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Drivetrain

Overview

Drivetrain 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Drivetrain
Drivetrain
4.8
(20)

Pricing

Pricing available upon request

About Drivetrain

Drivetrain is a strategic finance platform that helps finance teams manage planning, tracking, and reporting. The platform caters to a range of industries, including finance, accounting, and business operations.

Drivetrain's key features include real-time tracking and reporting, continuous planning and forecasting, and a single source of truth for business data. Users can access reliable data in real-time, create interactive charts, and drill down into transaction-level details. The platform also enables users to build financial models with plain-English formulas and leverage AI-powered forecasting and analysis.

Drivetrain offers pre-built connectors, allowing users to integrate data from various business systems such as ERP, CRM, HRIS, and BI tools. This helps finance teams combine their accounting and business data for analysis and reporting.

Drivetrain Screenshots

0
0
1

Drivetrain Pricing and Plans

Free Trial
Free Version
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Drivetrain Features

  • Popular features found in Strategic Planning
    Budgeting/Forecasting
    Goal Setting/Tracking
    Idea Management
    KPI Monitoring
    Milestone Tracking
    Roadmapping
    Scenario Planning
  • More features of Drivetrain
    Access Controls/Permissions
    Accounting
    Accounting Integration
    Activity Dashboard
    Ad hoc Reporting
    Alerts/Notifications
    API
    Audit Trail
    Cash Flow Management
    Cash Management
    Charting
    Chart of Accounts
    Collaboration Tools
    Commenting/Notes
    Configurable Workflow
    Consolidation/Roll-Up
    Currency Management
    Customizable Reports
    Customizable Templates
    Dashboard
    Dashboard Creation
    Data Import/Export
    Data Visualization
    Drag & Drop
    Expense Management
    Expense Tracking
    Financial Analysis
    Financial Management
    Financial Reporting
    Forecasting
    General Ledger
    Income & Balance Sheet
    Modeling & Simulation
    Multi-Company
    Multi-Currency
    Multi-Department/Project
    Performance Metrics
    Planning Tools
    Predictive Analytics
    Profit/Loss Statement
    Projections
    Real-Time Analytics
    Real-Time Data
    Real-Time Monitoring
    Real-Time Reporting
    Reporting/Analytics
    Reporting & Statistics
    Sales Forecasting
    Self-Service Reporting
    Single Sign On
    Strategic Planning
    Template Management
    Third-Party Integrations
    User Management
    Version Control
    Visual Analytics
    "What If" Scenarios
    Workflow Management

Drivetrain Integrations

HubSpot Marketing Hub
HubSpot Marketing Hub
Salesforce Marketing Cloud
Salesforce Marketing Cloud
Sage Intacct
Sage Intacct
Looker
Looker
NetSuite
NetSuite
ADP Next Gen HCM
ADP Next Gen HCM

See all 33 integrations

Drivetrain User Reviews

Overall Rating

4.8

Ratings Breakdown

5

80%

4

20%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.6

Value for money

4.7

Customer support

4.9

Functionality

4.5

Have you used Drivetrain and would like to share your experience with others?

Peter's profile

Peter Z.

Verified reviewer

Fund-Raising

51-200 employees

Used daily for less than 2 years

Review source

Reviewed November 2025

Many promise one source of truth - Drivetrain actually delivered

5

Very positive overall experience with both the service & support as well as the software itself. I would give the overall capabilities and value a 11/10.

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Loved the white glove service and they fully took on the responsibility of onboarding with no extra costs. The tool itself allowed me to integrate all data streams and while a lot of companies talk about one source of truth - Drivetrain actually delivered this through flexibility of the tool itself but also through its expert onboarding team & continual customer support.
Cons:
I think the hardest thing about drivetrain is the mapping functionality in order to get all your reports working in the way you expect as well as aligning different sources of data to ensure they are abled to be reported together. This aligning is not always easy to figure out yourself - but the team itself is always on standby to help with this which is amazing.

