Stop spending 2 days every month pulling actuals via csv's and manually calculating variances.
Causal connects directly to your data and automatically compares your budgets and forecasts against the actuals each month.
Stop grappling with formulas and cell references.
Causal uses 100x fewer formulas to build exactly the same model as Excel, and our built-in scenarios feature lets you spin up unlimited what-if scenarios.
Stop maintaining multiple files and versions for different stakeholders.
Causal lets you turn a single model into as many custom, interactive dashboards as you want, different for each stakeholder.
Excel requires you to manually export reports from your accounting system each month, and paste into your spreadsheet, which is time-consuming and error-prone. If you have multiple entities, you need to manually consolidate them.
Once actuals are pulled in, calculating the differences between the forecast, the annual budget, and the actuals is manual and time-consuming. There is no way to look back at historical versions after-the-fact.
Sharing the whole spreadsheet file with stakeholders isn't feasible. But pasting charts and tables into slide decks is static — any questions need to go through the finance team.
Making changes to an Excel model is time-consuming and error-prone. Formula errors lead to inaccurate numbers.
Causal connects directly to all 5 of your business entities in your accounting system, and pulls new data automatically at the end of each month. Actuals get filled in and rolling forecasts update automatically.
Causal saves a full history of model versions, and the built-in forecast-vs-actuals functionality lets you generate custom reports comparing model versions to actuals, in just a few clicks.
Causal's interactive dashboards are used in real-time during meetings to discuss different scenarios and make decisions. External investors engage much more with Causal models than static slide decks.
Causal's formulas are in plain English, and it takes 10x fewer models to build the same model as Excel. Updating the model's structure is much easier, and errors are easy to spot and fix.
"I’ve moved our entire financial model into Causal. I no longer spend time on manual plumbing, and can focus on playing a strategic role in the company."
Read case studies.
Causal has live data integrations with accounting systems (QuickBooks, Xero), ERPs (NetSuite, Sage, SAP), CRMs (Salesforce, Hubspot) and
Save multiple versions and automatically compare them against actuals. No need to update formulas when actuals come in.
Causal's charts are beautiful without any configuration, but give you the flexibility to customise as much as you need.
Set granular permissions for each team member. Hide sensitive salary information while sharing higher level expense summaries.
Causal lets you share your models in interactive dashboards. Stakeholders can adjust assumptions without any chance of breaking anything.
Causal's formulas are in plain English— no cell references or obscure syntax — and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas.
Causal's built-in Scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model.
Causal's cohort modelling functionality lets you forecast on a cohort level without unwieldy formulas.