// DRIVEPOINT FOR CFOS & VPS OF FINANCE

Forecasts your board can't poke holes in. Built in a fraction of the time.

Drivepoint keeps your model in Excel, feeds it live data from 75+ integrations, and puts AI trained on consumer brand finance to work on the manual 80% so your team can spend its time on the strategic 20%.

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The finance stack, consolidated.

01 · Data

Every source reconciled into one model you own.

Fragmented data across channels is the root of forecast variance. Drivepoint consolidates GL, sales, marketing, and inventory data into a single Excel model with full audit trail and org-wide permissions.

  • NetSuite, QuickBooks, Shopify, Amazon, retail POS, WMS and IMS, and ad platforms
  • Consumer brand context built in: gross-to-net, trade spend, deductions, channel margin tiers
  • Your model, in your Excel, with every formula visible and defensible
Every source reconciled into one model you own.
02 · Reporting & Alerts

Board-ready reporting with the story already written.

140+ retail-specific reports, variance explanations drafted by AI, and scheduled delivery to the people who need them. The narrative writes itself; you edit the judgment calls.

  • Monthly close package, board deck inputs, and investor updates from the same source of truth
  • Variance analysis by driver: price, volume, mix, timing
  • Alerts when actuals drift from plan, before the board notices
Board-ready reporting with the story already written.
03 · Forecasting & Planning

Scenario planning at the speed of the question.

When the CEO calls at 9PM asking about the new channel, the answer is a scenario away. Reforecast automatically as actuals land, and stress test anything from tariffs to a missed quarter.

  • Rolling reforecast with every close
  • Named scenarios, compared side by side, saved for the board
  • Cash, working capital, and inventory modeled together
Scenario planning at the speed of the question.
// OUTCOMES

What changes for the finance team.

01

Planning cycles from weeks to hours.

Reforecast and scenario work at the speed of the question, not the quarter.

02

Zero errors caught in diligence.

Every formula visible, every number tied to source.

03

One exceptional person, fully leveraged.

One finance hire with Drivepoint replaces three without it.

04

Move from the engine room to the bridge.

Less time assembling numbers, more time steering with them.

// PROOF

Mad Rabbit's CEO has board members who can sniff out any error. With Drivepoint, planning cycles went from weeks to hours, EBITDA improved 20% within months, and their reporting went through diligence with zero errors caught.

Read the Mad Rabbit story →

Keep going: Executive Reporting · AI Scenario Modeling

// THE PLATFORM

Explore the full platform.

Drivepoint is a single platform with five pillars. They share one model, one data layer and one set of permissions, so the work flows.

Data & Context

Connect your financials, ops, and market data.

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Modeling

Driver-based scenarios your whole team can use.

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Reporting

Board-ready reports, generated and distributed.

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AI Agents

Agents that answer, draft, and watch, 24/7.

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MCP Server

Ask your numbers anything, right inside Claude.

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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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