Reasons for choosing Drivetrain

Most flexible and adaptive in the sales process - happily gave me a demo/sandbox instance.

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JC

Jean-Thomas C.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

From complex spreadsheets to seamless planning — a real productivity boost

5

Drivetrain has saved us countless hours and given our FP&A team a reliable, transparent, and scalable planning environment. It’s now our single source of truth for financial performance and forecasting. The mix of product capabilities and human support makes it one of the most effective tools I’ve implemented in FP&A. We have completely mitigated our risk of being dependant on single individuals owning and maintaining excel models/spreadsheets.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The Drivetrain team is truly amazing — extremely supportive and solution-oriented. They co-built our financial models with us to perfectly translate our former Excel logic into Drivetrain. Implementation was smooth and very collaborative. The platform itself is powerful and intuitive once configured, offering great automation, clear visibility, and a strong connection with Salesforce and other systems.
Cons:
Once you start building, you want to add everything at once — it’s addictive, but it means it never feels fast enough! I’d also love a bit more flexibility in the report layouts to customize the final view and storytelling.

Reasons for choosing Drivetrain

convinced by the pitch and demo that it was more focused and tailored to our B2B SaaS needs.

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AW

Alex W.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 12 months

Review source

Reviewed May 2025

Great software with a lot of potential!

4

Ratings Breakdown

3
Ease of use
3
Value for money
5
Customer support
4
Functionality
icon
Pros:
- Ability to create P&Ls, models, metrics and reports tailored to our business - Can create roles with specific accesses - Integrates very well with Netsuite, Salesforce and GoogleSheets - Quick and effective support
Cons:
- Platform can sometimes take some time to load - Linking metrics and variables can be challenging / require high level of understanding - The structure of Drivetrain means some tasks need to be carried out in a very specific way and if they're not done in that way it's difficult to troubleshoot without support

Reasons for choosing Drivetrain

Various reasons - UI was better, integration with other 3rd party apps

Vendor Response

Thanks for the detailed feedback! We’re glad Drivetrain’s flexibility, integrations, and support are delivering value. We hear you on the learning curve and platform speed - both are top priorities as we continue improving the experience. Appreciate you choosing us!

Replied August 2025

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MH

Michael H.

Verified reviewer

Computer Software

201-500 employees

Used daily for less than 12 months

Review source

Reviewed September 2025

Great product and team!

5

Our team has been very impressed with Drivetrain! We've been able to set up all of our Excel modeling and reporting within Drivetrain and feel confident in using these reports to guide our business with internal stakeholders and investors. The Drivetrain team (shoutout to Shailendra!) has also been extremely helpful when it comes to customer success and implementing new changes and taking our product suggestions earnestly.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Drivetrain allowed us to significantly streamline our monthly reporting and planning processes. We struggled to incorporate multi-dimensional planning across different segments of our business with our old tool (Mosaic) and this would be nearly impossible with Excel. The flexibility of Drivetrain's tool has been unmatched and was the reason that we made the switch. The Drivetrain team has also been great helping us with any questions that we had during the implementation.
Cons:
While the flexibility of the platform can allow your team to do more complex modeling than is possible in Excel and other tools, the ramp for setup and training on this could be longer than expected depending on how complex your models are.

Reasons for choosing Drivetrain

We also evaluated Aleph. We liked Aleph more than Mosaic too, but found it be a more Excel-native tool than what we were looking for given the stage of our company and modeling needs. Our leadership also preferred to have more robust dashboards that they could look at rather than Excel.

Reasons for switching to Drivetrain

- Mosaic struggled to handle multidimensional planning and reporting for our metrics. For example segmenting our ARR by channel AND product would have required multiple supporting metrics to create in Mosaic but was intuitive and easy to set up in Drivetrain. - Drivetrain's data integration setup was also superior to Mosaic's which allowed us to streamline out HRIS data integration. - Mosaic's tool could not support our more complex planning use cases and would frequently crash or slow down on us.

