Causal is a platform for modern business planning that allows users to share live reports, automate reporting and budget vs. actual analysis, and collaborate in real-time. It offers templates for financial modeling, scenario planning, and forecasting, and integrates with various accounting, HR, CRM, and data warehouse systems. Causal aims to increase productivity, provide flexibility in modeling, and facilitate collaboration across teams.
Causal
Stop struggling with spreadsheets, wrangling CSVs, and digging through outdated files. Start sharing live reports that drive better decisions, in minutes.
Sign up for free
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All your planning, all together
A single platform for financial modellers, business teams, and executives
Finance & CFOsStartups
For Finance and CFOs
Shift from playing catch-up to driving strategic decision-making, with
- Automated reporting and BvA
- Multi-dimensional modelling & scenario planning
- Live integrations with ERPs, CRMs, data warehouses, and more
Causal for Finance
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Share your first model in under 30 minutes
Get started out-of-the-box, with endless flexibility to grow
Get Started for Free
1. Connect your data
Sync data from any accounting system/ERP, HRIS, CRM, or data warehouse
2 minutes
2. Choose a template
Our templates are built with best-practices so you’re never starting from scratch
1 minute
NewExplore templates →
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3. Customise your model
Change assumptions and formulas, and spin up custom what-if scenarios
3 minutes
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4. Collaborate in real-time
Share beautiful dashboards with your team, with live editing and commenting
2 minutes
Templates
Get started in minutes using our out of the box templates
Headcount + Hiring Plan (simple)
Headcount + Hiring Plan (simple)Headcount model aimed at early stage companies up to 50 people.
Profit & Loss + Cash Runway
Profit & Loss + Cash RunwayGain a clear picture of your revenue, expenses and runway
Forecast your inbound and outbound leads to determine revenue, and understand what kind of sales funnel you need to hit your revenue targets.
Explore all Templates
Why use Causal?
Increase Productivity
Free up your time for analysis
- Combine and automate data from financial and operational systems in minutes
- Create a single source of truth for financial and operational reporting
- Analyse granular data with interactive dashboards & transaction drill-downs
Be ready for anything
Be ready for anything
- Build flexible multi-dimensional models that scale alongside you
- Run what-if scenarios in 1-click
- Take snapshots at any point in time to track your progress throughout the year
Stay in Sync with Your teams
Collaborate across the business, in real-time
- Cut out the need for Slack & email with live collaboration in Causal
- Request updates and share insights without revealing sensitive info
- Embed live Causal tables and charts in Notion & Google Slides
Integrations
FeaturedAccounting/ERPHRISCRMData Warehouse
QuickBooksQuickBooks is one of the most popular small business accounting software packages. Use QuickBooks to track and manage your expenses and costs, as well as recording income and revenue.
XeroXero's online accounting software helps small businesses save time and grow. With a variety of helpful features, Xero makes accounting seamless.
NetSuiteNetSuite is a cloud-based financial management system that helps businesses manage their financial processes, including bookkeeping, invoicing, and reporting, all in one integrated platform.
WorkdayWorkday ERP is a cloud-based enterprise resource planning (ERP) software that integrates various HR, financial, and operational processes to streamline business operations.
Sage IntacctSage Intacct helps you get instant and accurate financial reporting that is never out of date. Request Now
SAP S/4HanaRequest Now
Microsoft Dynamics 365Request Now
Explore all Integrations
Customer Stories
You’re in great company.
We’re building a planning platform for teams of all sizes - from seed stage to IPO & beyond.
Learn about the great results that high-performing teams have achieved with Causal so you achieve them yourself.
Customer case studies
20 hours
saved eliminating manual processes,
per month
5x
faster to build and update models/plans
100x
fewer formulas vs the same model in Excel/Sheets
~$50,000
Saved of unproductive time per year