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
4.8
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.
Connect your model to actuals in real time
“Drivetrain has simplified our life by eliminating many manual steps involved with maintaining an Excel forecast. Importing actuals, saving snapshots and scenarios, and creating new metrics and calculations is MUCH easier than in Excel. It also doesn't have the "black box" feeling of many of the big box FP&A software.”
Kasey Curtis
VP Finance & Accounting, Dental Intelligence
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Uncover actionable insights faster
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 the ways that Drivetrain 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, Drivetrain 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.
With 800+ integrations, 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 800 integrations 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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