Implementation, optimisation, and ongoing support for Abacum. The AI-native FP&A platform built for mid-market finance teams who need to move fast without cutting corners.
The platform
Abacum is a cloud-native FP&A platform designed specifically for mid-market companies with 100 to 800 employees. It was founded in 2020 by Julio Martinez and Jorge Lluch - both former CFOs who built the tool they wished they'd had.
That origin matters. Most EPM platforms were designed top-down for enterprise and then awkwardly squeezed into mid-market use cases. Abacum was built bottom-up for finance teams at growing companies who need real planning capability but don't have the budget, timeline, or headcount for a 9-month enterprise deployment.
The platform brings financial and operational data into one place in real time. It connects to your ERP, CRM, HRIS, and data warehouse through 700+ native integrations, then lets you build budgets, forecasts, scenarios, and reports on top of that connected data. Dashboards update as actuals flow in. Forecasts adjust as assumptions change. Reports generate without anyone copying numbers between spreadsheets.
In June 2025, Abacum raised $60M in Series B funding led by Scale Venture Partners, with Y Combinator, Atomico, Creandum, and Cathay Innovation all doubling down. They tripled revenue in the prior 12 months while keeping the same team size. Their customer base spans 31 countries and includes companies like Strava, Aiven, JG Wentworth, and Mastercam.
The platform carries a 4.8 out of 5 rating on G2 - the highest in its category - with 89% of reviews at 5 stars. It holds SOC 2 Type II, ISO 27001, and GDPR compliance certifications.
These aren't vanity metrics. They signal something specific: Abacum has found genuine product-market fit in a segment that enterprise EPM platforms have historically underserved.
The problem it solves
There's a specific moment in a company's growth where financial planning breaks. It usually happens somewhere between 100 and 500 employees, when three things converge.
Your data lives in too many places. The ERP has actuals. The CRM has pipeline data. The HRIS has headcount and compensation. The CEO's strategy lives in a slide deck. And the P&L forecast that ties all of this together? It's a spreadsheet that one person understands, and that person is either the FP&A manager or the CFO themselves. Every month, they manually pull data from four systems, reconcile the differences, build the forecast, and present to the board. It takes a week. Sometimes two.
Your planning process doesn't scale with the business. When you had 3 departments and 50 employees, the CFO could budget in their head and validate in a spreadsheet. At 200 employees across 8 departments, the planning process requires input from budget holders who don't speak finance, sign-off from leadership who want scenarios, and consolidation across entities that have different chart of accounts structures. The spreadsheet that worked at 50 people becomes a liability at 200.
The platform gap. The obvious solution is "buy an FP&A platform." But most established platforms were designed for organisations with hundreds of planning users, dedicated model-building teams, and implementation timelines measured in quarters. For a 200-person company with a 3-person finance team, the full enterprise approach often means paying for capability you won't use for years, with a deployment timeline that means you're still in spreadsheets for the next two budget cycles.
The mid-market needed something designed specifically for its reality: fast to deploy, intuitive enough that budget holders use it without training courses, and priced for companies that measure software investment in tens of thousands, not hundreds. That's the gap Abacum was built to fill.
Under the hood
Understanding the mechanics helps you evaluate whether the platform fits your specific situation.
Real-time data integration. Abacum connects natively to major ERPs (NetSuite, Xero, QuickBooks, Sage, Microsoft Dynamics 365), CRMs (Salesforce, HubSpot), HRIS systems (Rippling, BambooHR, Workday), billing platforms (Stripe, Chargebee), and data warehouses (Snowflake, BigQuery). The connections are live - when your ERP closes the month, Abacum reflects it without manual intervention.
The native Microsoft Dynamics 365 connector is worth highlighting for UK companies on the Microsoft stack. It means D365 actuals flow directly into Abacum's planning layer without middleware, custom ETL, or manual exports.
The modelling layer. Abacum's modelling engine handles driver-based planning across P&L, balance sheet, and cash flow. You define your revenue drivers (units, pricing, conversion rates, churn), your cost drivers (headcount, vendor contracts, variable costs), and the platform calculates the outputs. Models update in real time as assumptions change.
