Case Study: ServiceTitan achieves automated forecasting and integrated financial planning with Workday Adaptive Planning

ServiceTitan Integrates Key Business Systems for Better Visibility

ServiceTitan, a mobile cloud software provider for home services, faced growing pains as booming sales and hiring exposed static, disconnected FP&A processes. The finance team struggled to forecast sales, measure customer acquisition costs, track sales productivity, and time hiring to meet rapid growth.

By implementing the Adaptive Insights Business Planning Cloud and integrating it with Intacct ERP and Salesforce CRM, ServiceTitan automated data integration, forecasting, reporting, and financial consolidation. The company now runs rolling forecasts and multiple scenario models, shortens month-end close, uses dashboards to track KPIs (CAC, ARR per CSM, revenue per AE), and better times hires—enabling faster, more informed decision-making and continuous collaborative planning.

ServiceTitan

Russell Nicholls

Vice President of Finance