Causal

What is Causal?

Causal is a finance platform designed to streamline financial modeling, forecasting, and reporting by connecting directly to live data sources such as QuickBooks, Xero, Stripe, and data warehouses. It enables teams to build multi-dimensional models with fewer formulas, automate data refreshes, and compare forecasts against actuals with version control. Causal enhances collaboration through interactive dashboards, commenting, approval workflows, and audit logs, empowering startups and businesses to make faster, data-driven decisions with greater accuracy and less manual effort.

Key Features

• Live Data Integrations

  Automatically pull in financial and operational data from accounting software, CRMs, and data warehouses to keep models up-to-date without manual imports.

• Scenario Planning and Version Control

  Create multiple forecast scenarios and save model versions to compare projections against actual results and understand variances.

• Collaborative Workflows

  Built-in commenting, approval workflows, and multi-user simultaneous editing enable seamless collaboration among finance teams and stakeholders.

• Intuitive Modeling Interface

  Replace complex spreadsheets with plain-English formulas and a user-friendly interface that reduces errors and improves model auditability.

• Customizable Dashboards and Reports

  Share interactive charts and tables with teams and investors, enabling real-time insights and data-driven decision-making.

• Multi-Currency Consolidation

  Automatically convert and consolidate financial data from multiple entities and currencies for a unified business overview.

Use Cases

• Financial Forecasting : Build detailed revenue, expense, and cash flow forecasts that update automatically with live data to track business performance.
• Budgeting and Planning : Develop bottom-up budgets and hiring plans to align financial goals with operational strategies.
• Investor Reporting : Create polished, interactive dashboards and reports to share financial insights with investors and board members.
• Scenario Analysis : Test different business scenarios and growth strategies to understand potential impacts on financial outcomes.
• Team Collaboration : Enable finance teams and department heads to collaborate within the platform, streamlining communication and approvals.

FAQs