Case Study: New Relic achieves centralized financial data and automated reporting with Fivetran

New Relic Centralizes Financial Data & Automates Reporting

New Relic faced slow, error-prone financial processes: finance teams relied on Excel and Anaplan as an improvised data warehouse, and a failing Salesforce pipeline reduced confidence in product and revenue reporting. To join product and finance data for product‑led growth (PLG) analytics and to eliminate manual month‑end work, New Relic turned to Fivetran for automated data integration into a Snowflake warehouse.

Fivetran automated extraction and loading from sources like Zuora, Salesforce and Google Sheets into Snowflake, enabling scheduled, accounting‑accurate refreshes and Tableau dashboards as a single source of truth. The Fivetran implementation cut manual reporting time (month‑end numbers available within an hour vs. days), supported a PQL campaign with ~5 basis points higher open/click rates, exposed renewal and growth opportunities, and avoided hiring 3–5 data engineers—an estimated savings of nearly $500,000.

New Relic

Ed Fu

FP&A Manager