Case Study: Oberto achieves automated budgeting, faster forecasting and 20+ hours/month saved with Board

Automated Budgeting and Reporting at Oberto Snacks Eliminating non-value-added activities and delivering complete financial transparency to improve data visualization, consolidation, and forecasting

Oberto Snacks, a century-old meat snack manufacturer with 500+ employees and three brands (Oberto, Pacific Gold, Cattleman’s Cut), relied on Excel for financial reporting and forecasting, which created inconsistent, error-prone processes and an unclear consolidated view of performance. Forecasting alone required about six hours per week (over 20 hours per month), and long-range planning could take months, prompting a finance-led digital transformation to reduce manual work and improve data accuracy.

Oberto implemented the Board decision-making platform—combining BI, planning, and predictive analytics—to automate budgeting, reporting, consolidation, and forecasting. The platform eliminated more than 20 hours per month of non-value-added work, reduced errors, sped executive decision-making, and was extended beyond finance into payroll management, marketing expense tracking, SOP logs, and new-item setup with approval workflows.

Oberto

Kyle Silva

Finance Manager