$4B+ ARR under Management

From pipeline to payment, revenue runs on Grid.

Report your metrics, bill your customers, and plan your next move with the finance platform built for the AI era.

Trusted by leading SaaS Companies

The real problem isn't modeling – it's fragmentation.

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.

01

Data is scattered everywhere

ARR lives in spreadsheets, billing in an invoicing tool, and bookings in the CRM forcing teams to reconcile numbers that should match automatically.

02

Reports don't align across teams

Finance, RevOps, and Sales all use different dashboards. ARR, renewals, and forecasts never fully match, slowing decisions and creating misalignment.

03

Teams do manual, error-prone work

Creating invoices, exporting CSVs, reformatting data, and chasing teams for updates produces inconsistencies, delays, and risks.

04

Data is outdated and inconsistent across systems

Stale data exports and data gaps between Salesforce, HubSpot, Stripe, and QuickBooks put real-time ARR metrics out of reach.

The unified revenue and GTM truth your teams have been waiting for.

One source of truth

Grid unifies all your revenue data into a single, real-time source of truth– eliminating mismatches between Salesforce, HubSpot, Stripe, spreadsheets, and your ERP.

Shared dashboards for all teams

Get Finance and GTM aligned on the same KPIs, with ARR, NRR, pipeline, and churn in shared dashboards.

Automated invoicing that keeps your data in sync

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.

Three powerful products.
One financial data platform.

REPORTING

Get insights you can
actually trust

Turn manual work into instant answers, with a BI tool that connects and understands the KPIs for your business.

BILLING

Faster, smarter billing

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

PLANNING

Plan with confidence,
not guesswork

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

Integrate your entire financial tech stack

See All Integrations
See All Integrations

How high-growth teams use Grid to achieve clarity and control

Real stories from Finance, RevOps, and Leadership teams that eliminated data fragmentation, reduced manual work, and built more predictable revenue operations with Grid.

CASE STUDY

How Element451 Accelerates Financial Reporting Time by 80% with Grid

HIGHLIGHTS
-
On-demand financial insights.
-
Consistent visibility across teams.
-
Forward-looking revenue planning.
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4 hours per week reallocated to strategic finance work.
Read Case Study
Read Case Study

“Grid has been super helpful for our small finance team. Instead of spending hours building a report, I can dedicate that time to strategic conversations and higher-level financial planning.”

Victoria Gahn

|

Accounting Manager at Element451

CASE STUDY

How DebtBook Achieves 80% Faster ARR Reporting With Grid

HIGHLIGHTS
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Automated ARR tracking with custom segmentation.
-
Real-time pipeline reporting.
-
Scalable reporting without added headcount.
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Built-in data validation for investor-ready insights.
Read Case Study
Read Case Study

“Before Grid, I spent hours manually reconciling data and building reports. Now, the platform lets me pull insights quickly, freeing time to focus on higher-impact activities that drive growth.”

Hunter Robinson

|

Senior Director of Finance at DebtBook

CASE STUDY

How Pearl Reclaims 15 hours Per Week With Automated RevOps Reporting

HIGHLIGHTS
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1 source of truth for RevOps, finance, sales, and customer success.
-
15 hours saved per week on RevOps reporting.
-
Automate internal BI reporting for all teams.
-
95% automation of complex sales pipeline reporting.
Read Case Study
Read Case Study

“Grid doesn’t just help with external reporting; they’ve become an invaluable internal BI tool for our whole company. The platform continuously reveals crucial insights that might have otherwise gone unnoticed.”

Kevin Stout

|

Senior Director of Operations at Pearl

CASE STUDY

How HRSoft Put ARR Reporting on Autopilot with Grid

HIGHLIGHTS
-
Streamlines Financial and Sales Reporting.
-
Granular data visualizations.
-
High-level, real-time metrics reporting.
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The platform’s new pipeline module is great at converting leads.
Read Case Study
Read Case Study

“Grid doesn’t just help us report on high-level metrics — they’ve automated our marketing efficiency reports and sales pipeline forecasts. The platform truly pays for itself.”

Brad Kniejski

|

Chief Financial Officer at HRSoft

CASE STUDY

Streamlined Board Reporting Across PLG and Sales Driven Metrics

HIGHLIGHTS
-
Synthesize complex data points into digestible, investor-ready metrics.
-
95% reduction in time spent on board reporting.
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$200K saved annually on operational expenses.
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Real-time reporting built for dual sales models.
Read Case Study
Read Case Study

“Grid empowers our team to deliver board-ready insights that drive business decisions with the click of a button.”

Diane Garcia

|

Head of Operations and Customer Success at Scratchpad

Training
April 7, 2026

Stop Stitching Forecasts Together: Bring Custom Metrics, Forecasting, and Plans Into One View

Insights
March 3, 2026

The Complete Guide to Financial Reporting Tools + Best Ones for 2026

Announcements
February 24, 2026

(Re)announcing Grid

Insights
February 24, 2026

The Complete Guide to Revenue Forecasting in SaaS: Examples & Real Use Cases

Tools
February 10, 2026

The 5 Best ARR Reporting Software

FAQ

What does Grid actually replace or consolidate?
How does Grid connect sales, billing, and finance?
Do I have to change how my sales team works?
Can Grid support complex business models?
Who typically uses Grid inside a company?

See your revenue, billing, and customer metrics built the right way

Grid shows you a unified, accurate view of ARR, NDR, churn, billing, and pipeline mapped cleanly across your systems, without the inconsistencies you’re used to.