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Modern financial planning

About Causal

Causal is a financial planning platform that consolidates financial statements, ARR reporting, forecasts, budgets, and scenario plans in one place. It serves growing finance teams seeking better visibility and data-driven decisions by connecting data sources and automating planning workflows.

Causal screenshot

Key Features

In practice, Causal links source data to forward-looking plans, enabling real-time variance analysis and scenario planning across the business:

Data Connections

Connect QuickBooks, Xero, and Stripe to import data and consolidate financials for reporting.

Forecasting Templates

Create detailed forecasts with customizable templates and scenario planning.

Automated Modeling & Updates

Save model versions, automatically roll forward projections, and compare against actuals to reduce manual maintenance.

Consolidated Reporting & Insights

Centralized statements and ARR reporting with drill-downs and trend insights.

Summary

Best for growth-stage finance teams, FP&A professionals, and operations teams managing SaaS ARR, budgets, and scenario planning.

Growth

Not specified / Annual

  • White-glove implementation
  • Premium data connections included
  • Granular permissions + views included
  • Unlimited viewers
  • Commenting
  • Custom teams
  • World class support

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