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
arrow

“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
arrow
xero icon
Xero
arrow

“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
arrow
Gusto
arrow
Other HRIS
arrow

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

Mike Overell

The rate of product improvements from @CausalHQ is incredible.

Classdojo runs all forecasts, scenarios, and financial planning in it, without a single FTE in the function 🤯

Jeremy Higgs

I’ve been using @CausalHQ for the past two weeks to rebuild our financial model, and it’s such a breath of fresh air compared to the fragile, static models that I ended up making in Excel/Sheets.

Zuhayeer Musa

If you haven’t yet checked out @CausalHQ, it’s an incredible way to create live-updating forecasts with built-in tools for modeling uncertainty

Dries Vaesen

Been playing around with @CausalHQ for the last hour or so and I'm very impressed by the simplicity yet thoughtfulness of the features and interactions. Great job!

Tyler Tringas

I’m a bit of a spreadsheet/model-building nerd and I’ve been super impressed with @CausalHQ. Among other things I think we’ll rebuild a dynamic version of our founder-break-even calculator. Should be fun.

ben 🌐³ bryandigital.io 🔮👀📐🏗️🚀✨🟣

One of my favourite web apps: http://causal.app

Quickly & easily create financial models + automatically generate dynamic presentations based on those models. Brilliant work by @CausalHQ

Matt 🏴󠁧󠁢󠁷󠁬󠁳󠁿

On a demo with @CausalHQ via @makerpad

It is a game changer for modeling. CFOs and PMs will be chomping at the bit to get their hands on it.

👏

Danae Shell

Y'all, I have built a LOT of financial models in my day and @CausalHQ just made it super easy to build one up from scratch. WAY easier than my spreadsheets. I am obsessed!

Matt Mazzeo

Need to build a model? This product is stunning.

👊👊 @CausalHQ

😵

if you use spreadsheets, you should be using @causalhq instead. don't play yourself!

Vithu G. Namasivayam

Non-codey people that love math should try @CausalHQ. I feel like a data scientist using it when I am in fact neither a data nor a scientist.

Ben Sehl

If you ever do any modeling/forecasting — I seriously can’t recommend @CausalHQ enough. It is such a great product.

Colin Plamondon

Throwing together probabilistic models w/ @CausalHQ is futuristic as hell.

I was writing a project spec last night. CAC vs. price vs. conversion rates - Causal stuff.

Within 45m I was exploring scenarios in a detailed, data-backed way.

Craziest part? It embeds in Notion 🤯

Sar Haribhakti

This is cool https://causal.app

Kieran McHugh

Preparing a financial model for Daybridge in @CausalHQ and I must say it’s a phenomenal piece of software with a boatload of potential. Magical to watch things reload in real time. I need to know their tech stack!

kempsterrrr.eth | (🧱, 🚀) ᵍᵐ

strong recommend @CausalHQ for interactive financial modelling. for matter any modelling.

breath of fresh air from trying to do these things in excel