Case Study: MountainSeed achieves renewal control and immediate savings with FinQuery Contract Management

MountainSeed Gains Control of Renewals & Achieves Immediate Savings with FinQuery Contract Management

MountainSeed, a financial services firm serving community banks and credit unions across the United States, struggled with a decentralized, manual contract management process. Using Excel spreadsheets and budget-meeting discussions as its main tracking methods, the team lacked a single source of truth and often discovered renewals only after invoices arrived and non-renewal windows had already passed.

To solve this, MountainSeed implemented FinQuery Contract Management to centralize all contracts and automate renewal tracking. FinQuery helped the team flag renewals up to six months in advance, add contract reviews to monthly budget meetings, and strengthen internal controls; as a result, MountainSeed eliminated missed renewals, saved time searching for contract details, and canceled two unneeded services in the first quarter alone.

MountainSeed

Max DiPlotti

FP&A Manager