// DRIVEPOINT FOR FOUNDERS & CEOS

Say yes to the Target PO knowing exactly what it does to cash.

Drivepoint connects your Shopify, Amazon, retail, and accounting data into one source of truth in Excel, so the answer to "can we afford this?" takes minutes, not a weekend. No CFO required.

Get a DemoGrab the 13-week cash flow template

Founder-grade finance without the finance team.

01 · Data

One model, every channel, no Sunday rebuild.

Your numbers live in six places. Drivepoint pulls them into one financial model that updates itself, with the retail context (deductions, terms, freight, channel margins) already layered in.

  • Shopify, Amazon, TikTok Shop, retail POS, QuickBooks or NetSuite, and your ad platforms, connected once
  • Full P&L, balance sheet, and cash flow in Excel, refreshed with actuals automatically
  • The model you already built, kept alive, or a new one stood up in about a week
One model, every channel, no Sunday rebuild.
02 · Reporting & Alerts

Know where you stand every morning, not at month end.

Stop waiting on the close to find out how last month went. Daily pacing, cash position, and channel performance arrive in Slack or your inbox with the story already written.

  • Daily sales and margin pacing against plan
  • Cash and runway alerts when something moves
  • Ask any question about the business in plain English and get an answer grounded in your model
Know where you stand every morning, not at month end.
03 · Forecasting & Planning

Run the decision before you make it.

Price increase, new warehouse, second hire, tariff hit. Model it in minutes with the full P&L, cash, and inventory impact, then commit capital with confidence.

  • Unlimited what-if scenarios, side by side
  • See margin, cash, and inventory effects together, not in three separate spreadsheets
  • 99% forecast accuracy on customers' models, so the board believes the plan
Run the decision before you make it.
// OUTCOMES

What changes when the answer takes minutes.

01

Make the retail call with cash in view.

Say yes to the expansion with the cash impact in front of you, not a gut feeling.

02

Skip or delay a finance hire.

Keep the rigor without the headcount. About $200K saved versus a full-time hire.

03

Numbers that survive diligence.

Walk into investor meetings with a model that holds up under questioning.

04

Get your weekends back.

The Sunday rebuild is gone. The model updates itself.

// PROOF

Ibex assumed scaling meant hiring an FP&A manager at roughly $125K a year or a CFO at $430K. They could not justify either price tag, so they run strategic finance on Drivepoint instead.

Read the Ibex story →

Keep going: AI Scenario Modeling · Forecasting & Budgeting

// 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.

Book a demo