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.
Funding
$19.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
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.
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.
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