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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

Discussions

Causal Community

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

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.

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Verified User in Accounting

Small-Business (50 or fewer emp.)

6/6/2024

"Automate your regular FP&A tasks"

5/5

What do you like best about Causal?

- Connect to your source data (e.g., Xero, Stripe, HRIS, CRM, GSheets, and more) to automatically import up-to-date actuals and compare them with your forecasts.

- Experience faster and more accurate modeling than Excel thanks to intelligent data structuring.

- Utilize excellent wizards, templates, and documentation for a quick and precise setup.

- Enjoy fast and efficient customer support. Review collected by and hosted on G2.com.

What do you dislike about Causal?

It is surprising that it isn't yet more widely used as an alternative to GSheets or Excel - but it will be! Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

12/29/2023

"Causal / FP&A"

4/5

What do you like best about Causal?

Intuitive Interface: Causal boasts an intuitive interface that simplifies the process of creating financial models, making it accessible to every user.

Documentation: the well-structured documentation makes it easy to understand features, functions etc.

Responsive Customer Support: customer support team is being responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Causal?

Limited Advanced Features: For advanced users seeking highly specialized or complex modeling capabilities, Causal may fall short in comparison to more advanced software.

Wizard should encompass the entire three-statement model for Xero (BS, PL, CF) and include the consolidation piece. Review collected by and hosted on G2.com.

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

Traditional planning and scenario exploration can be time-consuming and prone to errors. Causal streamlines this process, enabling me to quickly prototype and test different scenarios. This not only saves time but also enhances strategic decision-making by providing a dynamic platform for evaluating potential outcomes. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

4/23/2021

"I am throwing away my Excel models by scaling FP&A with a robust platform!"

5/5

What do you like best about Causal?

Causal has built a financial modeling platform with the power and functionality of Excel and the reliability and integrity of an ERP. The ability to share views into the model and allow 3rd parties to change variables for forecasting scenarios is hugely powerful. Review collected by and hosted on G2.com.

What do you dislike about Causal?

The Causal platform has amazing functionality and has the ability to model very complicated scenarios. There are many templates and tutorials to help you put together a methodology that works. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

12/29/2023

"An intuitive alternative to Excel for modeling"

4/5

What do you like best about Causal?

I appreciate how easy it is to carry work forward without having to do manual entry, and scenarios make it very easy to play with the model without breaking it.

The wiki is also very helpful for getting started on it

The onboarding process was pretty easy and the team offered support throughout Review collected by and hosted on G2.com.

What do you dislike about Causal?

I struggle to remember some of the formulas, etc but usually solved via the wiki.

People who are Excel diehards are difficult to persuade over to it. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

1/2/2024

"Finance = Reinvented"

5/5

What do you like best about Causal?

Causal is a game changer for our finance function. Our finance team has been able to demistify a lot of our numbers and effectively communicate decisions to the rest of the organization. I'm now able to back hiring and other decisions with real numbers and fully understand them despite not being on the finance team and not being deep in spreadsheets. Review collected by and hosted on G2.com.

What do you dislike about Causal?

Nothing yet! I haven't used every single piece of functionality, but from what I've seen as a viewer, it's been really amazing. Review collected by and hosted on G2.com.

Charlie K.

Mid-Market (51-1000 emp.)

7/18/2023

"Goodbye Google Sheets"

5/5

What do you like best about Causal?

There's so much easy-to-use functionality to make our monthly reporting process easier. Pulling data from multiple live-updating systems is incredibly easy, and having this data live-update the same platform as where our execs are consuming information from is really powerful and saves us countless hours of data wrangling. The support team is also extremely helpful and quick to respond. We won't be going back to Google Sheets! Review collected by and hosted on G2.com.

What do you dislike about Causal?

As a user with a non-financial background, there is a bit of a learning curve to get up-to-speed with all of the functionality on offer in Causal. It's extremely powerful which can be a bit overwhelming, and I'm not sure I'll ever get to use it to the fullest potential (mostly due to my own lack of knowledge). That said, the Causal team have built out comprehesive and helpful documenation, and their support team is very responsive and willing to work through problems. Review collected by and hosted on G2.com.

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

We've replaced our entire manual process for producing monthly management accounts with Causal. Rather than sharing clunky and formula-heavy Google Sheets, our exec team now access all our financial information they need in a single platform that live-updates. We're now in a place where we can start building out our financial models for business planinng purposes alongside up-to-date information being pulled from a variety of different sources. We couldn't be happier with Causal! Review collected by and hosted on G2.com.

Alek Z.

Mid-Market (51-1000 emp.)

7/17/2023

"Great Product, Fantastic Support"

5/5

What do you like best about Causal?

One of the best things about Causal is the ability to connect to all of your different systems (Salesforce, Netsuite, ADP, etc.). This allows us to do analysis that we could never have done in the past. Beyond that, their support is unparalleled. I have never had more individualized attention, and it is extremely refreshing. They are very customer focused, and I feel like I am really being heard and helped. I would definitely recommend to anyone looking for new FP&A software! Review collected by and hosted on G2.com.

What do you dislike about Causal?

Causal is constantly being updated on the backend (from their own pipeline as well as from customer comments). So the only thing to dislike is that it is not already completely perfect, but that is also actually a benefit because they are building it up at all times! I have had a few comments to them that were implemented in less than an hour... amazing! Never seen this flexability with any other platforms. Review collected by and hosted on G2.com.

Lukas P.

Small-Business (50 or fewer emp.)

12/26/2023

"Great tool for fast insights into your sturtup.businesscase!"

4.5/5

What do you like best about Causal?

- templates for standard issues

- work in progress, keeps getting better

- great support Review collected by and hosted on G2.com.

What do you dislike about Causal?

- i find it not easy to connect the dots if you are looking for en error in your calculation

- takes some time to "get it" after years of excel-brain Review collected by and hosted on G2.com.

Bob K.

President

Management Consulting

Small-Business (50 or fewer emp.)

7/25/2023

"Causal is great!"

5/5

What do you like best about Causal?

Having implemented and used many CPM tools, I find Causal refreshing to use and is more intuitive to use than other applications. Even though it doesn't use Excel as a framework, it is still very Excel-like in terms of approachability and continues to grow its functionality to offer many of the things finance and FP&A folks need to prepare their financial plans and scenarios. Review collected by and hosted on G2.com.

What do you dislike about Causal?

As mentioned before, the downsides of Causal are its newness in this application space so some functionality is not available (although enhancements may be on the product road map). As the application matures to be more of an enterprise tool, cross functional security will be an important consideration for users. Review collected by and hosted on G2.com.