The AI Finance Platform
for consumer brands.

Connect finance and sales data, build killer models with AI, and report with the story already written. The finance function you need, without the headcount.

Drivepoint SmartModel and AI chat interface illustration

Trusted by 100+ consumer brands

Trusted by 100+ consumer brands

// THE FP&A TRADE-OFF

Fast answers are wrong.
Right answers arrive too late.
Either way, margins suffer.

FP&A trade-off illustration

// A BETTER WAY TO RUN FINANCE

Your model stays current.
Your scenarios run in minutes.
Your decisions don't wait.

A better way to run finance — Drivepoint SmartModelGet a demo

// THE DRIVEPOINT PLATFORM

Four capabilities.
One connected platform.

Built for the financial complexity of consumer brands.

Data & Context

Way more than just integrations. The missing data layer for AI in finance.

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Data and Context
Modeling

Modeling

The Excel model you trust. Upgraded and ready for action with SmartModel™ AI technology.

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Reporting

Board-ready reports. With the story already written.

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Reporting
AI Agents

AI Agents

Agents that do the finance work. Trained on your model, not the internet.

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AI Scenario Modeling

  • Answer million-dollar questions in minutes.
  • See the full P&L, cash, and inventory impact before you commit.
  • Model any scenario, like cutting CAC, raising prices, or doubling retail doors.
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Forecasting & Budgeting

  • Set targets with confidence.
  • Re-forecast instantly when conditions change.
  • Your model updates as actuals come in. No manual roll-forward.
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Channel Expansion

  • Model inventory, cash timing, channel margin, and breakeven before you sign.
  • See the full financial impact of a retail, marketplace, or wholesale partnership.
  • Say yes with conviction or no with clarity.
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Demand Planning

  • Forecast demand by SKU, channel, and location before you place POs.
  • Balance inventory risk against stockout risk with real numbers, not gut feel.
  • Tie every cost to cash, margin, and the financial model.
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Executive Reporting

  • Revenue, gross profit, cash, and variance to plan, surfaced every morning.
  • Go deeper in real time than the board wants to dig in.
  • Report with the story already written.
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DTC Forecasting

  • Know what DTC will generate before you commit spend or place POs.
  • SKU-level forecasts on your net sales, promos, and channel economics.
  • Updated daily, not quarterly.
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Cohort & LTV Analysis

  • Know which customers are worth acquiring and at what cost.
  • Ground growth investments in real payback economics.
  • Put capital where it actually compounds.
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Real outcomes.
Measured in margins.

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6.7%

average EBITDA margin improvement in year one.

$200K

cost savings vs. hiring finance FTE.

75%

of customers increase EBITDA in year one.

// INTEGRATIONS

40+ connectors. One live model.

Drivepoint plugs into the systems you already run — eCommerce platforms, retailers, finance, marketing, and ops — so every plan, forecast, and report stays in sync.

Amazon
Amazon Ads
Attentive
Cin7 Omni
Costco
CVS
Faire
Google Ads
Google Sheets
Klaviyo
Kroger
Meta
NetSuite
Northbeam
Pinterest Ads
Postscript
QuickBooks
Sephora
Shopify
Snapchat Ads
Stripe
Target
TikTok Ads
Tiktok Shop
Triple Whale
Ulta
Walmart
Wegmans
Whole Foods
Xero

What it sounds like when finance finally works.

Leaders from some of the fastest-growing consumer brands, in their own words.

Brian Tate, Founder & CEO of Oats Overnight

"Drivepoint helps us clearly paint the picture of what our future could look like so we can make capital allocation decisions with confidence. We’re making bold moves based on the outputs. So far, Drivepoint has massively over-delivered on a price to value basis."

Jon Wedel

Founder & CEO

Brian Tate, Founder & CEO of Oats Overnight

"Drivepoint unlocked decision making with more clarity than we’ve ever had before.”

Greg Davidson

Co-Founder

Brian Tate, Founder & CEO of Oats Overnight

"Drivepoint is a central, reliable source of truth. I don't have to wait for anybody—I just have everything I'm looking for in one place. Whether I'm looking at cohort behavior, sales trends, or playing with scenarios, it helps my brain drive and think about what are the best moves for SEEQ."

Keenan Kelly

CEO

Brian Tate, Founder & CEO of Oats Overnight

"Drivepoint gives me very strong conviction because the numbers are clear as day, and that makes decisions easier."

Oliver Zak

Co-Founder & CEO

Brian Tate, Founder & CEO of Oats Overnight

"With Drivepoint, you will actually help you figure out what your pathway looks like as a DTC brand. We have unlocked some big, big insights for our strategic finance, which we accomplished thanks to their models. That kind of clear understanding is vital if you want to scale in this economy."

Vasu Goyal

Founder

Brian Tate, Founder & CEO of Oats Overnight

"Modeling everything out in Drivepoint showed us exactly how much impact increasing AOV could have on our business. It gave us the confidence we needed to focus and execute instead of spreading our efforts too thin."

Nick Allen

Co-founder & CEO

Brian Tate, Founder & CEO of Oats Overnight

"Drivepoint is a mission critical source of truth for Ibex. It's the only place where we can see a complete view of the business — past, present, and future."

Jordan Todoroff

General Manager

Brian Tate, Founder & CEO of Oats Overnight

“Now, when month close happens, I’m not exhausted from accounting work. I’m ready to rock and roll and focus on making strategic decisions.”

Kevin Chanthasiriphan

Co-Founder

See what Drivepoint
looks like for your brand.

Book a demo and see how quickly Drivepoint gets your complete financial model up and running — connected to your data, built for your channels, ready for your next big decision. Whether you're planning a retail launch, preparing for a raise, or replacing a spreadsheet that only one person can touch.

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