Causal Features
Financial Insight (3)
Budgeting
As reported in 25 Causal reviews. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting
As reported in 26 Causal reviews. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
Planning
Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. 26 reviewers of Causal have provided feedback on this feature.
Data (4)
Data Visualization
Based on 26 Causal reviews. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis
Scours data for actionable insights. 25 reviewers of Causal have provided feedback on this feature.
Custom Reporting
Allows users to customize their own reports according to business needs. 26 reviewers of Causal have provided feedback on this feature.
Reporting Templates
Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. 25 reviewers of Causal have provided feedback on this feature.
Status Communication (4)
Collaboration
As reported in 22 Causal reviews. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control
Based on 22 Causal reviews. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates
Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. This feature was mentioned in 22 Causal reviews.
Scorecards
As reported in 20 Causal reviews. Displays and shares company performance data to increase transparency across the board.
Budget Creation (6)
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data 89 reviewers of Causal have provided feedback on this feature.
Budget Hierarchies
Define budget structure elements and how they are linked hierarchically 78 reviewers of Causal have provided feedback on this feature.
Versioning
Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 92 Causal reviews.
Formulas
Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 106 Causal reviews.
What-If
As reported in 88 Causal reviews. Test the potential financial impact of business decisions on revenues and expenses
Budget Periods
As reported in 89 Causal reviews. Users can customize standard budget periods (3, 9, or 12 months)
Budget Management (2)
Consolidation
Consolidate multiple budgets from different departments or business entities This feature was mentioned in 67 Causal reviews.
Adjustments
Users with administrative access rights can modify budgets This feature was mentioned in 71 Causal reviews.
Forecasting (5)
Historical Data
As reported in 92 Causal reviews. Forecasting is based on past transactions and historical financial or operational data
Reforecast
Ability to recreate forecasts to include new information that may impact budgets 81 reviewers of Causal have provided feedback on this feature.
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 80 Causal reviews.
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year) 78 reviewers of Causal have provided feedback on this feature.
AI
Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns 16 reviewers of Causal have provided feedback on this feature.
Analytics (7)
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers. 78 reviewers of Causal have provided feedback on this feature.
Forecasts Comparison
compare Income Statement, Balance Sheet, and Cash Flow for multiple periods 80 reviewers of Causal have provided feedback on this feature.
Forward Looking
Based on 81 Causal reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Variance Analysis
As reported in 38 Causal reviews. Project out as the year progresses to accommodate trends that affect key business drivers.
Reports
As reported in 42 Causal reviews. Generate cash flow reports in order to see where money is coming in and where it's going
Forecast Comparison
Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 39 Causal reviews.
Forward Looking
As reported in 39 Causal reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Data Management (3)
Data Import
Based on 73 Causal reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Data Consolidation
As reported in 58 Causal reviews. Data from multiple systems can be centralized into a single repository
Data Validation
Based on 56 Causal reviews. Financial data can be validated to avoid duplicates and errors
Reporting Structure (3)
Reporting Hierarchy
Based on 61 Causal reviews. Administrators can define and manage the reporting structure and access rights to each report
Report Templates
As reported in 65 Causal reviews. Templates that can be used to create new reports without starting from scratch
Report Types
Based on 64 Causal reviews. Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date
Standard Analytics (4)
Standard KPIs
Include most common financial KPIs such as gross and net profit margin, or working capital 68 reviewers of Causal have provided feedback on this feature.
Standard Reports
Standard financial reports are provided out of the box 69 reviewers of Causal have provided feedback on this feature.
Financial Statements
Ability to analyze financial statements such as income statement and balance sheet This feature was mentioned in 67 Causal reviews.
Drill Down
Based on 65 Causal reviews. Users can drill down to the detail level of each transaction or financial entry
Custom Analytics (5)
Dashboards
Dashboards can be customized to display different types of data from various sources 81 reviewers of Causal have provided feedback on this feature.
Custom KPIs
Users can modify standard financial KPIs and metrics 70 reviewers of Causal have provided feedback on this feature.
Custom Reports
As reported in 75 Causal reviews. Allow users to edit reports and to combine multiple reports
Self Service
Based on 77 Causal reviews. A dedicated portal for external users with limited access to the system
Multiple Entities
Monitors the financial performance of multiple entities This feature was mentioned in 10 Causal reviews.
Cash Flow Management (3)
File Exports
Based on 36 Causal reviews. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Income and Expenses
Add one-time or recurring items to your cash flow and add line items for each payment or deposit. 43 reviewers of Causal have provided feedback on this feature.
Track Cash Flow
Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds. 40 reviewers of Causal have provided feedback on this feature.
Cash Flow Forecasting (5)
Historical Data
As reported in 43 Causal reviews. Cash flow forecasting is based on past transactions and historical financial or operational data
Reforecast
As reported in 40 Causal reviews. Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Based on 40 Causal reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year) 40 reviewers of Causal have provided feedback on this feature.
AI
Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns
Financial Data Transfer (5)
Data Transfer
Automates the transfer of data between an organization's ERP system and its bank This feature was mentioned in 33 Causal reviews.
Data Exchange
Streamlines the exchange of information between internal systems This feature was mentioned in 31 Causal reviews.
Reporting
Automatically extracts data required for cash forecasting and liquity reporting 38 reviewers of Causal have provided feedback on this feature.
Access
Based on 41 Causal reviews. Restricts access to certain users within an organization, or provides access for third parties
Integration
Based on 38 Causal reviews. Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software
Financial Planning (3)
Extended Planning
As reported in 21 Causal reviews. Analysis that creates business plans outside of finance, including sales, marketing, or HR.
Reporting
Based on 24 Causal reviews. Reports on departmental KPI metrics measured against targets.
Integration
Consolidates planning processes across an organization into a single solution. 21 reviewers of Causal have provided feedback on this feature.
Agentic AI - Cash Flow Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - FP&A (Financial Planning & Analysis) (2)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Budgeting and Forecasting (3)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Financial Analysis (2)
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.




