Case Study: CloudMargin achieves faster what‑if analysis and frees finance to add value with Planful

CloudMargin Empowers Finance to Add More Value and Analyze More Scenarios Using Planful

CloudMargin, creator of the first cloud-based collateral management workflow, was growing quickly but its finance team was bogged down by manual data gathering and spreadsheet-driven reporting. With limited headcount and only months before the annual budgeting cycle, finance had little time for analysis or scenario planning and needed a fast, automated single source of truth.

In just 12 weeks CloudMargin deployed Planful, integrated with their CRM and accounting platform via Boomi and added Spotlight for reporting. The automation cut monthly data collection from hours to minutes (saving about a day per month), accelerated closes and consolidations, enabled fast what-if and historical scenario analysis, and gave leadership clearer, more timely insight for decision-making.

CloudMargin

Ben Blake

Financial Controller