Case Study: Whatfix achieves faster, automated financial reporting with Drivetrain

Whatfix makes informed growth decisions with automated financial reporting in Drivetrain

Whatfix, an award-winning digital adoption platform, faced a significant challenge with its financial planning. Its small finance team struggled with data spread across multiple systems, relying on error-prone spreadsheets to create reports and forecasts. This manual process took nearly a week each month and made budgeting difficult due to a lack of version control and inconsistent formats among department heads.

By implementing Drivetrain’s financial planning platform, Whatfix integrated its key systems to create a centralized source of truth. This eliminated over 21 days of work per quarter spent on data consolidation. The solution automated reporting and budgeting, empowering five different teams to make faster, data-driven decisions and freeing the finance team from constantly generating variance reports.

Whatfix

Amit Sharma

Senior Director