Case Study: SevenRooms

From MRR Uncertainty to Exit-Ready Every Day: SevenRooms' Finance Transformation

"With FinQore, I finally have numbers I can stand behind when presenting to the board — data I know is right. It's a foundation we trust as we grow, and it keeps us ready for investors or diligence any day." — Pam Martinez, CFO, SevenRooms

SevenRooms is a CRM, marketing and operations platform trusted by over 14,000 restaurants globally to turn first-time diners into loyal regulars.

When Pam Martinez joined SevenRooms as CFO, she discovered she couldn't trust the MRR data the company was running its business on. Without a reliable month-to-month bridge for 6,000+ locations, she was personally validating numbers every month, constantly wondering: "Is this right?" The hard part wasn't knowing what to build — an accurate MRR bridge underpinning net retention and unit economics. It was building it fast with only a Salesforce-focused RevOps team in place, without months of hiring data engineers, data scientists, and business analysts while leadership and the board waited on answers.

“From a time/cost to value perspective, FinQore was a slam-dunk ROI. They were providing a service we would have needed multiple high value FTEs for — data engineers, data scientists, business analysts. Hiring and ramping those roles would have taken months, and even then they wouldn’t have had the context on our business. ”

– Pam Martinez

CFO & CFO | SevenRooms

The Solution

FinQore stood up a managed service combining purpose-built technology with finance experts — no long ramp-up, no new tool for the team to configure and maintain. Within three months, FinQore built a single, finance-approved customer file that unified and cleansed data from source systems into a trusted MRR picture. SevenRooms' FP&A Director, Andrew Dickson, then partnered with FinQore to fully automate the customer cube, making it the company-wide source of truth for Finance, RevOps, and leadership — the dataset behind all retention, unit economics, and board-level reporting.

Today it powers daily operations, Day-2 board-ready reports, and deeply segmented metrics that drive strategic decisions.

“We’re no longer spending the first two weeks of the month just getting the numbers right. Now by Day 2 we can issue a board flash with data we trust — and actually explain what happened in the business. ”

– Andrew Dickson

FP&A Director | SevenRooms

The ROI

Measurable ROI

A finance-approved data foundation in three months: "A slam-dunk ROI" vs. hiring and ramping multiple data engineers, scientists, and analysts.
Reconciliation time cut by more than half: Board-ready reporting on Day 2 instead of mid-month.
Data issues caught in hours, not weeks: Every historical change tracked, from $0.01 edits to multi-million ARR shifts.

Strategic ROI

One trusted set of numbers company-wide: FinQore data flows daily into the warehouse and powers dashboards across Finance, RevOps, Strategy, and leadership.
Retention as an operating lever: With reliable retention metrics, Customer Success compensation is now tied directly to gross and net retention performance.
Faster, more confident decisions: Daily-updated, segmented MRR and retention metrics drive planning, forecasting, and calls on goals, pricing, and growth priorities.
Exit-ready every day: Investor-grade visibility, audit-ready data rooms on demand, and the ability to scale Finance — and integrate acquisitions — without adding headcount.

“The fact that the data we use in Finance is the same data the rest of the businessuses is huge. We’re no longer debating numbers, we’re talking about what they meanand what to do next. ”

– Pam Martinez

CFO & CFO | SevenRooms

How SevenRooms Uses FinQore Today

With the fully automated revenue cube as the company-wide source of truth, SevenRooms' day-to-day looks fundamentally different than it did before FinQore. A few ways the team puts it to work:

Usecase # 1 Board-ready reporting on Day 2.

Instead of spending the first two weeks of the month getting the numbers right, Pam and Andrew issue a board flash by Day 2 — with data they trust and the ability to actually explain what happened in the business.

Usecase # 2 Catching data issues in hours, not weeks.

Using FinQore's variance explorer, Andrew tracks every change to historical data, from $0.01 edits to multi-million ARR shifts. Issues get caught and fixed within hours, before they ever reach a board deck.

Usecase # 3 Running the company on one set of numbers.

FinQore data flows daily into the warehouse and powers dashboards across Finance, RevOps, Strategy, and leadership — and reliable retention metrics let the team tie Customer Success compensation directly to gross and net retention.

From MRR Uncertainty to Exit-Ready Every Day: SevenRooms' Finance Transformation

The Solution

The ROI

How SevenRooms Uses FinQore Today

How is your business pacing right now? Not last month. Right now.