Vendor Response

Thank you for your detailed review! We appreciate your support as our product evolves

Replied September 2025

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AD

Andrew D.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Time-Saving Automations, Powerful Forecasting & Excellent Customer Success Team

5

My almost 2 year experience with Drivetrain has been exceptionally positive, transforming our finance operations through significant automation of financial reporting, which has saved us considerable time. The platform has allowed us to build comprehensive, interconnected forecasts. Furthermore, the implementation process was remarkably smooth, thanks to the Drivetrain team's expert support. Most of all the platform has greatly enhanced cross-functional collaboration. We are very happy with our decision to choose Drivetrain.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
- Automated Financial Reporting: Drivetrain significantly automated our financial reporting, including board decks, monthly closes, flux analyses, and BvAs, saving considerable time shortly after implementation. - Powerful & Flexible Forecasting: It offers highly flexible forecasting models for comprehensive top-line, expense, balance sheet, and cash flow forecasts that are interconnected with other systems. The formula writing is intuitive, making the transition from Excel easy. - Smooth Implementation & Support: The implementation team provides exceptional expertise and support, ensuring a smooth process. We were up and running with 3 statement financial models, dashboards, and reports within a couple months. - Enhanced Collaboration: Drivetrain fosters cross-functional collaboration with features like tagging in comments, user-level restrictions, and customizable, visually appealing graphs, charts, and tables in reports.
Cons:
I haven't run into any platform issues that the customer success team didn't promptly address and incorporate into upcoming product updates.

Reasons for choosing Drivetrain

Flexibility, out of the box SaaS metrics, in house implementation team, user friendly interface

Reasons for switching to Drivetrain

Drivetrains flexibility and in house customer success team were among the many reasons we made the change

Vendor Response

Thank you for sharing your experience with Drivetrain! It’s great to hear how Drivetrain has helped streamline your reporting, forecasting, and collaboration. We’re also glad the implementation process was smooth and impactful. Thanks for being a valued partner!

Replied June 2025

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WJ

Whitney J.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed June 2025

DuPont Trust LOVES Drivetrain!

5

Our team has been AMAZING! Dheeraj and Nikhil are so responsive and helpful. They really go above and beyond to make sure we can use Drivetrain to the best of its abilities. We can't thank them enough and they certainly deserve recognition (a bonus maybe?!) for their outstanding work.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Easy and intuitive to use the system - this is a great system for finance and accounting teams. You don't need to be a coder to use it! It integrates with our NetSuite ERP perfectly too. The look and feel of the system is also very clean and great to present/share with others in our organization. And last but not least, our team at Drivetrain is the best I've ever worked with!
Cons:
Some limitations on how you can compare the models versus actuals in reporting - we know this is something that is planned to be worked on in the future! We would love more flexibility than just the variance and attribution options.

Reasons for choosing Drivetrain

Best looking product and demos - we felt confident that we would be able to use this system ourselves. We were also happy with the pricing and the fact that the team seemed so helpful. We had a great reference call as well.

Reasons for switching to Drivetrain

NSPB (NetSuite Planning & Budgeting) did not work for us as we could not use it easily. We also had a poor implementation so it was never fully functioning. Then we switched back to excel which can be very manual and slow. We knew mistakes were much easier to make this way too.

Vendor Response

Thank you for the amazing review! We’re so glad to hear Drivetrain has been a strong fit for your team. Huge shoutout to Dheeraj and Nikhil, they’ll be thrilled to hear your kind words! We’re actively working on enhancing model vs. actuals comparisons and truly appreciate your feedback as we continue to improve.

Replied August 2025

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AL

Ashley L.

