Case Study: Keap accelerates growth and streamlines financial planning with Workday Adaptive Planning

Infusionsoft Fuels Its Fast-Growth Strategy

Infusionsoft, a fast‑growing Chandler, AZ developer of cloud-based sales and marketing software for small businesses, faced mounting complexity as revenue and headcount expanded. Its growth outpaced Excel-based budgeting and forecasting, leaving finance without the timely, accurate visibility into revenue, costs and resource alignment needed to steer strategy and support rapid expansion.

To solve this, Infusionsoft implemented NetSuite Financial Planning (powered by Adaptive Insights) and added a dedicated FP&A manager, replacing manual spreadsheets with integrated annual plans and rolling forecasts tied to NetSuite ERP. The change cut performance reporting from three weeks to a few days, doubled Financial Planning users to about 45, accelerated month‑end close, improved collaboration and data-driven decision making, and gave leadership clearer, more frequent forecasts to minimize risk and sustain fast growth.

Keap

Eric Zimmerman

FP&A Manager