You can build top-down plans (set a revenue target, allocate across departments) and bottom-up plans (departments submit their numbers, consolidation happens automatically). In practice, most mid-market companies use a combination - leadership sets targets, departments build detail plans within those targets, and the platform reconciles the two.
Scenario planning works through versions. You create a base case, then fork it into upside, downside, and specific what-if scenarios. Each version maintains the same calculation logic with different assumptions. This is pragmatic for most mid-market use cases. If you need a dedicated scenario planning engine with probability-weighted outcomes and Monte Carlo simulations, that's a different class of tool.
Collaborative workflows. This is where Abacum differentiates most sharply from spreadsheet-based processes. Budget holders get their own view - they see only their department's plan, their inputs, their targets. They can enter data, leave comments, and submit for approval. The finance team sees the consolidated view, tracks submission status, and manages the approval workflow.
The practical effect: instead of emailing 15 budget templates to 15 department heads, chasing responses for two weeks, manually consolidating the returns, and reconciling errors, you configure the workflow once and the platform manages the process. We've seen companies reduce their budgeting cycle from 6 weeks to under 2 weeks.
Reporting and dashboards. Abacum generates management reports, board packs, and performance dashboards from the same data that powers your plans. Actuals vs budget variance, P&L waterfall charts, runway analysis, cohort revenue views, headcount tracking - these are built-in, not custom builds.
The reporting layer covers the core mid-market requirements well - actuals vs budget variance, P&L waterfall charts, runway analysis, cohort views, headcount tracking. These are built-in, not custom builds. For organisations that also need advanced data visualisation across operational data, Abacum pairs cleanly with tools like Power BI.
Abacum Intelligence (AI). Abacum's fourth-generation AI capabilities are genuinely native to the platform, not a ChatGPT wrapper bolted onto the side. The AI handles forecasting (detecting patterns in historical data and projecting forward), anomaly detection (flagging unexpected variances before you spot them manually), and automated report summaries (generating narrative explanations of financial performance).
The Series B funding is being directed toward multi-agentic AI - where AI agents proactively suggest actions, generate insights, and help teams navigate complexity without being asked. This is the platform's stated direction. It's early, but the investment signals real commitment rather than marketing.
What sets it apart
The FP&A platform market is crowded. Here's what concretely differentiates Abacum from alternatives.
Implementation speed. Most Abacum deployments go live in 4 to 8 weeks. Not 4 to 8 months. The platform is designed for rapid configuration rather than custom development. Integrations use native connectors, not custom API builds. Planning models use configurable templates, not blank-canvas modelling environments. The implementation team handles the setup, trains your team, and hands over a working system within one budget cycle.
This speed matters commercially. A platform that takes 9 months to implement means you run your next two budget cycles on spreadsheets before you see any return. A platform that goes live in 6 weeks means you're planning on it this quarter.
User experience that finance teams actually adopt. This sounds like marketing fluff. It's not. The single biggest risk in any EPM implementation is adoption failure - the platform gets built, the finance team finds it harder to use than their spreadsheets, and within 6 months everyone is back in Excel. We've seen this happen with enterprise platforms where the model was technically excellent but the user experience required training that budget holders refused to complete.
Abacum's interface is designed for people who aren't planning software specialists. Budget holders can navigate it, input data, and understand their departmental performance without an Abacum certification. The learning curve for contributors is days, not weeks. For the core FP&A team, proficiency takes a couple of weeks with guided onboarding.
Cost-to-value ratio for mid-market. Abacum doesn't publish pricing, but the platform is positioned between spreadsheet tools (free) and enterprise EPM (£100K+ per year). For a mid-market company with 10-30 planning users, total first-year cost (licence plus implementation) is a fraction of what Anaplan or Workday Adaptive would cost for the same user count. The question isn't whether Abacum is cheap - it's whether the value per pound spent is higher than alternatives at the same budget level.
SaaS and subscription business model fit. Abacum has particular depth for SaaS metrics: MRR/ARR tracking, cohort analysis, churn modelling, customer acquisition cost, and runway forecasting. If your business runs on subscription revenue, the platform speaks your language natively rather than requiring custom model builds to represent recurring revenue dynamics.
Local expertise matters. Abacum's mid-market positioning means that local implementation expertise, industry context, and ongoing support genuinely improve outcomes. We're not a channel through which you buy software - we're the team that makes the software work for your specific business.
