Causal

About Causal

Causal is a business planning platform that consolidates financial data from sources like QuickBooks and Stripe, enabling users to create dynamic financial models and forecasts with human-readable formulas. It eliminates manual processes by automating reporting, budgeting, and scenario planning, allowing teams to focus on strategic decision-making.

```xml <problem> Businesses often struggle with fragmented financial data scattered across multiple platforms like QuickBooks, Stripe, and HRIS systems, leading to inefficient manual processes for reporting, budgeting, and forecasting. Creating dynamic financial models and scenario plans requires significant time and effort, hindering strategic decision-making. </problem> <solution> Causal is a business planning platform that consolidates financial data from various sources into a centralized system, enabling users to build dynamic financial models and forecasts using human-readable formulas. By automating reporting, budgeting, and scenario planning, Causal eliminates manual processes and allows teams to focus on strategic analysis. The platform connects to accounting, HRIS, CRM, and data warehouse systems, providing a comprehensive view of business performance. Users can create multiple scenarios, compare them side-by-side, and track performance against actuals to understand variances and improve forecasting accuracy. </solution> <features> - Integration with QuickBooks, Xero, Stripe, Salesforce, HubSpot, Snowflake, and other platforms for automated data import - AI-powered wizard to analyze chart of accounts and generate initial financial models - Human-readable formulas for creating custom calculations and scenarios without complex coding - Real-time data updates and dynamic dashboards for monitoring key performance indicators (KPIs) - Scenario planning tools for creating and comparing multiple financial scenarios side-by-side - Budget vs. actuals analysis with automated snapshots to track performance against targets - Rolling forecasts that automatically update with new data - Secure data storage and access controls </features> <target_audience> Causal is designed for finance professionals, business leaders, and strategic decision-makers in modern companies who need a centralized platform for financial planning, reporting, and forecasting. </target_audience> ```

What does Causal do?

Causal is a business planning platform that consolidates financial data from sources like QuickBooks and Stripe, enabling users to create dynamic financial models and forecasts with human-readable formulas. It eliminates manual processes by automating reporting, budgeting, and scenario planning, allowing teams to focus on strategic decision-making.

Where is Causal located?

Causal is based in London, United Kingdom.

When was Causal founded?

Causal was founded in 2019.

How much funding has Causal raised?

Causal has raised 19800000.

Location
London, United Kingdom
Founded
2019
Funding
19800000
Employees
40 employees
Major Investors
Accel, Coatue

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Causal

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Executive Summary

Causal is a business planning platform that consolidates financial data from sources like QuickBooks and Stripe, enabling users to create dynamic financial models and forecasts with human-readable formulas. It eliminates manual processes by automating reporting, budgeting, and scenario planning, allowing teams to focus on strategic decision-making.

causal.app10K+
cb
Crunchbase
Founded 2019London, United Kingdom

Funding

$

Estimated Funding

$10M+

Major Investors

Accel, Coatue

Team (40+)

No team information available.

Company Description

Problem

Businesses often struggle with fragmented financial data scattered across multiple platforms like QuickBooks, Stripe, and HRIS systems, leading to inefficient manual processes for reporting, budgeting, and forecasting. Creating dynamic financial models and scenario plans requires significant time and effort, hindering strategic decision-making.

Solution

Causal is a business planning platform that consolidates financial data from various sources into a centralized system, enabling users to build dynamic financial models and forecasts using human-readable formulas. By automating reporting, budgeting, and scenario planning, Causal eliminates manual processes and allows teams to focus on strategic analysis. The platform connects to accounting, HRIS, CRM, and data warehouse systems, providing a comprehensive view of business performance. Users can create multiple scenarios, compare them side-by-side, and track performance against actuals to understand variances and improve forecasting accuracy.

Features

Integration with QuickBooks, Xero, Stripe, Salesforce, HubSpot, Snowflake, and other platforms for automated data import

AI-powered wizard to analyze chart of accounts and generate initial financial models

Human-readable formulas for creating custom calculations and scenarios without complex coding

Real-time data updates and dynamic dashboards for monitoring key performance indicators (KPIs)

Scenario planning tools for creating and comparing multiple financial scenarios side-by-side

Budget vs. actuals analysis with automated snapshots to track performance against targets

Rolling forecasts that automatically update with new data

Secure data storage and access controls

Target Audience

Causal is designed for finance professionals, business leaders, and strategic decision-makers in modern companies who need a centralized platform for financial planning, reporting, and forecasting.

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