Financial planning made simple
Your financial statements, ARR reporting, forecasts, budgets, and scenario plans — in one place.
"How did we spend so much on contractors last quarter?"
Pull your historicals directly from QuickBooks/Xero, and drill down into the transactions behind each number without having to jump between browser tabs or chase your accountant.
“What's our ARR growth rate?”
Connect to Stripe and get all the metrics you want, with all customisability you need.
Get notified of customer changes directly via email/Slack, and stay updated with weekly/monthly ARR summary emails.
Drill down into charts and tables directly in Causal, without having to open up a Stripe tab.
“How are we tracking against our plan for the year?”
Save versions of your model and compare them side-by-side against the actuals to understand variances. Causal puts this whole process on autopilot — no more manual work in rolling your model forward each month.
“How can we actually 3x revenue next year?”
It’s well and good setting an ambitious top-down target, but you also need a credible bottom-up plan to get there. Get started with one of our templates and forecast your business in as much detail as you need.
Templates
3-Statement Model
Profit & Loss + Cash Runway
Cohort analysis
“What’s our runway if we hire 3 more engineers?”
Headcount is your biggest expense, so you should know how your current team and planned hires are affecting your bottom line. Start with one of our templates and customise it with your own hiring scenarios.
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“How is the business performing across all entities?”
Connect to all of your QuickBooks/Xero entities and Causal will do the currency conversion and consolidation work for you, letting you get a complete picture of your business without any manual work.
Spend less time in spreadsheets, and more time on your business
Formulas made for humans
Model anything with human-readable formulas — no #REFs or VLOOKUPs.
Connected to your stack
Pull live data from your accounting system, HRIS, CRM, data warehouse, and more.
Plan for every scenario
Spin up new scenarios in 1 click and compare them side-by-side.
Connect to your QuickBooks/Xero,
and let our AI do the work
01
Connect your data
Authenticate with QuickBooks/Xero to pull your P&L and Balance Sheet into Causal.
2 minutes
02
Run the wizard
Our AI wizard will analyse your chart of accounts and generate a financial model for you.
1 minute
03
Customise your model
Adjust assumptions and formulas, and spin up different scenarios.
3 minutes
04
Share with your team
Share beautiful dashboards with your team, with live editing and commenting.
2 minutes
Bring your business data, wherever it lives.
Put finance on autopilot today
100x
fewer formulas vs the same model in Excel/Sheets
20hrs
saved per month eliminating manual processes
$50k+
saved of unproductive time per year
Don’t just take our word for it
What people are saying
The rate of product improvements from @CausalHQ is incredible.
Classdojo runs all forecasts, scenarios, and financial planning in it, without a single FTE in the function 🤯
I’ve been using @CausalHQ for the past two weeks to rebuild our financial model, and it’s such a breath of fresh air compared to the fragile, static models that I ended up making in Excel/Sheets.
If you haven’t yet checked out @CausalHQ, it’s an incredible way to create live-updating forecasts with built-in tools for modeling uncertainty
Been playing around with @CausalHQ for the last hour or so and I'm very impressed by the simplicity yet thoughtfulness of the features and interactions. Great job!
I’m a bit of a spreadsheet/model-building nerd and I’ve been super impressed with @CausalHQ. Among other things I think we’ll rebuild a dynamic version of our founder-break-even calculator. Should be fun.
One of my favourite web apps: http://causal.app
Quickly & easily create financial models + automatically generate dynamic presentations based on those models. Brilliant work by @CausalHQ
On a demo with @CausalHQ via @makerpad
It is a game changer for modeling. CFOs and PMs will be chomping at the bit to get their hands on it.
👏
Y'all, I have built a LOT of financial models in my day and @CausalHQ just made it super easy to build one up from scratch. WAY easier than my spreadsheets. I am obsessed!
Need to build a model? This product is stunning.
👊👊 @CausalHQ
if you use spreadsheets, you should be using @causalhq instead. don't play yourself!
Non-codey people that love math should try @CausalHQ. I feel like a data scientist using it when I am in fact neither a data nor a scientist.
If you ever do any modeling/forecasting — I seriously can’t recommend @CausalHQ enough. It is such a great product.
Throwing together probabilistic models w/ @CausalHQ is futuristic as hell.
I was writing a project spec last night. CAC vs. price vs. conversion rates - Causal stuff.
Within 45m I was exploring scenarios in a detailed, data-backed way.
Craziest part? It embeds in Notion 🤯
Preparing a financial model for Daybridge in @CausalHQ and I must say it’s a phenomenal piece of software with a boatload of potential. Magical to watch things reload in real time. I need to know their tech stack!
strong recommend @CausalHQ for interactive financial modelling. for matter any modelling.
breath of fresh air from trying to do these things in excel