Case Study: MountainSeed achieves 99% net income forecast accuracy with Vena Solutions

MountainSeed Identifies Highest Profit Margin Products and Forecasts Net Income With 99% Accuracy

MountainSeed, a real estate consultancy serving 600+ credit unions, community banks and regional banks, needed a better way to manage budgeting, forecasting and reporting as its business grew from one main product to nine revenue-producing products. Before Vena Solutions, the finance team relied on massive spreadsheets, slow manual work, and limited visibility into profitability by product, client, and scenario.

With Vena Solutions, MountainSeed automated forecasting and reporting, gained granular product- and client-level insights, and improved planning across revenue, workforce, and compensation models. The results included 99% accuracy in its first net income forecast, five days of manual work eliminated each month, and P&L reporting reduced from 3 hours to 12 seconds, while also helping identify churn risk and improve profit-margin decisions.

MountainSeed

Max DiPlotti

FP&A Manager