Causal

Causal is a financial planning platform designed specifically for startups and small to medium-sized businesses (SMBs). The company provides a range of features including financial reporting, modeling, and integrations with multiple systems such as accounting, HRIS, CRM, and data warehouses. Causal’s platform is known for its user-friendly templates, AI-driven financial model generation, and the ability to easily import data from QuickBooks and Xero. The platform allows for the customization of financial models and supports live editing and commenting on shared dashboards. Causal promotes efficiency by enabling users to create new financial scenarios with a single click and reduces reliance on spreadsheets, claiming to save users an average of 20 hours per month and over $50,000 annually in unproductive time. The company also offers a free start option and is trusted by hundreds of modern teams, as evidenced by highlighted customer stories that demonstrate significant time and cost savings.