Verified reviewer

Information Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed May 2025

10/10 finance users would recommend

5

Drivetrain as a whole is an incredible tool for AI driven and dynamic reporting. For our business it has brought life to our financials in a way we were lacking before.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Drivetrain.ai is seriously leveling up the FP&A game. It’s smart, intuitive, and built for the way finance teams actually work today—with AI-powered insights, seamless integrations, and collaboration that doesn’t make you want to pull your hair out. If you're trying to ditch the spreadsheet chaos and modernize your planning process, this is the move.
Cons:
The load times can be a little lengthy depending on the amount of data being generated which leaves for less than ideal wait times.

Reasons for choosing Drivetrain

Drivetrain offered a sleeker reporting system and the customer service is unmatched

Reasons for switching to Drivetrain

We didn't enjoy the one dimensional reporting and lack of visualization

Vendor Response

Thank you for the feedback! We’re so glad Drivetrain is helping modernize your planning and bring your financials to life. We’re working to improve load times, especially for large data sets and truly appreciate your support as we keep making the platform even better.

Replied August 2025

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KN

Kendall N.

Verified reviewer

Computer Software

201-500 employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Bring in actuals instantly, forecast accurately

5

Drivetrain's customer support team has been extremely responsive to any requests we have had. Their team is extremely sharp and capable.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Drivetrain is amazing for pulling in actuals from your source systems (Quickbooks, HRIS, Tableau, and more to quickly roll over actuals and forecast accurately for the business. Building custom metrics is a breeze.
Cons:
Sometimes the syncs can take a while. Scheduled ones are usually fine because they will run in non-peak hours, but when I make a change in QB and sync, sometimes it takes a while. Granted we have a lot of data.

Reasons for switching to Drivetrain

Scalability in our finance org and accuracy in rolling over actuals.

Vendor Response

Thanks so much for the kind words! We’re glad Drivetrain is helping streamline actuals and forecasting for your team. We’re continuously working to optimize sync speeds especially for large datasets and really appreciate your trust and partnership.

Replied August 2025

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OY

Oliver Y.

Verified reviewer

Mining & Metals

201-500 employees

Used daily for less than 12 months

Review source

Reviewed June 2025

Reporting out of Drivetrain

5

Positive. The onboarding experience was greatly looked after by [sensitive content hidden] who always had plenty of time to help us through it. Now we are using it daily and we love the power we have in the reporting

Ratings Breakdown

4
Ease of use
5
Value for money
4
Customer support
4
Functionality
icon
Pros:
Drivetrain has completely leveled up our reporting. We are no longer sending out reports and tables in GSheets, but have a more polished look which is super easy to change to suit the audiences needs. And we have trust in the data
Cons:
It takes a while to get used to the product and start getting value out of it. If you put in the time though you are rewarded. We are self sufficient now mainly, however there are still some areas where we need to reach out to the Drivetrain team to fix/change something

Reasons for switching to Drivetrain

We were having so many issues integrating different sheets and sources as well as formulas breaking and limits on size of data

Vendor Response

Thanks for the detailed review! We’re thrilled to hear how Drivetrain has transformed your reporting and built trust in your data, we’re always here to support you as you continue growing with the platform.

Replied August 2025

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EM

Erik M.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed March 2025

We found the FP&A Platform we were looking for!

5

Onboarding was very smooth, 3-4 weeks to start getting value out of the platform. We were a bit nervous about the learning curve, having experienced this in the past but were able to get comfortable with Drivetrain quickly.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Flexibility: We have searched for an FP&A platform that would allow us the ability to create models that mirror the flexibility of Excel but with enhanced data control, we have found that with Drivetrain.
Cons:
Nothing significant, a few UX/UI features could be enhanced but overall, very easy to use and provides us the ability to look at data in a detailed or summarized fashion, which is what we were after.

Reasons for choosing Drivetrain

We needed a platform that we felt comfortable modeling our business and felt Drivetrain was the most flexible platform.

Vendor Response

Thanks for the wonderful review! We’re glad Drivetrain is delivering the flexibility you were looking for. It’s great to hear onboarding was smooth and that you’re already seeing value. We’re always working to refine the UI, and your feedback helps us get there.

Replied August 2025

Read More

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