Causal: Modern Business Planning

Stop struggling with spreadsheets, wrangling CSVs, and digging through outdated files. Start sharing live reports that drive better decisions, in minutes.

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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

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 →

3. Customise your model

Change assumptions and formulas, and spin up custom what-if scenarios

3 minutes

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