The Challenge
Visionwork, a SaaS company focused on AI-powered visualization tools, faced constant challenges in managing budgets across multiple departments. With each team using its own tracking methods, finance leads struggled to get a unified view of spending and projections. Budget variance reports were delayed, and long-term planning felt reactive instead of strategic.
Fragmented financial workflows across teams
As Visionwork scaled its AI-powered visualization platform, its finance operations struggled to keep up. Teams used a mix of spreadsheets, email threads, and outdated tools to manage budgets—leading to inconsistent data and poor visibility.
Lack of alignment between departments
Each department had its own process for tracking expenses and forecasts. This siloed approach made it nearly impossible for finance leads to create reliable reports or anticipate spending trends.
Delayed insights impacting strategic decisions
Because financial data wasn’t updated in real time, leadership often made decisions based on outdated or incomplete information. Long approval cycles further slowed things down, costing the company time and agility.
The Solution
To bring clarity and control to their budgeting process, Visionwork turned to Quantro. The platform’s budgeting module offered intuitive forecasting tools, real-time visibility, and customizable permission levels to empower teams while keeping finance in control.
A unified financial system built around visibility and control
Visionwork partnered with Quantro to create a centralized workflow for budgeting, approvals, and reporting—one that could scale with their team and give every stakeholder clear, up-to-date insights.
Flexible templates and approval logic
Quantro allowed the finance team to create department-specific budgeting templates with built-in logic for conditional approvals. This meant that requests could be routed automatically based on amount thresholds or business unit.
Real-time dashboards for leadership and finance
Instead of waiting on month-end reports, leaders could log in to Quantro’s dashboard to see live financial performance across the organization.
Implementation
We worked closely with Visionwork’s finance department to build department-specific budget templates that rolled up into a unified dashboard. Role-based permissions ensured sensitive data was protected, while automated variance alerts helped prevent overspending. After a brief onboarding period, every team was aligned and using Quantro’s tools weekly.
Fast onboarding with minimal disruption
The rollout began with the finance team, who configured templates and user roles before bringing in department heads for training. Because Quantro’s UI was intuitive, adoption was quick and support requests were minimal.
Weekly syncs ensured smooth transitions
To keep the project moving, Visionwork and Quantro’s success team held weekly syncs to track progress, troubleshoot friction points, and align on final metrics.
Integration with existing tools
Quantro was integrated with Visionwork’s ERP system, allowing for seamless data flow between teams and eliminating redundant data entry.
A closer look at how Quantro transforms financial operations across teams and tools.
Visionwork reported a 30% improvement in budgeting accuracy within the first quarter. Finance leads were able to spot spending trends early and shift resources more effectively.
“Quantro helped us move from reactive to proactive. For the first time, we feel in control of our financial trajectory.”
— Marcus Chen, CEO at Visionwork
Transformative Results
Visionwork gained proactive control over budgets and aligned their finance strategy.
Quantro enabled Visionwork to shift from reactive tracking to proactive planning—boosting financial accuracy and reducing time lost to manual coordination.
Improvement in budgeting accuracy in the first quarter.
Reduction in department-level approval turnaround time.
