a number. Every request lands on finance while the strategic work waits.

The Solution

Build a planning function that runs faster without breaking

[ 01 ]

Let AI build while you focus on driving decisions.

Use AI to build scenarios, update models, and explain variances without hallucinated numbers. Every change is reviewable, versioned, and traceable to its source.

  • Scenario agent
  • Plan mode
  • Modeling agent
  • Formula agent
  • Audit trail
  • Reporting agent
[ 02 ]

Speed up planning from input to locked budget.

Give budget owners access to the numbers they need, while FP&A can build and edit models on their own using Excel-style formulas and AI.

  • Department-scoped views
  • Budget templates
  • Approval workflows
  • Locked versions
  • BvA agent
[ 03 ]

Automate the tedious data work.

AI helps clean messy data, reconcile fields across systems, and flag anomalies early, so finance plans from trusted numbers instead of wrestling with spreadsheets.

  • 800+ connectors
  • Scheduled data syncs
  • Data transformation agent
  • Data classification agent
  • Drill-downs
[ 04 ]

Bring live financial context into your AI workflows.

Access live, permission-controlled financial data inside Claude, ChatGPT, and other AI tools your team already uses. Build workflows grounded in your numbers.

  • MCP
  • Access control
  • Live metrics & models
  • Source citations
  • Slack bot
Use Cases

Bring every core FP&A workflow into a scalable planning platform

Financial Reporting in Drivetrain
"I have used several FP&A platforms, and Drivetrain is the best I've used because we can model at a very granular level (vendor, department) without much effort. This is the first platform I've used where I've felt comfortable getting rid of the 'backup' Excel model."
  • Rillet logo
  • Salesforce logo
  • ADP logo
Integrations

Bring all your data into Drivetrain without IT

Connect your ERP, CRM, HRIS, and other business systems with pre-built native integrations finance can set up on its own.

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  • Scale to enterprise data volumes with reliable performance
  • Transform, clean, and normalize data before it hits your models
  • Sync data on demand or automatically on your schedule
Security

Compliant with the most rigorous security and safety standards

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Zero AI training on your data. Built for the confidentiality demands of the world's leading finance teams.

  • SOC 1 Type II
  • SOC 2 Type II
  • ISO 27001
  • GDPR

Your implementation determines your outcome

That's why every customer gets a dedicated strategic finance advisor.

CPA-led guidance

Don't just migrate your existing models; build a stronger financial foundation around industry best practices.

Flexible implementation

Choose the implementation model that fits your team: self-build, co-build, or white-glove.

Real-time support

Get fast answers from finance experts on Slack or Teams, in your time zone.

Become the strategic partner your business needs.

Fewer spreadsheets, faster planning, better decisions.

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