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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Drivepoint is a smart finance platform tailored for consumer and CPG brands, utilizing data and AI to streamline forecasting, scenario planning, and financial analysis. By replacing traditional spreadsheet workflows, it integrates data from various sources like wholesale, Amazon, direct-to-consumer, and retail, which allows teams to create precise financial models and forecasts much more quickly. The platform enhances core forecasting tasks with AI-driven insights, enabling users to accurately predict comprehensive financial statements, including profit and loss, balance sheets, and cash flow. Additionally, it facilitates swift scenario planning, empowering users to generate and compare numerous business scenarios within seconds, thereby assisting teams in evaluating the financial ramifications of their decisions without the need for cumbersome manual modeling. Ultimately, Drivepoint revolutionizes the financial planning landscape for brands, ensuring they can respond to market changes more effectively and efficiently.

Description

Introducing the pioneering online financial planning tool available on the market today. Say goodbye to cumbersome Excel spreadsheets for budgeting and forecasting; our SaaS solution allows you to seamlessly simulate various scenarios, enhancing decision-making for your business's financial health. With the capability to create forecasts for an entire year, you can strategically plan your company's future and adapt as needed. Access vital information effortlessly, whenever and wherever you require it, all through a simple click. Our platform streamlines financial management by integrating with accounting ERPs, enabling you to upload data for comprehensive insights into your company's performance, along with detailed analyses and reports. Gain a swift and thorough overview of your company’s financial condition with the auto-generated financial report provided by our SaaS. Additionally, crafting your ideal budget becomes a breeze, as our tool simplifies the entire process into just a few easy steps, making financial planning not only efficient but also more accessible than ever.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
Amazon Yes 
Google Ads Yes 
Google Cloud BigQuery Yes 
Google Sheets Yes 
Meta AI Yes 
NetSuite Yes 
Pinterest Yes 
QuickBooks Online Yes 
Recharge Yes 
Shopify Yes 
Slack Yes 
TikTok Yes 

Integrations

Microsoft Excel Yes 
Amazon No 
Google Ads No 
Google Cloud BigQuery No 
Google Sheets No 
Meta AI No 
NetSuite No 
Pinterest No 
QuickBooks Online No 
Recharge No 
Shopify No 
Slack No 
TikTok No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Drivepoint

Founded

2021

Country

United States

Website

www.drivepoint.io

Vendor Details

Company Name

Finergia

Country

Spain

Website

finergia.es/

Product Features

Product Features

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