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Causal Reviews & Product Details

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks.

Seller

Lucanet AG

Languages Supported

English

Product Description

Causal replaces your spreadsheets with a better way to build models, connect to data (accounting, CRM), and share dashboards with your team. Sign up for free.

Overview by

Saumil Shah

Discussions

Causal Community

Pricing

Pricing provided by Causal.

Modelling

$250.00

Per Month

Business

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Top-Rated Alternatives

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Causal Integrations

(3)

Integration information sourced from real user reviews.

Causal Media

Causal Demo - Build interactive dashboards

Share your models with collaborators in interactive dashboards that they'll immediately understand.

Causal Demo - Build your models out of variables

Build your models from the ground up using variables defined by you, and link them to one another.

Causal Demo - Write formulas in plain-english

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 Demo - Automate Budget vs. Actuals

Automatically track the performance of your model against actual data, and against historical model versions. Easily compare historical model versions (e.g. Annual Budget) against actuals and current forecasts.

Causal Demo - Model every scenario and the potential range of outcomes

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 Demo - Stay on top of changes with Audit Logs

Causal's audit logs allows admins to understand who made what changes and when.

Causal Reviews (256)

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Verified User in Computer Software

Small-Business (50 or fewer emp.)

7/11/2025

"Poor experience with the Causal team and application after Lucanet acquisition"

1/5

What do you like best about Causal?

Clean visual interface, yet support and feature progress have degraded since the Lucanet deal. They used to be better. Review collected by and hosted on G2.com.

What do you dislike about Causal?

Support has been unhelpful, billing continued after cancellation, and post-acquisition the company feels more rigid and transactional Review collected by and hosted on G2.com.

Ben L.

Chief Financial Officer

Mid-Market (51-1000 emp.)

2/14/2025

"A very high quality FP&A tool"

5/5

What do you like best about Causal?

It is simple to use, with a logcial UI and syntax to achieve the desired results. It is very quick to implement and integrate with other data.

The ability to share with key stakeholder and the flexibility in what be represented is brilliant. We rely on it during our budgeting and planning phases. Review collected by and hosted on G2.com.

What do you dislike about Causal?

It could increase the number of integrations, but it is by no means short Review collected by and hosted on G2.com.

Sebastian S.

Co-CEO

Computer Software

Small-Business (50 or fewer emp.)

5/17/2024

"Best in class financial tool"

5/5

What do you like best about Causal?

Last year, when I was looking for a financial tool that I could use for quick and easy financial planning, I looked at several products and ended up sticking with Causal. I still don't regret that decision. On the contrary, I am very happy with it.

Causal offers several different out-of-the-box financial models, which makes it very easy to get started. But it's still extremely flexible and made for complex financial modeling. There is very helpful and comprehensive documentation and many very well made videos by the founder himself.

I use Causal every day and wouldn't want to be without it. Review collected by and hosted on G2.com.

What do you dislike about Causal?

This is complaining at a very high level, but I would like the dashboards to have even more customization options and to be able to set up different dashboards for different stakeholders for one model. But I'm sure that will come in the future. Review collected by and hosted on G2.com.

Dan A.

VP International Marketing & Demand Generation

Small-Business (50 or fewer emp.)

10/25/2024

"Perfect for startups that need financial visibility"

5/5

What do you like best about Causal?

Causal is super robust, seamlessly blending my actual with forecasted values. I love the cross tab references and beautiful charts too Review collected by and hosted on G2.com.

What do you dislike about Causal?

It was a little challenging getting started and learning the Causal way-- I did hire an amazing consultant who helped us out Review collected by and hosted on G2.com.

Michael G.

Marketing Manager

Small-Business (50 or fewer emp.)

4/30/2024

"Phenomenal product with great support"

5/5

What do you like best about Causal?

The functionality is so advanced. We've been able to build out some crazy in-depth financial models and forecasts, despite not having a CFO/financial specialist on the team yet. Review collected by and hosted on G2.com.

What do you dislike about Causal?

There is a steep learning curve due to the product being so advanced. Thankfully, the education and support is excellent - even during our free trial period. Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

We're able to forecast forward and apply different scenarios (e.g. if we raise X amount in funding, then what happens to our numbers?). Everything is all connected and changes flow downstream so we can see the effects throughout the sales funnel and right through to our bottom line. Building this in spreadsheets would be an absolute nightmare and would take vast amounts of time longer. Review collected by and hosted on G2.com.

Tara L.

