Case Study - Incorta

Case Study: incorta

Faster, cleaner ARR with a lean FP&A team freed up for more strategic analysis.

"I can have the FP&A team actually focused on business partnering and responsive to driving outcomes rather than trying to accumulate data, sanitize, cleanse, create dashboards, and create presentations."
-Rob Dillon, CFO

Incorta is a leading data lakehouse platform that streamlines access to complex enterprise data for midmarket to Fortune 1000 innovators.

After raising its Series D and bringing on a new CFO, the company needed to accelerate access to deeper visibility into ARR data and key metrics each financial period, and to establish continuous monitoring for tracking performance signals consistently on an ongoing basis.

Tackling the Time-to-Insight Challenge in a Tight Labor Market

The incoming CFO, Rob Dillon, faced the challenge of quickly leveling up ARR reporting to inform accelerating growth. His lean FP&A team was already managing a heavy workload, including extensive manual work in Excel to bridge data from key systems. Recruiting to solve the bandwidth crunch would take too long, not to mention onboarding time for a new hire.

“By saving that 'half analyst' workload with FinQore, we can dedicate more time to modeling three-year forecasts, supporting fundraising, budgeting, and addressing questions from the CEO and CFO. SaaS metrics are critical KPIs, but with FinQore systematically handling them, we can focus on other areas of the business that might otherwise be overlooked if we were stuck in spreadsheets and charts.”

Sam Lee // FP&A Lead

Rob turned to FinQore and its platform to serve as an extension of his FP&A team, bringing both additional bandwidth and deep expertise in data science, tech, finance, and analytics. In less than 3 months, FinQore partnered with Incorta’s FP&A lead, Sam Lee, to establish faster, cleaner, and more comprehensive ARR reporting.

Since then, FinQore has enabled Incorta to:

‣ Enhance Data Confidence: Revenue data now undergoes independent, continuous validation, boosting confidence in data accuracy and integrity.
‣ Increase Strategic Focus: With SaaS metrics automated, FP&A can devote more time to forecasting, budgeting, and addressing executive and investor questions.
‣ Deepen Business Partnerships: Faster, more accurate data each period equips FP&A to engage more strategically with business leaders and drive key outcomes.

Reporting peace of mind and freeing up more time to focus on analyzing other strategic levers.

With ARR reporting now automated, the team receives weekly automated emails and has “anytime” access to accurate data for deeper dives and variance exploration in the FinQore app. As a result Sam and the FP&A team estimate they are saving half of an analyst’s workload. Time and attention they can now train on a broader set of strategic questions to inform the growth of the business.

Devices_Insights Deck

“Taking on a role that, at its core, requires accurate financial information requires a certain level of assurance that you are starting with good numbers. It's a philosophy of trust, but verify. Having an outside third party validate at least a portion of the underlying data certainly gave me greater comfort.”

Rob Dillon // Chief Financial Officer

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