Causal
Causal offers modern financial planning tools for startups and SMBs, integrating with various systems to reduce manual processes and enhance business efficiency.
Services
Causal offers modern financial planning tailored specifically for startups and small to medium-sized businesses (SMBs). Their platform includes a comprehensive suite of features such as reporting, modeling, integrations, and a focus on trust and security. Users can choose from a variety of templates, follow the company blog, receive product updates, apply for startup finance jobs, join webinars, and explore career opportunities. The company offers a free start option, allowing users to try out their services with no initial cost.
Integration Capabilities
Causal seamlessly integrates with multiple systems, enhancing its usability and efficiency. It supports connections with accounting systems like QuickBooks and Xero, HRIS, CRM platforms, data warehouses, and spreadsheets. The platform allows easy data import from these systems and ensures real-time sync, enabling users to spend less time on spreadsheets and more on their core business activities.
Features
The platform enables robust financial planning and reporting by pulling historical data directly from QuickBooks and Xero. Users can generate financial models using an AI wizard that analyzes their chart of accounts. The models can be customized with adjustable assumptions and formulas, and shared dashboards support live editing and commenting, promoting collaborative work. One standout feature is the ability to spin up new scenarios with a single click, making it easier to plan for various business outcomes.
Templates
Causal offers a variety of templates specifically designed for financial modeling. These ready-made templates help users quickly set up their financial plans without starting from scratch, simplifying the modeling process. The templates cover common use cases and are adaptable to different business needs, ensuring that users have the tools to create accurate and effective financial models.
Customer Impact
Highlighted customer stories illustrate significant time and cost savings for users. Causal claims to save users approximately 20 hours per month by eliminating manual processes typically associated with traditional financial planning methods. Additionally, the platform estimates that users save over $50k annually in unproductive time. By reducing the reliance on formulas compared to Excel or Sheets models, Causal helps businesses streamline their financial workflows and improve overall efficiency.