FP&A teams are overwhelmed with routine tasks and must prioritise their focus on high-value activities.

Automation is one of the ways that can help achieve this.

In this short video, Brady Ellis, VP, Head of Finance at Branch Insurance, demonstrated how automation of routine tasks empowered a small finance team to comprehensively understand and analyse their business, reduce costs and provide affordable insurance to customers. 

The process began with sales data collection in Google Sheets and ended with automated headcount planning and sales projection tools. 

Watch this video to learn more about Branch Insurance's path to automation.