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Trusted by more than 800 companies worldwide
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Why CaptivateIQ for finance?
CaptivateIQ connects sales planning and compensation to give you the control, visibility, and compliance you need to drive profitable growth.
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Align sales strategy with financial realityBridge the gap between sales and finance with a single source of truth for planning, compensation, and performance data. Build shared goals and eliminate the disconnect between revenue targets and spending plans.- Adapt quickly to market changesChange territories, targets, and compensation plans easily to fit market conditions. Get the flexibility of spreadsheets with the reliability and control of enterprise software.
- Make data-driven investment decisionsTrack return on sales investments with real-time data and predictive modeling. Optimize spending to keep costs in line while driving the behaviors that generate profitable revenue.
Why leading finance professionals prefer CaptivateIQ
SmartGridTM Technology
Align headcount investments with revenue goals
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Model sales capacity and hiring plans to understand the true cost of growth.- Connect headcount planning directly to revenue targets and compensation budgets.
- Test different scenarios to find the right balance between investment and returns.
- Align sales leadership on realistic targets that drive profitable growth.
Assist: AI-Powered Intelligence
Keep compensation costs predictable and profitable
- Automate commission calculations to eliminate costly errors and overpayments.
- Track compensation cost of sales in real-time to maintain margin targets.
- Design incentive structures that reward profitable behaviors and customer segments.
- Scale compensation programs without adding finance headcount or administrative burden.
Scalable and Robust Integrations
Meet audit requirements with built-in controls
- Support ASC 606 reporting with automated commission calculations and accruals.
- Maintain SOC 2 and SOX compliance with audit trails and approval workflows.
- Implement proper segregation of duties and approval processes for compensation changes.
- Generate reports that satisfy internal and external audit requirements.
Enterprise-grade Security and Compliance
Model costs and revenue scenarios with confidence
- Predict total compensation costs based on sales performance trends and hiring plans.
- Forecast revenue impact of different territory and quota scenarios before committing resources.
- Model the financial outcomes of strategic changes like new product launches or market expansion.
- Connect planning assumptions to financial projections for more accurate budgets and board reporting.
Hear from customers modernizing their commissions program
I’ve done commissions and finance my entire career, so I have enough experience to know what we need. When I saw CaptivateIQ during the demo, I thought ‘Yes! I always imagined there was a tool out there that could do that! It was everything I was looking for.
Brian D.
Senior Manager, Sales Finance
The additional time frees up space for analysis to see how our sales teams are being commissioned, to see if they are being commissioned the right way, bringing the right revenue.
Alex W.
Financial Analyst
CaptivateIQ helped us eliminate the 7-10 days process of calculating commissions and giving employees visibility. Calculations are now literally a click of a button and every employee can see a live status or past commissions.
Nader S.
Sr. Director of Finance
Commissions calculations now happen in seconds. We went from spending a few days calculating and sending statements to reps to spending just a few hours on this.
Jeff M.
Head of Strategic Finance
CaptivateIQ felt like a tool with a quick learning curve. I felt that once I understood it, I could independently maintain our instance without having to constantly require outside services.
Daniel K.
Director of Finance
... I am the only compensation analyst for almost 600 commissionable employees. The ability to have this system DEPENDABLY calculate commissions for so many when there is only one of me has freed up so much time to keep innovating our incentive design.
Jared D.
Compensation Analyst
