Causal 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Causal

4.8

(18)

Pricing

Starting at $250.00 per month

About Causal

Causal is a business planning platform built for number-crunching, financial modeling, business planning or anything involving calculations.

It includes live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

Causal also makes it simple to incorporate advanced modeling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs.

If you're looking to move on from the pains of traditional spreadsheets, Causal empowers you to build accurate and detailed models and encourages better decision-making across your organization.

Causal Screenshots

Causal Pricing and Plans

Starting price: $250.00 per month

Free Trial

Free Version

Free

$0.00

Plan includes:

25 Category Items
5 Models + 5 Scenarios
Google Sheets Integration + CSV Upload and Cohort Modelling
Unlimited Dashboards

Startup

$250.00

flat rate, per month

Plan includes:

10 Models + 10 Scenarios
50 Category Items
Google Sheets Integration + CSV Upload
Standard Data Integrations
Unlimited Dashboards
Version Comparison (Budget-Vs-Actuals)
Weekly Office Hours With Causal's Strategic Finance Partners and Cohort Modelling

Business

Pricing available upon request

Plan includes:

10 Models + 10 Scenarios
50 Category Items
5+ Members
Google Sheets Integration + CSV Upload
Premium Data Integrations
SAML SSO and Cohort Modelling
Standard Data Integrations
Unlimited Dashboards
Unlimited Items Per Category
Version Comparison (Budget-Vs-Actuals)

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Causal Features

Popular features found in Financial Management
Budgeting/Forecasting
Cash Management
Multi-Currency
Project Management
Revenue Recognition
Tax Management
More features of Causal
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
API
Audit Trail
Benchmarking
Charting
Chart of Accounts
Collaboration Tools
Configurable Workflow
Consolidation/Roll-Up
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Connectors
Data Extraction
Data Import/Export
Data Integration
Data Management
Data Mapping
Data Visualization
Drag & Drop
Expense Management
Financial Analysis
Financial Management
Financial Modeling
Financial Reporting
Forecasting
Gantt/Timeline View
General Ledger
Goal Setting/Tracking
Income & Balance Sheet
Investment Management
Key Performance Indicators
KPI Monitoring
Milestone Tracking
Modeling & Simulation
Multi-Company
Multi-Department/Project
Performance Management
Performance Metrics
Planning Tools
Predictive Analytics
Profit/Loss Statement
Progress Reports
Progress Tracking
Projections
Project Time Tracking
Query Builder
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Reporting/Analytics
Reporting & Statistics
Risk Management
Sales Forecasting
Sales Trend Analysis
Scenario Planning
Scorecards
Self-Service Reporting
Single Sign On
Strategic Planning
Template Management
Third-Party Integrations
Trend Analysis
Trend/Problem Indicators
Version Control
Visual Analytics
"What If" Scenarios
Workflow Management

Causal Integrations

Airtable

Google Ads

HubSpot CRM

Salesforce Platform

Stripe

Xero

See all 20 integrations

Causal User Reviews

Overall Rating

4.8

Ratings Breakdown

83%

17%

Secondary Ratings

Ease of Use

4.5

Value for money

4.8

Customer support

5.0

Functionality

4.8

👀 Niels M.

Verified reviewer

Financial Services

11-50 employees

Used monthly for less than 12 months

Reviewed June 2021

Smart spreadsheet modelling for your startup

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Causal offers advanced modelling in a user friendly way. The way you can build models, connect to other models and create interactive dashboards (which you can share) is really powerful. It works a bit different but also very similar compared to spreadsheets. It gives you the power you miss in your spreadsheet with the easy to use variables. When using Causal you instantly wonder: Why can't my spreadsheet do this? Using multiple scenarios and ranges really help you get a better understanding of the direction your are moving. On top of this you can compare forecasts vs. actuals, which is useful. Causal has a lot of (hidden) gems and I'm pretty sure we only use 25% of its capabilities. Finally their support is superb. Always happy to help you, you can book consultants to help you build your model when you are stuck or need some help. Highly recommended.

Cons:

Initially we didn't like the speed of Causal. Having a few large models made it quite slow to use. Along the way they did improve a lot in their speed. Seeing continuous updates on this area gives a lot of trust in the product. Also the interface can quite daunting when working with multiple models and large data sets. When you come back after a while it takes some time to remember how it worked and how everything was tied together. But that said, I think this is also inherent to the complexity of your topic / model. Sharing different versions of your model can be improved. It's quite easy to share, but it would be nice to freeze certain versions you have send out to investors for example and maybe lock them with a password. The exporting functionality wasn't really powerful, sometimes you want to share a PDF only but the layout and content wasn't satisfying to us.

Mads V.

Verified reviewer

Transportation/ Trucking/ Railroad

11-50 employees

Used weekly for less than 12 months

Reviewed July 2021

A whole new way of modelling

I have really enjoyed working in Causal. I find it intuitive and easy to use. The customer support is great as well and I often get a reply within minuttes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I no longer have to maintain large and complex spreadsheets and I can model new scenarios in seconds. It's very easy to change variables and see the effects right away. I've used the software to present business cases to investors and banks with great success, and I do not loose participants in complex spreadsheets no longer.

