As Inscribe’s Chief of Staff, Aidan wanted to minimise time spent on building & managing the financial model day-to-day, as well as maximising the team’s visibility into their performance.
This was tricky in spreadsheets:
Aidan was able to set up Inscribe’s full financial model (revenue, headcount, expenses) in Causal on his own, using the product documentation and guides. It took 4 days from start to finish, compared to the 2 weeks it previously took to build Inscribe’s spreadsheet model.
Causal’s version control functionality let Aidan lock in the company’s annual budget, as well as save new versions as the model evolves. Causal is connected directly to Inscribe’s accounting software, pulling in actuals and comparing them against the budget and forecast every month.
Aidan has set up Causal dashboards showing key financial KPIs (revenue, burn, runway), which are shared with the company and investors without revealing sensitive salary data. This has let Inscribe be much more transparent with the team, aligning everyone towards the company’s business goals.
Causal has put Inscribe’s financials on autopilot. Aidan no longer has to manually perform day-to-day finance tasks, and can focus on using the model to help the executive team make better decisions.
Stakeholders are now using the financial model self-serve, to see how the company is tracking against its goals — Aidan no longer has to serve these requests manually.