Case Study: ClickUp streamlines financial planning with Pigment

How ClickUp fast-tracked financial planning with seamless integrations

ClickUp, a technology company with 1,001–5,000 employees, needed a better way to manage financial planning as its data needs grew. Its finance team had outgrown Google Sheets, which became slow and inefficient as more connected sheets were added, making it harder to consolidate data, collaborate, and support faster decision-making.

Pigment replaced ClickUp’s manual, siloed processes with a unified planning platform integrated across its tech stack, including AI Agents. With Pigment’s Analyst Agent and Modeler Agent, ClickUp automated monthly budget variance analysis and accelerated model building, saving 1–1.5 days per team member per month and handling 25–50% of upfront model structure. Pigment helped the finance team improve data accuracy, gain real-time insights, and shift time from repetitive reporting to more strategic work.

ClickUp

Jeremy Stern

Finance Manager