Financial Planning & Analysis Software

Plan with precision and achieve targets, predictably

Collaboratively build financial models, connect them to your data sources, monitor progress and adjust plans to stay on target - on a single platform. Create board-ready reports with engaging visualizations to narrate the story behind the numbers.

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Empowering fast-growing category leaders

Outcomes

Predictable Revenue

Have a constant snapshot of business performance and course correct as needed to stay on track.

Speed to decision

Get actionable insights quickly to make confident decisions.

Faster alignment

Achieve faster process buy-in across all teams with built-in collaboration functionality.

Shorten your planning cycle

Model faster with user-friendly, business formulas that everyone can understand.
Build multidimensional models across countries, segments, products, or any other split without duplicating work.
Reduce the risk of manual errors with fast, accurate driver-based planning.
Collaborate on plans and budgets across departments while being in control of the overall process.

Learn more

An ARR and customer buildup being modeled on Drivetrain for the first quarter of 2023 as the planning period. It shows the multidimensional modeling capability where the "Customers" metric is highlighted with its formula given as Customers in the last month plus new customers in this month minus churn customers in this month. The Customers metric itself is further broken up by various dimensions such as Regions (Americas, EMEA, APAC) and Market Segment (SMB, Mid-market, Enterprise) besides other dimensions such as Customer Type, Acquisition Channels, Industry and Product

A Profit and Loss statement or income statement on Drivetrain for the first quarter of financial year 2023. The image shows the Actuals recorded for various metrics in a SaaS P and L statement such as Subscription Revenue, Other Revenue, Total Revenue, Gross Profit with the variances.

Consolidate and track performance in one place

Bring together your financial and business applications to track all key metrics in one place.
Monitor budget vs. actuals, cash balance and runway forecasts in real-time.
Conduct variance analyses by any relevant driver.
See the financial impact of changes to departmental plans (sales quota, marketing, hiring & more) in seconds.

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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Have greater control over your financial reports

Build custom and ad hoc reports without IT or consultants.
Drill down into the data behind reports to quickly identify drivers that impact revenue goals.
Access custom or built-in SaaS metrics including CAC, LTV, magic number, and more.

Learn more

A Plan versus Actuals variance report on Drivetrain showing a list of metrics for the month of April 2023 such as ARPA, New Customers, ARR and New ARR broken down by Market Segments SMB, Mid-market and Enterprise where the Mid-market number is further broken up by Regions such as Americas, EMEA and APAC. The break-up of the New ARR for the Americas Mid-market segment is $135.9K is shown on the screen with a list of accounts contributing to that value.

Root cause analysis into the Cost of Goods Sold or COGS metric for the first quarter of 2023. The bar chart shows that the COGS metric is impacting Gross Profit which is 79 percent below plan and the scorecards below the bar chart shows the various metrics that the COGS metric is impacted by—namely, Customer Success costs, Infra and Engineer Costs and Professional Services Costs with details into their performance for quick identification of the root cause behind the underperformance.

Speed up analysis to drive better business strategy

Use the drivers and assumptions in your financial model to create and compare What-If scenarios in minutes.
Identify key drivers and anomalies with one-click root cause analysis to optimize revenue, cost, and profit.
Create actionable dashboards to analyze and forecast metric trends with minimal effort.

Built for CFOs and FP&A teams

Connected planning

Align teams around a single source of truth with connected plans & shared metrics.

Scenario modeling

Run What-If scenarios and perform root cause analyses in minutes.

Assumption-based headcount planning

Factor and project the number and timing of hires for creating hiring plans.

Variance analysis

Automated consolidation of data for real-time monitoring of plan vs. actuals.

Rolling forecasts

Do continuous planning with rolling forecasts to ensure plans, forecasts, and reports are always up to date.

Pro forma reporting

Create pro forma financial statements such as P&L, balance sheet, cash flow, and more.

A new top-down approach to financial modeling - SaaS Metrics Based Planning

Shorter planning cycle compared to other approaches
Faster alignment across functions
Higher accountability towards company's goals

Strike the right balance between key board metrics with Saas Metrics Based Planning and save time and effort throughout the planning process compared to other approaches. Drive faster alignment and create more efficiency.

Plan with precision and achieve targets, predictably

Collaboratively build financial models, connect them to your data sources, monitor progress and adjust plans to stay on target - on a single platform. Create board-ready reports with engaging visualizations to narrate the story behind the numbers.

Empowering fast-growing category leaders

Outcomes

Predictable Revenue

Have a constant snapshot of business performance and course correct as needed to stay on track.

Speed to decision

Get actionable insights quickly to make confident decisions.

Faster alignment

Achieve faster process buy-in across all teams with built-in collaboration functionality.

Shorten your planning cycle

Model faster with user-friendly, business formulas that everyone can understand.

Build multidimensional models across countries, segments, products, or any other split without duplicating work.

Reduce the risk of manual errors with fast, accurate driver-based planning.

Collaborate on plans and budgets across departments while being in control of the overall process.

Consolidate and track performance in one place

Bring together your financial and business applications to track all key metrics in one place.

Monitor budget vs. actuals, cash balance and runway forecasts in real-time.

Conduct variance analyses by any relevant driver.

See the financial impact of changes to departmental plans (sales quota, marketing, hiring & more) in seconds.

Naga Subramanya

Have greater control over your financial reports

Build custom and ad hoc reports without IT or consultants.

Drill down into the data behind reports to quickly identify drivers that impact revenue goals.

Access custom or built-in SaaS metrics including CAC, LTV, magic number, and more.

Speed up analysis to drive better business strategy

Use the drivers and assumptions in your financial model to create and compare What-If scenarios in minutes.

Identify key drivers and anomalies with one-click root cause analysis to optimize revenue, cost, and profit.

Create actionable dashboards to analyze and forecast metric trends with minimal effort.

Why Drivetrain?