Causal

Causal is a financial modeling and planning tool designed to replace spreadsheets and static slide decks. It lets finance teams and founders build models, run scenarios and share insights through visual, interactive dashboards, turning complex financial data into something a whole team can read and act on. Where a spreadsheet hides logic inside thousands of cells, Causal keeps formulas readable and connected to live data, which makes planning faster and far less error-prone.

Causal connects to your existing data sources, such as ERP systems, CRMs, accounting software and data warehouses, so your models stay in sync with reality. You start from a pre-built template or build your own model, then adjust assumptions and formulas to match your scenarios. Teams collaborate in real time by sharing dashboards and commenting directly on the numbers, which makes it easier to align on a forecast and make decisions quickly. Because assumptions are explicit, anyone can change an input and immediately see the impact across the model.

• Dynamic models: build financial models that pull data from multiple sources into a single view.
• Scenario planning: compare best, base and worst cases, including Monte Carlo simulations for a range of outcomes.
• Interactive dashboards: share visual charts that update as assumptions change.
• Integrations: connect accounting tools, CRMs and HRIS systems for accurate, up-to-date numbers.
• Readable formulas: plain-language logic that non-experts can follow and edit.

Causal fits startups, CEOs, executives, revenue and business operations teams, and HR. Startups use it for financial planning so they can focus on product-market fit while keeping cash under control. Executives get a clear, unified view of the business to support better decisions, revenue teams forecast and track retention more accurately, and HR plans headcount and compensation. It is equally useful for board reporting and fundraising, where a clean, interactive model is far more persuasive than a dense spreadsheet.