Case Study: Integrate cuts month-end close from days to an hour with Planful
Key results
The challenge
Integrate's finance team ran a rapidly scaling marketing-technology business on 50-megabyte Excel files held together with Power Query and intricate formulas, with the knowledge to maintain them concentrated in one person. Budget cycles moved by email with recurring version-control issues.
The solution
Integrate adopted Planful for structured and dynamic planning in one platform, with native NetSuite and Salesforce integration and Excel-based reporting through Spotlight for Microsoft 365.
“A big differentiator for Planful is the UI, which is significantly better than just about any other tool on the market.”
AHAdam HofferSenior FP&A Manager, Integrate
The results, in context
Integrate cut its month-end FP&A close from days to about an hour, including baseline analysis, and reporting updates that once took hours now flow through every slide and report in minutes. Department reporting moved to a monthly cadence, up from once every two to three months, without adding headcount.