Head of Operations

Small-Business (50 or fewer emp.)

12/29/2023

"I don't know why anyone still uses spreadsheets for Finance"

5/5

What do you like best about Causal?

Using Causal allows me to focus on what the numbers mean, rather than having to worry about whether the calculations are correct. I can quickly understand the assumptions behind models, compare scenarios and track changes in ways which are impossible to do in a spreadsheet.

Migrating into Causal was very easy - when we hit roadblocks, the support team are always quick to respond and help solve our problems.

The product team are really responsive and features / fixes are released really quickly. Review collected by and hosted on G2.com.

What do you dislike about Causal?

More Xero's fault than Causal's but for a cash-focussed startup, having a pre-built template of a direct cash flow (which we managed to do manually in the end) would have been REALLY helpful. Review collected by and hosted on G2.com.

Andres D.

Small-Business (50 or fewer emp.)

12/21/2023

"The first legitimate excel killer I've come across"

5/5

What do you like best about Causal?

Causal excels in facilitating complex financial modeling. Its user-friendly interface simplifies the integration of intricate formulas and scenarios. The aesthetically pleasing outputs are straightforward to configure. A standout feature is the emphasis on Monte Carlo simulations, which seamlessly incorporates variables with uncertainty. This allows for a clear visualization of the potential range of outcomes, enhancing decision-making in financial analysis. Review collected by and hosted on G2.com.

What do you dislike about Causal?

I honestly don't have anything materially bad to say about Causal. I think for a while it was hard to do things like IRR modeling but I believe they've fixed that more recently. Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

It allows me to build beautiful and complex forecasting models quickly. Most importantly it incorporates uncertainty at its core which allows me to quickly see how multiple uncertain inputs affect the range of possible outcomes. Furthermore, for anybody interacting with the model, they can play with those ranges of inputs and quickly see the modification in the results providing even more confidence in the model. Review collected by and hosted on G2.com.

Alex C.

Small-Business (50 or fewer emp.)

12/20/2023

"Useful FP&A Tool"

4.5/5

What do you like best about Causal?

Everything I have thought about trying to do, Causal has the ability to do it very cleanly and quickly. I really like the ability to quickly collapse up months into quarters into years without SUMIF formulas. I also like that formulas are based on names rather than cell references. It seamlessly integrates into Xero as well which is really useful. Any issues we have had were looked into quickly by Taimur and team. Review collected by and hosted on G2.com.

What do you dislike about Causal?

It is quite tech-heavy and so it takes some getting used to but it is a powerful tool once up and running. Review collected by and hosted on G2.com.

Sarah T.

Business Operations Manager

Mid-Market (51-1000 emp.)

12/20/2023

"Approachable FP&A tool with easy set up and lots of great support."

4/5

What do you like best about Causal?

As an Operations Specialist having a tool that is approachable and easy to set up/navigate but still sophisticated in its ability to provide solid financial forecasting and scenerio mapping is what I appreciate most about Causal. Also love that they have a network of fractional CFOs for set-up guidance, we appreciated this and used one of their recommended folks.

Implementation is super easy compared to what was out in the market. Review collected by and hosted on G2.com.

What do you dislike about Causal?

It lacks some key integrations for SaaS, such as Recurly and it would be great if the Xero integration had some more attention paid to it, you cant link the cash summary which is a report we like using and I needed to reach out to support to have the numbers adjusted due to the expenses coming through as a positive deduction in the formula. Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

The visual dashboards were what was really missing from our previous set up, which was using Google Workbooks and pivot tables, now we have a much clearer picture for forecasting and cashflow. Causal has also significantly reduced the EOM reporting time and because its all connected to our books less room for data entry error. Review collected by and hosted on G2.com.

Mohammad A.

Chief Financial Officer

Small-Business (50 or fewer emp.)

12/20/2023

"Causal is more than a spreadsheet software & has become my business analysis and planning superhero!"

5/5

What do you like best about Causal?

Its intergation with google sheets, and Quick Books Online has made the possibilities unlimited. Visualizing your analysis is also very easy with Causal Review collected by and hosted on G2.com.

What do you dislike about Causal?

Categories make modellling and analysis super easy, yet the number of categories allowed are quite limited even for the extra upgrade! They also quoted the top tier as unlimited categories, but their support told me that it is actually limited to 3000 categories and they in reality do not offer unlimited categories, rendering it useless for me. I am very close to using my full 1000 categories for the extra upgrade tier! Review collected by and hosted on G2.com.