How Upvest Scaled Strategic Finance with Visionary

As a rapidly growing fintech API provider, Upvest needed a scalable way to handle complex financial modeling and investor reporting. Visionary provided them with the flexibility of spreadsheets combined with the robustness of a modern FP&A platform. With Visionary, Upvest automated their variance analysis and cohort forecasting, saving their finance team over 40 hours per month and reducing investor reporting cycles by 75%.