We were looking for a pragmatic solution to automate our spreadsheet-based FP&A processes. The fact that we don’t have to move away from Excel/Google Sheets makes everything so much easier. Migrating from our current templates and files to Casetak framework only took a couple of hours. The pricing is very affordable for our small to medium-sized business clients.
How Casetak streamlined the data collecting process saves us a lot of time. We don’t get clients calling us to help input the number or fix breaking models anymore. Review collected by and hosted on G2.com.
There could be more integrations. But from my knowledge, the team is constantly working on adding more integrations. Review collected by and hosted on G2.com.
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