Drivetrain
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About
Drivetrain is an AI-native business planning platform designed to streamline financial planning and analysis (FP&A). It serves as a centralized layer that sits on top of a company's existing source systems, such as ERPs, CRMs, and HRIS platforms. By consolidating data from over 800 native integrations, the platform automates complex reporting and budgeting tasks that are traditionally handled manually in spreadsheets. Its primary goal is to provide a single source of truth that allows finance teams to move from retrospective reporting to proactive strategic planning. The platform utilizes significant AI capabilities to automate the heavy lifting of financial modeling. Users can generate initial models like 3-statement forecasts or headcount plans with a single click. In practice, this means finance professionals can use natural language prompts to perform data transformations or ask the AI Analyst specific questions about business performance drivers. Features like automated Variance Analysis (BvA) generate board-level commentary in seconds, while real-time data syncs ensure that dashboards are always up-to-date. It also supports complex multi-entity and multi-currency consolidations, making it suitable for global operations. Drivetrain is primarily built for CFOs, FP&A teams, and business operators in fast-growing mid-market and enterprise companies. Industries range from SaaS and fintech to manufacturing and professional services. Beyond finance, it provides value to HR and People Ops for headcount planning, Sales and RevOps for pipeline forecasting, and Marketing for ROI modeling. Because it scales beyond the limitations of traditional spreadsheets, it is ideal for teams that need high-level collaboration with role-based access controls and detailed audit trails. What sets Drivetrain apart is its AI-native architecture and its focus on the concept of autonomous FP&A. Unlike legacy Enterprise Performance Management (EPM) tools that are often rigid and slow to implement, Drivetrain offers a typical onboarding cycle of four to six weeks. It maintains spreadsheet-like flexibility for modeling while offering the security and scalability of an enterprise-grade SaaS platform. Its implementation model is highly flexible, offering everything from self-serve guidance to white-glove service where the company's own implementation team handles the end-to-end setup.
Pros & Cons
Supports over 800 native integrations including ERP, CRM, and HRIS systems.
Provides an average ROI timeframe of 5.7 months based on user review data.
Handles complex usage-based and hybrid pricing models without manual workarounds.
Maintains enterprise security with SOC 1/2 Type II and ISO 27001 certifications.
Offers a white-glove implementation model that is fully managed in-house.
Does not offer a self-serve free trial for independent evaluation.
No on-premise deployment option is available as it is a SaaS-only platform.
Standard onboarding requires a commitment of 4 to 6 weeks for full setup.
Use Cases
FP&A Managers can automate 3-statement forecasts and variance analysis, reducing manual spreadsheet maintenance and board deck preparation time.
HR Leaders can conduct headcount planning by role and region while forecasting compensation, attrition, and backfills within a centralized platform.
Sales Operations teams can align revenue forecasts with live pipeline data and model quota coverage to ensure predictable growth targets.
Marketing Teams can plan campaign budgets, model Customer Acquisition Cost (CAC), and forecast lead flow and ROI through integrated data.
Executive Teams can access consolidated dashboards and run real-time scenario comparisons to track progress against strategic goals.
Platform
Features
• real-time data synchronization
• natural language ai analyst
• scenario and what-if modeling
• role-based access and data masking
• automated variance analysis (bva)
• multi-entity consolidation and eliminations
• 800+ pre-built system connectors
• autonomous ai model generation
FAQs
What core systems does Drivetrain integrate with?
Drivetrain offers over 800 native integrations across ERP, CRM, HRIS, and billing systems. Popular connectors include NetSuite, QuickBooks, Sage Intacct, Salesforce, HubSpot, ADP, and BambooHR.
How long does it take to implement Drivetrain?
Most implementations are completed within 4 to 6 weeks. The timeline varies depending on the complexity of your financial models and the number of data systems being connected to the platform.
How does the platform's AI functionality assist finance teams?
AI features include one-click model generation for 3-statement or headcount plans, natural language data transforms, and an AI Analyst that answers complex performance questions instantly. It also generates board-ready variance commentary in seconds.
Can I use Drivetrain for multi-entity or global consolidation?
Yes, it supports multi-entity and multi-subsidiary consolidation with automated inter-company eliminations and currency conversions. It can consolidate data across multiple different ERP systems to provide a unified view of the business.
What security standards does Drivetrain follow?
The platform is SOC 1 Type II and SOC 2 Type II certified, as well as GDPR and ISO 27001 compliant. Data is hosted on AWS and Google Cloud facilities located in the United States with strict account isolation.
Pricing Plans
Custom Proposal
Unknown Price• 800+ native integrations
• AI model generation
• AI Analyst with natural language querying
• Automated BvA commentary
• Multi-entity and multi-currency consolidation
• Scenario and what-if analysis
• Role-based access controls
• Dedicated Customer Success Manager
• Implementation costs included
• Shared Slack channel support
Job Opportunities
Program Manager - Founders Office
Streamline budgeting, forecasting, and reporting with an AI-native platform that integrates 800+ data sources for mid-market and enterprise finance teams.
Benefits:
Remote-friendly
Open & transparent
Idea-friendly
Customer-centric
Experience Requirements:
1-3 years in program or project management roles
Familiarity with Agile methodologies is a plus
Other Requirements:
Strong analytical skills with the ability to interpret data
Excellent communication and interpersonal skills
Ability to work in a fast-paced environment
Responsibilities:
Serve as the primary point of contact for global customers
Lead cross-functional teams to deliver implementation projects
Develop, track, and report on customer success metrics
Collaborate with the CEO to define strategic initiatives
Identify opportunities for process enhancements
Show more details
Strategic Finance Advisor
Streamline budgeting, forecasting, and reporting with an AI-native platform that integrates 800+ data sources for mid-market and enterprise finance teams.
Benefits:
Remote-friendly
Open & transparent
Idea-friendly
Customer-centric
Experience Requirements:
2-5 years of relevant experience in corporate FP&A setups
Other Requirements:
Top-notch written and verbal communication skills
Strong analytical skills with a creative mind
A collaborative mindset
Responsibilities:
Lead all customer enablement activities
Advise founders and finance leaders on planning and forecasting
Define product strategy and identify key features
Design and implement customer success strategies
Build a small team of customer success specialists
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Business Analyst - Customer Platform
Streamline budgeting, forecasting, and reporting with an AI-native platform that integrates 800+ data sources for mid-market and enterprise finance teams.
Benefits:
Remote-friendly
Open & transparent
Idea-friendly
Customer-centric
Experience Requirements:
Knowledge of SQL and databases
Other Requirements:
Strong analytical skills and structured problem-solving approach
Aspirational, self-driven, and proactive
Excellent communication skills
Responsibilities:
Map business models for SaaS businesses
Build customer operating and financial plans
Onboard customers onto the Drivetrain platform
Write complex SQL queries for dashboarding
Map key KPIs important for the customer
Show more details
Ratings & Reviews
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