How Vizion saves 15 hours monthly on financial reporting with SaaSGrid

About

Vizion is transforming ocean freight visibility through an innovative API solution that offers comprehensive and standardized container tracking data. Founded in 2018 and backed by $18.45 million in funding, the company enables logistics service providers, shippers, and stakeholders to track containerized freight in real time.

Challenge

Vizion needed an all-in-one solution to replace manual reporting workflows

After Vizion’s Series A funding round, Kyle Cunningham, VP of Operations at Vizion, was ready to take a more sophisticated approach to tracking business performance. He needed clear, real-time insights into the company’s financial metrics to optimize operations and meet board reporting requirements.

Each month, Kyle and his team spent 15 hours manually pulling data from HubSpot and QuickBooks into Google Sheets to analyze metrics like MRR, ARR, and CAC. Any changes in either system meant repeating the entire export process and recalculating all metrics. This disconnected workflow prevented them from linking sales activities to financial outcomes in real time. Manual calculations also introduced the risk of error — a challenge that only intensified as the company grew.

To gain a deeper understanding of what drove ARR and financial outcomes, Kyle spent nine months searching for a data and analysis platform that integrated with their HubSpot and QuickBooks. He attempted to onboard with an FP&A platform but abandoned it after 45 days. “A lot of tools are built for Salesforce. They claim they can integrate with HubSpot, but that’s not the case when it comes to mapping,” Kyle explains.

When a referral introduced Kyle to SaaSGrid, he quickly realized it was the all-in-one solution he had been searching for.

Solution

Seamless HubSpot integration delivers real-time SaaS metrics

SaaSGrid easily integrated with Vizion’s HubSpot and QuickBooks accounts in minutes. SaaSGrid had Vizion’s full dataset mapped in less than an hour, giving the team the ability to quickly drill down into their data with confidence.

Kyle attributes Vizion’s success with SaaSGrid to the following core benefits:

• Real-time data integration: Updates to QuickBooks transactions and HubSpot deals sync automatically, enabling teams to respond to market trends and improve operational efficiency
• Automated SaaS metrics: With SaaSGrid, the team automatically tracks SaaS metrics like ARR, MRR, and CAC to gain insights into operational processes, assess business growth, and make decisions on scaling operations or expanding into new markets
• Centralized data hub: With customizable dashboards, Kyle and his team create tailored, board-ready reports, providing actionable insights to finance, operations, and leadership teams
• Single source of truth: With SaaSGrid, Kyle can slice and analyze the data in real time, improving forecasting and financial modeling accuracy
• Enhanced retention management: The team easily monitors churn and renewal rates, identifying at-risk accounts early and improving customer retention

With SaaSGrid, Vizion now delivers fast, standardized metrics to their board while gaining the precise visibility needed for accurate forecasting and capacity planning.