Causal for Financial Planning

Build financial models dramatically faster, connect them directly to your financial data, and share them in beautiful dashboards that your team will love.

  • Automatically pull in actuals directly from your accounting software
  • Share models in beautiful, interactive dashboards
  • Scenario planning + sensitivity analysis in minutes, not hours
Tal Meser
Causal's scenario planning and reporting capabilities have transformed the way we plan and communicate with our team and shareholders. It's a no brainer if you run a business.
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Tal Meser, CEO
Connect directly to your data

Connect your financial models to your accounting data to pull in historicals, and automatically run budget vs actuals analysis.

Build your financial models your way

Causal is as flexible as a spreadsheet, letting you model your business how you want, not how your financial planning software forces you to.

Create beautiful charts and reports

Don't spend hours trying to make charts look nice — Causal gives you gorgeous visualisation and interactive reports out-of-the-box.

Reporting & visualisation

Live interactive dashboards out-of-the-box
  • 01
    An interactive dashboard for your team

    Let your team play with your model's assumptions to understand different scenarios, without accidentally breaking anything.

    Click here to see a live demo.

  • 02
    Live data integrations

    Connect directly to your data, so your reports are always up-to-date.

  • 03
    teams and permissions
    Teams & Permissions

    Control who can edit and view each model and report.

  • 04
    version control
    Version Control

    No need to send updated spreadsheets in email attachments.


Get every team on the same page
  • 05
    Every team's budget, connected

    Each team creates their own budget, and you simply link them together. Everything is always up-to-date.

    No more copying/pasting data across multiple spreadsheets.

Scenario planning

What-if scenarios and sensitivity analysis out of the box
  • 06
    Unlimited scenarios, no duplication

    Generate custom scenarios in seconds, without having to duplicate anything or wrangle with data tables.

    Visualise multiple scenarios side-by-side in one click.

    scenario planning
Join the 100s of teams replacing their spreadsheets with Causal.
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