Case Study: HubSpot achieves real-time financial intelligence and faster, more accurate headcount planning with Tidemark

Improving Financial Intelligence to Stay Ahead of Growth

HubSpot is a fast-growing SaaS company that provides all‑in‑one marketing software to thousands of customers worldwide. Rapid expansion exposed weaknesses in its planning — finance was spending too much time reconciling spreadsheets and static monthly reports, headcount volatility made forecasting revenue and costs unreliable, and business managers lacked timely, actionable financial insight.

HubSpot implemented Tidemark to automate and consolidate data from Salesforce, Workday, NetSuite and other systems into a single, near‑real‑time platform. The driver‑based model and structured planning workflows enabled what‑if analysis and clearer headcount visibility across functions and geographies, shifting the company to continuous planning, engaging business managers, cutting overall planning time and producing quicker, more accurate forecasts (critical features were live in six weeks).

HubSpot

Dave Stack

CFO