AI Finance Platform.
Built for Consumer Brands.

40+ integrations feeding one model and AI that knows how finance actually works inside consumer brands.

// THE DRIVEPOINT PLATFORM

Built for how consumer brands actually do finance.

Data and Context

Connect your data and create your context layer.

An enterprise-grade data warehouse with pre-built aggregations. Your data consolidates automatically and becomes the persistent context layer that powers every model, scenario, and report.

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Modeling

Build and maintain your model.

Your complete financial model in Excel, connected to live data and updated automatically. Run what-if scenarios, reforecast in minutes, model the full P&L and cash impact of any decision before you make it.

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Reporting

Report, decide, repeat.

Revenue, margins, cash position, and variance to plan surface automatically with AI-generated commentary that explains what changed and why. You spend less time building reports and more time acting on them.

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AI Agents

Put AI agents on the busywork.

Agents that know your business handle the repetitive work you shouldnt be doing manually: rolling forecasts forward, flagging variances, prepping board materials, answering ad hoc questions from your model. And they get smarter the more you use them.

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MCP Server

Ask your numbers anything.

The Drivepoint MCP server connects your data to Claude. Anyone on your team asks in plain English and gets a board-ready answer in seconds, with every number on a clean, vetted data layer you can trust.

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// Use Cases

What you can do with Drivepoint.

From AI scenario modeling to retail launch planning, every capability is built for the financial complexity of consumer brands.

AI Scenario Modeling

AI Scenario Modeling

Get answers in seconds, not a meeting request. Run what-if scenarios across P&L, cash flow, and inventory in minutes without touching the live model. Ask your model what happens if you cut CAC by 10% or double your retail doors. Every major decision gets modeled before it gets made.

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Forecasting & Budgeting

Forecasting and Budgeting

Set targets with confidence and reforecast in minutes when conditions change. Your model updates automatically as actuals come in, so you always know where you stand and why, without rolling anything forward manually.

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Executive Reporting

Executive Reporting

Surface reports automatically, every morning, before anyone asks. When the board wants to go deeper, answer in real time with a model they can believe in.

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Cohort & LTV Analysis

Cohort and LTV

Know which customers are worth acquiring and at what cost. Ground your growth investments in real payback economics so capital goes where it actually compounds.

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Retail Launch Planning

Retail Launch

Model the full financial impact of a retail partnership before you commit: inventory requirements, cash timing, margin by channel, and breakeven timeline.

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DTC Forecasting

DTC Forecasting

Know what your DTC channel will generate before you commit spend. SKU-level forecasting built on your actual sales history, promotional plans, and channel economics. Updated daily, not quarterly.

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Demand Planning

Demand Planning

Plan with confidence, avoid stockouts and overbuys, and keep working capital in line. SKU-level forecasts tied directly to cash, inventory, and P&L. One connected plan instead of three disconnected spreadsheets.

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Data Consolidation

Data Consolidation: every channel feeding one clean data layer

Every system, one source of truth. Shopify, Amazon, NetSuite, QuickBooks, your 3PL, and retailer portals all feed one clean, AI-ready data layer. No more manual pulls, no more reconciliation exercises, and no more debating whose numbers are right.

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The numbers behind the numbers.

Consumer brands use Drivepoint to make faster, more confident financial decisions. Heres what that looks like in practice.

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$4M
EBITDA increase from one well-timed facility expansion
Oats Overnight

The $4M decision they almost missed.

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20%
EBITDA improvement in months, with one accountant and Drivepoint
Mad Rabbit

From growth-at-all-costs to profitable.

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// 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
Cin7 Omni
Costco
Faire
Google Sheets
Meta
NetSuite
QuickBooks
Sephora
Shopify
Stripe
Target
TikTok Ads
Tiktok Shop
Ulta
Walmart
Whole Foods
Xero
// FAQ

Drivepoint questions, answered.

What consumer brand finance leaders ask before they commit to Drivepoint.

Drivepoint is an AI finance platform built specifically for consumer brands. It connects your financial, operational, and market data into a single live model, then uses AI agents to help your team run scenarios, generate reports, and answer finance questions in plain English. Drivepoint serves DTC, omnichannel, and CPG brands from roughly $5M to $200M+ in revenue. It replaces the fragmented combination of manual spreadsheets, generic FP&A software, and disconnected BI tools that most consumer brand finance teams rely on today.

Most FP&A software is built for generic businesses and asks finance teams to abandon Excel. Drivepoint is different in two ways. First, it is built for the specific financial complexity of consumer brands: DTC cohorts, retail deductions, SKU-level demand planning, and multi-channel margin analysis are built in, not bolted on. Second, it uses Excel as the modeling surface rather than replacing it, so finance teams keep the formulas, shortcuts, and muscle memory they already have. Customers see an average of 6.7 percentage points of EBITDA improvement in year one.

Drivepoint has 75+ prebuilt integrations covering the systems consumer brands run on: Shopify, Amazon, TikTok Shop, Walmart, Target, Whole Foods, Sephora, Ulta, Faire, Cin7, NetSuite, QuickBooks, Xero, Meta, Google Ads, Stripe, and more. Most brands are connected end-to-end within a day. Drivepoint maintains the integrations, so your team does not have to manage data pipelines.

Drivepoint works with growth-stage and scaling consumer brands across DTC, wholesale, and retail channels. Examples include Oats Overnight, which used Drivepoint to identify a $4M EBITDA opportunity from a single facility expansion decision, and Mad Rabbit, which improved EBITDA by 20% in months with one accountant and Drivepoint. Customers are typically in the $5M to $200M+ revenue range, operating across Shopify, Amazon, and at least one retail or wholesale channel.

No. Drivepoint is a platform that makes your existing finance team significantly more productive. The platform handles mechanical work (data consolidation, model actualization, report generation, variance commentary) so your finance leader can focus on decisions. Drivepoint customers often find that one person with Drivepoint covers what previously required three. That means lean teams can compete with larger finance organizations, not that you eliminate finance altogether.

See what Drivepoint
looks like for your brand.

Take a self-guided tour, or get a walkthrough tailored to your brand.