Typeform transforms complex spreadsheet-based financial processes with Anaplan, enabling strategic workforce planning and accurate reporting.
Eliminated error-prone month-end processes dependent on complex spreadsheet formulas
Single platform replacing multiple spreadsheets for cohesive financial operations
Connected financial and workforce planning enabling proactive market responses
Foundation for sustainable expansion supporting 500M annual responses
Typeform transforms from spreadsheet chaos to strategic financial operations—enabling growth and accuracy for their 150,000+ business customers.
Typeform has built something special. Their form-building service makes surveys, quizzes, and forms actually enjoyable to fill out—no small feat in a world of boring online forms. With over 150,000 businesses using their platform and driving 500 million responses annually, they've carved out a unique space by making forms both brandable and effortless.
But behind the scenes, their finance team was drowning in a different kind of complexity.
Typeform's financial processes had grown organically alongside the business, creating a web of interconnected challenges:
Month-end nightmare: Complex spreadsheet formulas created error-prone reporting processes that stretched the financial close cycle
Formula complications: An elaborate network of Excel formulas introduced errors and extended reporting timelines
Planning limitations: Excel-based workforce headcount and acquisition planning made it nearly impossible to react quickly to market changes
Fragmented systems: Multiple platforms and spreadsheets created workflow chaos without strategic oversight
The team knew they needed a change. As a company focused on making experiences better for their users, they recognized their own internal processes needed the same attention.
Typeform chose Anaplan to replace their spreadsheet-dependent processes, but implementation was just as important as the platform choice. They selected Keyrus as their implementation partner specifically for their proven expertise in Anaplan FP&A and workforce planning solutions.
The collaboration focused on building a foundation that would solve immediate pain points while setting up Typeform for future growth:
Centralized Data Management
Process Transformation
Scalable Foundation
The transformation has been significant. Ozzie Rangel, Finance Operations Lead at Typeform, captures the change perfectly:
"Anaplan has revolutionized the way we work by enabling us to shift our focus towards efficiencies and integrations within a single platform, eliminating the need for juggling multiple platforms and spreadsheets. This not only simplifies our workflow but also ensures a more cohesive and strategic approach to financial operations."
Typeform isn't stopping with basic financial consolidation. Their roadmap focuses on leveraging Anaplan's capabilities for business-critical processes:
These initiatives align with Typeform's commitment to optimizing operations while maintaining their focus on customer experience and sustainable growth.
Because when your business is about making forms better, your financial processes should be just as smooth.
About Typeform
Typeform is known for its innovative form-building service, serving over 150,000 businesses and driving 500 million responses annually. The company has created a unique space by providing visually engaging forms, surveys, and quizzes that offer users an enjoyable and interactive experience, making forms both brandable and effortless to fill out.
Access the full details of this customer story and see the results up close, available as a PDF.
Access the full details of this customer story and see the results up close, available as a video.
Access the full details of this customer story and see the results up close, available as a PDF and a video.
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