Case Study: HubSpot achieves real-time financial intelligence and continuous planning with Longview

Improving Financial Intelligence to Stay Ahead of Growth

HubSpot, a rapidly growing SaaS provider of marketing and sales tools serving thousands of customers worldwide, faced mounting planning challenges as headcount and costs swelled. Its finance team was bogged down by spreadsheet-based processes and manual data reconciliation across Workday, Salesforce and NetSuite, leaving business managers with late, static reports and little ability to translate insight into timely action.

By implementing the Tidemark platform, HubSpot automated data aggregation, adopted continuous, driver‑based planning and gave managers self-serve access to real‑time financial and headcount analytics. The change cut planning time, improved forecast accuracy (especially around headcount-driven revenue and costs), engaged business users in planning, and delivered critical capabilities in six weeks, enabling faster, more strategic decision-making.

HubSpot

Dave Stack

CFO