Causal

Branch, a company with a finance team playing a crucial role in their country-wide expansion plans, was struggling with the limitations of spreadsheet-based planning. The team was dealing with complex multi-dimensional modelling due to four product offerings, an expansion from 5 to 50 states, and a need to plan by product, geography, and acquisition channel. The limitations of Excel, including lack of model flexibility, increased workbook loading times, and endless manual transformations, slowed the finance team to the point of paralysis. As a venture-backed company, managing cash runway was crucial for Branch. However, constantly changing requirements, broken cell references, and the lack of an audit trail made the team lose confidence in the quality and accuracy of their models. Furthermore, the size and manual nature of each model made communicating results to decision-makers virtually impossible.