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Finance

The AI Workspace for Finance Teams

Connect NetSuite, Salesforce, QuickBooks, and pipeline data into live Spaces for shared finance and revenue decisions.

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Cut forecast reviews 50%Real-time financial healthShared view of pipeline-to-cash

Finance data is everywhere, but no shared picture

  • Metrics scattered across ERP, CRM, spreadsheets, and bank feeds
  • FP&A asks: "Why are we over budget?" "What's true CAC/LTV?"
  • Monthly close requires manual reconciliation across systems
  • No single view of pipeline coverage, burn rate, or cash flow

Use Cases

Finance use cases on LamLam

Real questions your team asks every day — answered instantly and saved as live Spaces.

Use Case 1

Budget variance

Ask LamLam

"Why are we over budget in Q3 marketing?"

Budget overruns surface too late when data lives in separate systems. LamLam connects your ERP and planning tools so you catch variances as they happen.

What you get

  • Spend vs. forecast by department and category
  • Line-item breakdown of overages
  • Pipeline impact from budget shifts
  • Saved as a live Space finance + ops can track
"Why are we over budget in Q3 marketing?"
Found 3 available connectors
NetsuiteNetSuiteGoogle SheetsGoogle SheetsPowerBIPower BI

Thought for a few seconds

I need to analyze Q3 marketing spend against the approved budget. Let me pull the general ledger data from NetSuite and cross-reference with the forecast in Google Sheets. I should break it down by line item to identify the biggest overages and check if any were pre-approved.

Querying financial data…

Q3 marketing is 23% over budget ($184K). Top drivers: paid social up $92K from unplanned campaign, and contractor costs $47K above plan.

Over budget
$184K
+23%
Paid social
$92K
+68%
Contractors
$47K
+31%
Used 3 sources
NetsuiteNetSuiteGoogle SheetsGoogle SheetsPowerBIPower BI
Use Case 2

CAC / LTV analysis

Ask LamLam

"What's our true CAC by channel this year?"

True unit economics require data from ads, CRM, and billing — stitching them together manually is a monthly ordeal. LamLam does it continuously.

What you get

  • Customer acquisition cost by channel
  • Lifetime value by cohort and segment
  • Payback period trends over time
  • Channel efficiency comparison in one view
Live Metrics

Organic and referral channels are 3x more efficient than paid. Consider shifting 15% of paid budget to content and partnerships to improve blended CAC.

Blended CAC
$0
-8% YoY
Avg. LTV
$0
+12% YoY
Payback (mo)
0.2
-1.3 mo
LTV : CAC
0x
+2.4x YoY
Use Case 3

Pipeline-to-cash

Ask LamLam

"How much pipeline do we need to hit annual target?"

Revenue planning shouldn't be a guessing game between sales and finance. LamLam connects pipeline and bookings data so both teams see the same numbers.

What you get

  • Pipeline coverage ratios vs. target
  • Historical close rates by segment
  • Cash collection trends and DSO
  • Gap analysis shared with leadership
Revenue Planning Space
Live · 2 collaborators

Pipeline coverage is below target. Enterprise close rates dropped 6pp this quarter — recommend pulling in Q1 deals to close the gap.

Metric
Value
Bar
Coverage ratio
2.8x
Target gap
$1.2M
Close rate (Ent)
34%
DSO
42 days
Sarah (CFO)
@Mike pipeline coverage is 2.8x — we need 3.2x to hit target. Can we review Ent deals?

Why finance teams choose LamLam

Collaboration-first

Spaces keep financials and decisions together, no more screenshot ping-pong.

Your tools, no rip-and-replace

NetSuite, QuickBooks, Salesforce, Google Sheets — connect in clicks, not sprints.

Always-live data

Budgets, forecasts, and pipeline always current — no manual refreshes.

CFOs + teams

Execs see financial health, analysts get the drill-downs they need.

See your financial data in a live Space

Share your ERP and CRM — we'll build your first Finance Space live in 15 minutes.

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