Financial Planning & Analysis

Causal powers FP&A at companies like Lob

See how finance teams like Lob's are using Causal to automate manual processes and democratise financial planning in their orgs.

Complex revenue modelling made simple

Before Causal, Marley Spoon's revenue model was disconnected from the underlying data (in Snowflake), and costing the team hours every week to maintain.

With Causal, Dina's team have re-created their revenue model with 100x fewer formulas, incorporating live data from Snowflake, and outputting the results to Looker.
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750 employees, Post-IPO
“We evaluated a range of financial modelling products, but Causal was the only platform that provided the modelling flexibility that we needed, without requiring external consultants to manage it. Causal has freed up my team’s time to focus on value-additive work with confidence in our numbers, and the Causal team are a pleasure to work with.”
Dina Fok
Business Analysis Lead
160 Employees, $63m raised
"Causal has become a core part of our company’s toolkit. The automation and visualisation features let me focus my time on high-value projects and save countless hours when building and updating models. My colleagues love the interactive dashboards, and Causal’s team is great — they’re super responsive and are constantly shipping new features to the product."
David Kay
Finance Director

Putting FP&A on autopilot to focus on the future

Causal has automated Unmind's routine FP&A processes — pulling actuals from Xero and Hi Bob, comparing budgets vs actuals, and generating reports for stakeholders — to save David's team 3 days per month.

The team can now focus on pro-active strategic projects that create value for the business.
DATA INTEGRATIONS

Put data import and variance analysis on autopilot.

Pull financial data directly from your accounting system, and combine it with operational data from your CRM and data warehouse to build fully integrated models.

Consolidate data from multiple sources and business entities into a single view, with the ability to drill down into granular detail when you need.

Automatically track the performance of your model against actual data, and compare model versions (e.g. Budget) against actuals and re-forecasts.
See all integrations
DATA VISUALISATION

Give each stakeholder their own custom dashboard with beautiful visuals.

Generate beautiful charts and tables without spending hours on customisation and configuration.

Set up custom views and permissions for each stakeholder, with a single underlying source of truth.
See Live Example
Live data integrations
Connect to your data, wherever it lives. Pull in actuals from your accounting system (Xero, Quickbooks), ERP (NetSuite, SAP, Sage), CRM (Salesforce, Hubspot), and more.
Budget-vs-actuals on autopilot
Save different versions of your model (e.g. "Budget", "Reforecast") and let Causal automatically compare them against the actuals, and visualise them beautifully.
Multi-currency, multi-entity consolidation
Incorporate multiple business entities with different currencies into a single consolidated view, with the ability to drill-down into granular detail.
P&L, Balance Sheet, Cashflow
Build fully integrated 3-statement financial models in Causal using direct or indirect cashflow modelling.
Custom views and permissions
Show each stakeholder the information that's relevant to them, without revealing sensitive data (e.g. salaries) or duplicating work.
Multi-dimensional modelling
Build multi-dimensional models (multiple countries, products, regions, business units) without any duplication of work.
27 Employees, Series a
“Causal has let me automate our routine finance processes to give me a lot more leverage in my role, and the Causal dashboards have increased transparency and alignment throughout the company.”
Aidan Davies
Chief of Staff

Greater transparency and alignment in the business

Before Causal, Aidan was spending countless hours every month on routine finance processes and answering basic requests from the company.

With Causal, every stakeholder in the company can transparently access targets and metrics self-serve, and Aidan can focus on helping the business make better decisions.
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Turn your FP&A team into a true business partner.

We've helped hundreds of companies streamline their FP&A processes. We'd love to do the same for you.