All your planning, all together

A single platform for financial modellers, business teams, and executives

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

For Startups

Put your finances on autopilot so you can focus on finding PMF, with:
  • Self-serve data integrations (QBO/Xero + HRIS)
  • Out-of-the box reports and planning templates
  • 1-click what-if scenario modelling

For CEOs and Executives

Gain a 360 degree view of your business:
  • Interactive executive dashboards with drill-down
  • Embedded dashboards in Google Slides & Slack
  • Centralized budget management & approval workflows

For Revenue & Business Operations

Forecast revenue and track retention with:
  • Live operational data from your CRM and data warehouse
  • Multi-dimensional modelling, including cohorts
  • 1-click scenario planning

For Human Resources

Make the right hires at the right time with:
  • Live HRIS data connections
  • Employee-level headcount planning for current + future hires
  • Compensation planning for sales

Share your first model in under 30 minutes

Get started out-of-the-box, with endless flexibility to grow


Get started in minutes using our out of the box 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


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.

20 hours

saved eliminating manual processes,
per month


faster to build and update models/plans


fewer formulas vs the same model in Excel/Sheets


Saved of unproductive time per year

Loved by 100s of companies across the globe

Hear what our users are saying about Causal

Kick off planning by building your first model in under 30 minutes