Report your metrics, bill your customers, and plan your next move with the finance platform built for the AI era.
Finance leaders tell us the same thing on every call: their data is scattered, doesn’t reconcile, and is impossible to trust. Sales metrics live in one system, billing in another, and churn somewhere else nothing lines up.
ARR lives in spreadsheets, billing in an invoicing tool, and bookings in the CRM forcing teams to reconcile numbers that should match automatically.
Finance, RevOps, and Sales all use different dashboards. ARR, renewals, and forecasts never fully match, slowing decisions and creating misalignment.
Creating invoices, exporting CSVs, reformatting data, and chasing teams for updates produces inconsistencies, delays, and risks.
Stale data exports and data gaps between Salesforce, HubSpot, Stripe, and QuickBooks put real-time ARR metrics out of reach.
Grid unifies all your revenue data into a single, real-time source of truth– eliminating mismatches between Salesforce, HubSpot, Stripe, spreadsheets, and your ERP.

Get Finance and GTM aligned on the same KPIs, with ARR, NRR, pipeline, and churn in shared dashboards.
No more late or missing invoices. Automatically send invoices and collect payments as soon as your close a deal, and ensure bookings and billings always match.
Turn manual work into instant answers, with a BI tool that connects and understands the KPIs for your business.

Let your sales teams focusing on closing deals. Put creating contracts, sending invoices, collecting payments, and syncing to your ERP on auto-pilot.

Analyze revenue trends with AI, segment your data to unlock insights, and monitor budget-to-actuals to make sure your team stays on track.

Real stories from Finance, RevOps, and Leadership teams that eliminated data fragmentation, reduced manual work, and built more predictable revenue operations with Grid.
Grid unifies CRM data, billing workflows, revenue reporting, and financial metrics into one platform. Instead of stitching HubSpot, Stripe, QuickBooks with spreadsheets and BI tools, teams can manage analytics in a single system.
When a deal closes in HubSpot, Grid can automatically create a contract, generate an invoice schedule, collect payment, and sync invoice data to your ERP. That means your deal flow directly powers billing and revenue reporting.
No. Grid is designed to run off your existing CRM process. It reads native deal stages, line items, and product data from HubSpot so your team does not need to manage a separate subscription object.
Yes. We support customer billing across subscriptions, upfront and quarterly payments, mid-term add-ons, usage-based pricing, professional services, shipping charges, discounts, and parent-child structures. Grid is built to handle complex, real-world billing models without forcing you into rigid subscription logic.
Finance teams use it for revenue reporting, deferred revenue, AR tracking, and billing automation. Sales leaders use it for pipeline metrics and performance reporting. Executives use it for board-level dashboards like ARR, MRR, churn, and cash flow.