Kajabi is a fast-growing creator commerce platform that empowers creators and entrepreneurs to build, market, and sell digital products. With tens of thousands of customers and millions of associated members, dating back to 2010, the company manages complex cohorted data and an evolving product suite - demanding an equally sophisticated finance stack.

Challenges

Before Abacum, Kajabi’s finance team lived in a web of Google Sheets, downloading and cleansing CSVs from systems like NetSuite, Rippling, and Snowflake. This made it difficult to:

• Build a cohorted revenue model with granular assumptions.

• Reconcile hiring plans and headcount data across departments.

• Track and report on real-time actuals for leadership and board reporting.

• Surface strategic insights early in the month—instead, teams were buried in manual prep work.

As Nico Serventi, Director of Finance, put it:

“We were a reactive org—spending most of our time pulling data, not analyzing it.”

Why Abacum?

Kajabi chose Abacum to become the single source of truth for all things financial, with API integrations to Snowflake, NetSuite, and Rippling. The goal: eliminate spreadsheet chaos and create one central workspace for financial modeling, headcount planning, and cross-functional collaboration.

Key Integration: Rippling + Abacum

With Rippling now connected to Abacum:

• Headcount data flows in automatically via the API - no more downloading CSVs to track an employee's journey

• Finance can reconcile planned vs. actual hires using Rippling job codes and employment history.

• The team has visibility into open roles, internal transfers, and approved TBHs, allowing clean mapping from recruiting to budgeting.

• The integration saves hours of manual work each week, freeing the team to focus on high-impact projects.

“Rippling data updates used to take hours per month. Now it’s a refresh button—and it works across our entire headcount model.” - Nico Serventi, Director of Finance at Kajabi

The Impact

• Time savings: Saved several days/month across finance for BvA reviews and headcount updates.

• Fast, integrated workflows: Now running performance reviews within 5 days of month close.

• Strategic insight: Built a cohort-based revenue model with the ability to tie product initiatives to retention metrics.

• Team enablement: Finance team now supports deeper conversations with operators—shifting from data prep to decision-making.

• Boosted team morale and mental well-being by automating repetitive tasks and reducing stress:

“We used to delay business reviews until mid-month. Now we start them by the 5th—with fresh actuals and answers, not just questions.” - Riley Greene, Finance Associate at Kajabi

"Our teammate who manages the BvA process is smiling again. It's great...I've done those processes and it's such a burden. So manual and it's just not fun." - Nico Serventi, Director of Finance at Kajabi

What’s Next?

As the implementation continues, Kajabi plans to roll out access to over 50 employees—including stakeholders across talent acquisition, operations, and leadership. AI-powered reconciliation and forecasting capabilities will play a bigger role as the team builds trust in the platform.

“We want to move from operational to strategic finance—and Abacum is how we’ll get there.”