Financial planning made simple

Your financial statements, ARR reporting, forecasts, budgets, and scenario plans — in one place.

“What's our ARR growth rate?”

Connect to Stripe and get all the metrics you want, with all customisability you need.

Get notified of customer changes directly via email/Slack, and stay updated with weekly/monthly ARR summary emails.

Drill down into charts and tables directly in Causal, without having to open up a Stripe tab.

Get started with:

Stripe
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“How are we tracking against our plan for the year?”

Save versions of your model and compare them side-by-side against the actuals to understand variances. Causal puts this whole process on autopilot — no more manual work in rolling your model forward each month.

Get started with

qb icon
Quickbooks
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xero icon
Xero
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“What’s our runway if we hire 3 more engineers?”

Headcount is your biggest expense, so you should know how your current team and planned hires are affecting your bottom line. Start with one of our templates and customise it with your own hiring scenarios.

Get started with:

BambooHR
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Gusto
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Other HRIS
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Spend less time in spreadsheets, and more time on your business

Formulas made for humans

Model anything with human-readable formulas — no #REFs or VLOOKUPs.

Connected to your stack

Pull live data from your accounting system, HRIS, CRM, data warehouse, and more.

Plan for every scenario

Spin up new scenarios in 1 click and compare them side-by-side.

Connect to your QuickBooks/Xero,
and let our AI do the work

Get started for free →
01

Connect your data

Authenticate with QuickBooks/Xero to pull your P&L and Balance Sheet into Causal.
2 minutes
02

Run the wizard

Our AI wizard will analyse your chart of accounts and generate a financial model for you.
1 minute
03

Customise your model

Adjust assumptions and formulas, and spin up different scenarios.
3 minutes
04

Share with your team

Share beautiful dashboards with 
your team, with live editing and commenting.
2 minutes

Bring your business data, wherever it lives.

  • Accounting/ERP
  • HRIS
  • CRM
  • Data warehouse
  • Spreadsheets
See all integrations →

Put finance on autopilot today

Get started free →

100x

fewer formulas vs the same model in Excel/Sheets

20hrs

saved per month eliminating manual processes

$50k+

saved of unproductive 
time per year

Don’t just take our word for it

What people are saying