Causal

Causal Products

Causal is a comprehensive business planning platform designed to replace traditional spreadsheets with a more efficient and integrated approach to financial modelling and analysis. It offers a suite of tools that cater to finance professionals and business planners, enabling them to build models, connect to various data sources, and share dashboards with their teams.

Key Features

Causal allows users to consolidate their financial statements, Annual Recurring Revenue (ARR) reporting, forecasts, budgets, and scenario plans in one centralised location. This integration simplifies the process of tracking financial performance and planning for future growth. Users can pull historical data directly from accounting software like QuickBooks or Xero, enabling them to drill down into transactions without the need to switch between multiple tabs or consult their accountant.

The platform also connects seamlessly with payment processors like Stripe, providing users with customisable metrics and real-time notifications via email or Slack. This feature ensures that users stay updated with weekly or monthly ARR summary emails, enhancing their ability to monitor financial health continuously.

Model Management and Scenario Planning

Causal enables users to save different versions of their financial models and compare them side-by-side against actuals to understand variances. This process is automated, reducing the manual work typically involved in rolling models forward each month. The platform offers a range of templates to help users get started with detailed forecasting and scenario planning, making it easier to set ambitious yet credible targets.

Headcount and Business Performance

Users can also plan for headcount changes and understand how current and future hires impact the bottom line. Causal provides templates for customising hiring scenarios, allowing businesses to make informed decisions about their workforce. Additionally, the platform can connect to multiple QuickBooks or Xero entities, performing currency conversion and consolidation automatically. This feature provides a complete picture of business performance across all entities without any manual work.

About Causal

Causal is headquartered in London, United Kingdom. The company was founded in 2019 and has grown to a team of 42 employees.

Company Overview

Causal is dedicated to providing a robust business planning platform that goes beyond traditional financial planning. The company’s mission is to empower finance professionals and business planners with tools that simplify complex financial modelling and analysis.

Compliance and Security

As a UK-based company, Causal adheres to stringent data protection regulations, ensuring that user data is handled with the utmost care and security.