Causal Features

As reported in 25 Causal reviews. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

As reported in 26 Causal reviews. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

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.

Based on 26 Causal reviews. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights. 25 reviewers of Causal have provided feedback on this feature.

Allows users to customize their own reports according to business needs. 26 reviewers of Causal have provided feedback on this feature.

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.

As reported in 22 Causal reviews. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Based on 22 Causal reviews. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

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.

As reported in 20 Causal reviews. Displays and shares company performance data to increase transparency across the board.

Import trial balance, monthly P&L, balance sheets, and other types of financial data 89 reviewers of Causal have provided feedback on this feature.

Define budget structure elements and how they are linked hierarchically 78 reviewers of Causal have provided feedback on this feature.

Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 92 Causal reviews.

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 106 Causal reviews.

As reported in 88 Causal reviews. Test the potential financial impact of business decisions on revenues and expenses

As reported in 89 Causal reviews. Users can customize standard budget periods (3, 9, or 12 months)

Consolidate multiple budgets from different departments or business entities This feature was mentioned in 67 Causal reviews.

Users with administrative access rights can modify budgets This feature was mentioned in 71 Causal reviews.

As reported in 92 Causal reviews. Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets 81 reviewers of Causal have provided feedback on this feature.

Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 80 Causal reviews.

Used to review and update budgeting assumptions for a predefined period (usually one year) 78 reviewers of Causal have provided feedback on this feature.

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.

Project out as the year progresses to accommodate trends that affect key business drivers. 78 reviewers of Causal have provided feedback on this feature.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods 80 reviewers of Causal have provided feedback on this feature.

Based on 81 Causal reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

As reported in 38 Causal reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

As reported in 42 Causal reviews. Generate cash flow reports in order to see where money is coming in and where it's going

Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 39 Causal reviews.

As reported in 39 Causal reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Based on 73 Causal reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

As reported in 58 Causal reviews. Data from multiple systems can be centralized into a single repository

Based on 56 Causal reviews. Financial data can be validated to avoid duplicates and errors

Based on 61 Causal reviews. Administrators can define and manage the reporting structure and access rights to each report

As reported in 65 Causal reviews. Templates that can be used to create new reports without starting from scratch

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

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 financial reports are provided out of the box 69 reviewers of Causal have provided feedback on this feature.

Ability to analyze financial statements such as income statement and balance sheet This feature was mentioned in 67 Causal reviews.

Based on 65 Causal reviews. Users can drill down to the detail level of each transaction or financial entry

Dashboards can be customized to display different types of data from various sources 81 reviewers of Causal have provided feedback on this feature.

Users can modify standard financial KPIs and metrics 70 reviewers of Causal have provided feedback on this feature.

As reported in 75 Causal reviews. Allow users to edit reports and to combine multiple reports

Based on 77 Causal reviews. A dedicated portal for external users with limited access to the system

Monitors the financial performance of multiple entities This feature was mentioned in 10 Causal reviews.

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.

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.

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.

As reported in 43 Causal reviews. Cash flow forecasting is based on past transactions and historical financial or operational data

As reported in 40 Causal reviews. Ability to recreate forecasts to include new information that may impact budgets

Based on 40 Causal reviews. Support multiple types of forecasts such as balance sheet and cash flow 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.

Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

Automates the transfer of data between an organization's ERP system and its bank This feature was mentioned in 33 Causal reviews.

Streamlines the exchange of information between internal systems This feature was mentioned in 31 Causal reviews.

Automatically extracts data required for cash forecasting and liquity reporting 38 reviewers of Causal have provided feedback on this feature.

Based on 41 Causal reviews. Restricts access to certain users within an organization, or provides access for third parties

Based on 38 Causal reviews. Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software

As reported in 21 Causal reviews. Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Based on 24 Causal reviews. Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution. 21 reviewers of Causal have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives