Causal

Causal replaces traditional spreadsheets, letting you build models, connect to different data sources (accounting, CRM) and share dashboards with your team. The tool is geared for financial planning and reporting, but it's most useful for startups and smaller to medium-sized businesses.

Causal lets you draw historical and live data from accounting systems like QuickBooks and Xero, HRIS and CRM software, and data warehouses to build financial models. You can then use those models to analyze your business, forecast revenue and create budgets and scenario plans.

Among Causal's features are:

• Human-readable formulas: Model anything without cell references or VLOOKUPs.
• Connected data: Pull live data from accounting systems, HRIS, CRM, and data warehouses.
• Transaction drill-down: See the underlying data behind numbers without leaving Causal.
• Granular permissions: Control access to individual models or parts of models.
• Scenario planning: Create multiple scenarios with different assumptions and compare them side-by-side.
• Cohort modeling: Work with cohorts without complex formulas.
• Built-in currency conversion: Model and consolidate across multiple currencies easily.

Causal can connect to data sources like Google BigQuery, HubSpot, NetSuite, Salesforce, Snowflake and Stripe so you can draw data from multiple sources.

Pricing tiers vary depending on your business needs:

• Reporting: $99 per month, good for early-stage companies, with 2 editors, unlimited viewers and 1 standard data connection.
• Modelling: $250 per month, good for companies of 10-100 people, with everything in the Reporting plan plus unlimited historical and forecast periods.
• Growth: Contact for custom pricing, good for larger companies with many stakeholders, with premium data connections and white-glove implementation.

Causal hopes to make financial modeling and planning easier, more accessible and more efficient so businesses can make decisions based on their own data.

Published on June 14, 2024