Case Study: Prefect achieves 3x faster, more accurate revenue modeling with Causal

How Prefect Models Accurately with 3x the Speed

Prefect, an 85‑person B2B SaaS that orchestrates data pipelines, was hampered by spreadsheet-based FP&A—manual data imports, fragile formulas, poor auditability, inflexible models, and slow, error-prone visuals. To modernize forecasting and scenario analysis, Prefect adopted Causal’s Revenue-Led Planning Platform to replace their Excel processes and support integrated, dynamic modeling and scenario planning.

Causal automated core KPIs and projections, centralized revenue, OPEX, sales attainment, cash‑flow and headcount models, and delivered robust scenario planning plus a six-week onboarding to self-sufficiency. As a result, Prefect saved about 40 hours per month, now spends roughly one‑third the time modeling (3x faster) with twice the accuracy, runs scenarios in minutes, has made 100+ post‑implementation enhancements, and deferred hiring—allowing finance to act as a strategic partner.

Prefect

Thomas Egbert

SVP Finance