Making it work
Abacum is purpose-built for a specific profile of company, and understanding that focus helps you evaluate fit.
It's designed for the mid-market growth stage. Companies with 100-800 employees, typically with 2-5 FP&A team members, where the planning process has outgrown spreadsheets but the team hasn't outgrown the need for speed and simplicity. If that's you, you're the exact company Abacum was built for.
It prioritises speed and usability by design. Abacum's architecture makes deliberate trade-offs. The modelling layer is structured and guided rather than open-ended. That means faster deployment and easier adoption, with the trade-off that highly bespoke calculation logic or 15+ dimension models aren't the platform's focus. For the vast majority of mid-market FP&A requirements, the structured approach delivers exactly what's needed.
Consolidation is planning-grade, not statutory-grade. Abacum handles multi-entity, multi-currency consolidation for management reporting purposes. If your primary requirement is statutory consolidation with intercompany eliminations and minority interest calculations, that's a different category of tool and worth discussing during a Blueprint assessment.
Start where the value is highest. Most companies get the biggest immediate return from automating their budgeting cycle and real-time actuals reporting. Revenue planning, headcount planning, and scenario modelling are natural extensions once the core is running.
Implementation
Week 1-2: Discovery and data mapping. We map your current planning process, identify data sources, and configure the integrations. Your ERP, CRM, HRIS, and other systems get connected. We design the chart of accounts mapping and validate that actuals flow correctly.
Week 2-4: Model build and configuration. Revenue model, cost model, headcount plan, P&L structure, balance sheet and cash flow if needed. We configure reporting views, dashboards, and board pack templates. This is done collaboratively - your finance team is involved throughout, not presented with a finished product at the end.
Week 4-6: User setup and testing. Budget holder workflows, approval chains, access controls. We test with real data, validate outputs against your existing reports, and fix discrepancies. Your team runs parallel processes - old spreadsheet alongside new platform - to build confidence.
Week 6-8: Go-live and enablement. The platform goes live for the next planning cycle. We provide hands-on support through the first cycle, answer questions in real time, and refine configuration based on how it actually performs with real users.
Post go-live: Self-sufficiency. Abacum's low-code approach means your FP&A team can make configuration changes, add reports, and adjust models without specialist consultants. We stay on hand for optimisation, new use cases, and platform evolution - but the goal is that you're operationally self-sufficient within 3 months.
How we help
We audit your current planning process, map your data landscape, and assess whether Abacum is the right fit for your specific situation. If it is, you get a clear implementation roadmap. If it isn't, we'll tell you what is. No sales pitch - just an honest assessment.
End-to-end Abacum deployment. Discovery, data integration, model build, testing, training, go-live. Phased approach with early value delivery. The consultants you meet are the ones who deliver - senior practitioners throughout.
Already on Abacum? We help you add new use cases - revenue planning, headcount planning, scenario modelling, board reporting. Extend the platform's value without disrupting what's already working.
Continuous optimisation, user support, and platform evolution. We keep Abacum performing as your business grows and your planning needs change. No need to hire a full-time platform specialist.
Why us
We bring deep cross-platform EPM experience to every Abacum engagement. We understand the business problems Abacum solves because we've spent years solving them across multiple platforms.
Our team holds certifications across Anaplan, Planful, and IBM Planning Analytics alongside Abacum. That cross-platform experience means we recommend Abacum when it genuinely fits - not because it's the only tool we know. If your requirements point toward a different platform, we'll tell you - that's what vendor-neutral means.
We've implemented planning platforms for PE-backed mid-market companies, fast-growing SaaS businesses, and organisations making the transition from spreadsheet chaos to structured FP&A. We understand the constraints: tight timelines, limited headcount, boards that want results now, and finance teams that don't have time to become software administrators.
The consultants you meet are the ones who deliver your project. We don't hand off to juniors after the sales call.
Questions
Our Bolt Blueprint assessment maps your current process, evaluates your data landscape, and determines whether Abacum is the right platform for your specific situation. Takes 2-3 weeks. Costs £5,000. If the answer turns out to be a different platform - or fixing your spreadsheets first - that's what we'll recommend.