Case Study: Branch achieves faster, more accurate financial planning with Causal

How Branch Brings Accuracy, Speed and Insights to its Scaling Business

Branch, a Series C insurance company, needed a better way to plan as it expanded from 5 to 50 states with multiple products, geographies, and acquisition channels. Its finance team had outgrown spreadsheets, which made complex modelling slow, hard to share, and less reliable for forecasting and cash runway management.

Causal helped Branch rebuild its revenue model in its FP&A platform with weekly cohort modelling, live data integrations, and version control, spanning 6 years, 8 countries, and 2 brands. With Causal, Branch reduced formulas from 6.5 million in Excel to a few hundred, improved forecast accuracy by 70%, saved 5 days per month on close and reporting, and gave executives and department leaders real-time insights.

Branch

Brady Ellis

Vice President, Finance