AI Financial Forecasting Platform for a Series A Fintech

Problem

A growing fintech startup relied on spreadsheets and manual exports to build investor-ready forecasts. Analysts spent days reconciling data across billing, CRM, and accounting tools before every board review.

Solution

Vanta built a unified forecasting platform with LLM-assisted scenario modeling, automated data ingestion from Stripe and HubSpot, and a dashboard that generates board-ready narratives from live metrics.

Outcome

The client cut forecast preparation from days to hours, improved scenario accuracy, and used the platform in a successful Series A fundraising process.

Workflow

• →Connect billing, CRM, and accounting data sources
• →Define forecast scenarios and growth assumptions
• →Run AI-assisted variance and sensitivity analysis
• →Generate narrative summaries for stakeholders
• →Export investor-ready reports in one click

Tech stack