Case Study: Cortex achieves faster finance planning and reporting with Abacum

How Cortex Transformed Finance Operations with Abacum

Cortex, a Series C enterprise software company, needed a better way to manage FP&A as it grew. Its finance team was relying on spreadsheets and manual exports from Rippling and QuickBooks, which made planning, headcount forecasting, and reporting slow, stale, and hard to trust. Cortex turned to Abacum, an AI-native business planning platform, to centralize its data and improve finance operations.

With Abacum, Cortex integrated key systems like QuickBooks, Salesforce, Rippling, BigQuery, Tabs, Google Sheets, and Excel to support rolling forecasts, board reporting, scenario planning, variance analysis, and departmental planning. The results were significant: budget cycles became 50% faster, reporting time was cut by 70%, and 100% of budget owners adopted the process. Abacum helped Cortex build a lean, strategic finance function with just two people while improving confidence, speed, and company-wide planning.

Cortex

Evan Pincus

VP of Finance and Operations