How DebtBook Achieves 80% Faster ARR Reporting With Grid

About

Founded in 2019, DebtBook provides treasury and accounting software built for state and local government, higher education, healthcare, and others.

Challenge

DebtBook needed a scalable way to automate time-consuming ARR reporting to support growth

DebtBook’s rapid growth comes with new reporting demands on the team. As Senior Director of Finance, Hunter Robinson handles both traditional financial reporting as well as go-to-market (GTM) reporting — a dual role that has grown in complexity as the company has scaled.

ARR reporting across multiple customer segments can be burdensome, and Hunter and his team were manually reconciling ARR data and building segmented reports in spreadsheets. While this reporting was essential, getting tied up with complex formulas or time-consuming spreadsheet formatting pulled focus from other high-impact initiatives, such as strategic analysis to support revenue growth.

As the team grew, Hunter also realized he needed to simplify the onboarding process for new hires. Navigating complex, manual spreadsheet workflows made it challenging to get new team members up to speed, slowing productivity and increasing the risk of mistakes.

Hunter needed a powerful solution to help DebtBook automate ARR reporting, deliver granular custom metrics, and confidently provide insights to leadership and investors. Initially, he experimented with internal solutions and general FP&A platforms, but they fell short — particularly around SaaS-specific complexities like ARR recognition, live pipeline feeds, and real-time updates.

Fortunately, Hunter discovered Grid through a LinkedIn post. The platform’s ability to automate manual processes and ensure data integrity and accuracy immediately stood out. After the demo, he knew Grid was the right fit for DebtBook’s needs.

Solution

Automating ARR and pipeline reporting unlocks faster insights and scalable growth

Onboarding was fast. Hunter’s team integrated Grid into their finance and GTM workflows within weeks, connecting and pulling in data from existing tools like Salesforce to power a unified view of pipeline and performance.

The platform quickly became DebtBook’s single source of truth. By replacing fragmented spreadsheets with dynamic, real-time dashboards, Grid streamlined ARR and weekly executive reporting. Soon after implementation, Hunter streamlined revenue operations, reduced manual work, and shifted his focus to strategic responsibilities and initiatives.

Here’s how Grid transformed DebtBook’s reporting:

1. Automated ARR tracking with custom segmentation

Grid replaced the hours Hunter previously spent reconciling spreadsheets by creating a dynamic, automated source of truth for ARR. Reports like ARR by customer — which previously took hours to prepare — are available in seconds, making due diligence and investor conversations smoother and more efficient. He can now segment revenue by vertical, cohort, or contract type in just a few clicks.

2. Real-time pipeline reporting

Grid enables full-funnel pipeline visibility, giving Hunter instant access to metrics like opportunity creation and stage progression. These insights are now core to weekly executive meetings and GTM team alignment — helping the team spot risks earlier, make course corrections faster, and stay on track to hit quarterly targets.

3. Scalable reporting without added headcount

With Grid’s intuitive interface, new hires no longer need to be onboarded into legacy spreadsheets. Reports that once took 5–10 hours to build now take minutes, enabling Hunter and his team to focus on analysis and decision-making.

4. Built-in data validation for investor-ready insights

Grid automatically flags overlapping contract dates, duplicate entries, and other inconsistencies, helping Hunter’s team identify and resolve discrepancies before they escalate into bigger issues. These automated validation checks are crucial for maintaining data integrity and building leadership and investor confidence.

Grid’s deep expertise and hands-on support have been vital to DebtBook’s success. The team quickly responds to questions and feature requests with solutions tailored to solve the real challenges finance leaders face. The Grid team’s deep industry knowledge helps make complex reporting — like customer-level ARR analysis — simple and reliable, especially during fundraising processes.

With Grid, DebtBook transformed reporting from a manual process into a streamlined, strategic function, powering faster insights, stronger alignment, and investor-ready outputs.