Cons:

There is still plenty of features that could be added to the software and I hope in the future more templates will be availiable.

Reasons for switching to Causal

Better to build out models and easier to maintain and make different scenarios.

Carley G.

Verified reviewer

Sporting Goods

2-10 employees

Used monthly for less than 6 months

Reviewed June 2021

Causal is so easy to use!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Causal allows for easy integration with accounting software like Quickbooks Online. The customer support has quick communications and really takes user feedback. Originally, The software would only use accounting on a Cash basis and when I informed them of this, they fixed the bug within a few days and allowed for us to bring in our reports from QBO on an Accrual basis.

Cons:

My only suggestion would be to have more tutorial videos!

Jarrod M.

Verified reviewer

Accounting

11-50 employees

Used weekly for less than 2 years

Reviewed June 2021

The Death of Excel?!

At first I thought they were tongue in cheek about killing the spreadsheet, however they have just about achieved this in our business! Credit to [SENSITIVE CONTENT HIDDEN] and the whole Causal team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Causal platform is seriously intuitive, with constant product updates only serving to enhance its capability. The product team are always so gracious in receiving feedback and work genuinely to incorporate feature requests into subsequent releases. From a modelling perspective, I love how Causal encourages you to think about models in terms of inputs, calculations and outputs. I also love the way it handles dimensions and scenarios. The ability to link to other data sources is a seriously handy feature. However, the standout feature for me is the presentation mode, which enables you to update inputs live with stakeholders and see the resulting outputs in real time.

Cons:

I honestly can't fault the platform. Every bug or frustration seems to be resolved in the following release.

Verified

Reviewer

Market Research

2-10 employees

Used weekly for less than 2 years

Reviewed July 2021

Makes scenario planning so much easier

Excellent. As someone who has built models for a living, Causal is an exceptional tool that just lets you create amazing dynamic models. With models, variables can constantly change. On excel, you have to remember the 19 different places you have to update each variable for it to continue working, or build in that slack from the beginning. With Causal it takes seconds.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to have different scenarios and quickly adjust variables to see how that changes the model. Creating models can be quicker than Excel, but the model would be far more superior in terms of how dynamic it is as well as being able to share with others

Cons:

Export functionality is a bit limited currently. Unable to properly export to excel or display graphs/charts in an PowerPoint / Google Slides.

Reasons for switching to Causal

Easier to manage and maintain models.

Verified

Reviewer

Consumer Services

11-50 employees

Used weekly for less than 12 months

Reviewed June 2021

Financial Modeling for Dummies

We have been using Casual as a client facing tool for prospects to run their own ROI calculations without having to send a spreadsheet so it has really helped with that. In addition, early on, the support team was amazing to help us with any question we had!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to run scenarios in a drag and drop format was one of the greatest benefits. Instead of creating formulas in excel, you simply input the model you'd like to run against and it calculates all the different scenarios.

Cons:

There is a learning curve in understanding the interface, the variables, and how they play together. Then the ability to share the model and how that is presented takes some time to fine tune.

Nicolle O.

Verified reviewer

Real Estate

51-200 employees

Used daily for less than 6 months

Reviewed June 2021

Innovative and easy to use software for financial modelling

Causal feels like the perfect tool in which to build our multi-year business forecast. It's easy to use and the output feels high quality - it will be impressive to potential investors! I appreciate how responsive the team has been to my feedback, and they roll out useful new functionality on a regular basis.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy learning curve - you can be up and running building your own models very quickly. Innovative pre-set formulas and functionality make certain things that are tricky to model in excel very easy in Causal - such as ramp function and cohorts. The visuals workspace allows you to see the results of your model quickly and easily. And the scenario functionality is so useful to play with inputs and display results without having to recreate entire models multiple times.

Cons:

Formula writing is different from excel so it takes a bit of getting used to. If you're used to quickly navigating around Excel using shortcuts, it's a bit slower in Causal as you need to use your mouse a lot more in order to click into cells or set up categories.

Verified

Reviewer

Marketing and Advertising

Self-Employed

Used weekly for less than 2 years

Reviewed June 2021

Financial modelling, but so much faster

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Super quick and easy to build models, far easier to come back and edit them than in Excel or similar tools.

Cons:

A bit of a learning curve at the start, and there are a few features that I think are still to come.

Naitik M.

Verified reviewer

Internet

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed March 2021

Excel lifesaver!

Causal helped us turn a loaded, mostly static Excel model into a highly interactive and flushed out model that we can use to run our business. It's helped us visualize the main levers for our business, in a way that I can share and translate with the rest of the team as well. I had spent 2-4 weeks building our Excel financial model. I built the whole thing out (and much more) in Causal in about 4-7 days of time total. For most financial models I'll work on from now on, I don't think I'll use Excel again. Thanks again for creating this gem of a product!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Ability to visualize data with interactive inputs - Ability to input ranges of values for different scenarios - Working with formulas was 100x easier than Excel. Was able to spot inaccuracies and logical flaws pretty intuitively.

Cons:

- The product's still quite new, so there are small bugs here and there in different nooks & crannies of the product. On the plus side, the team's been ultra-responsive to fix these. - The setup process took some time to wrap my head around how Causal treats cells, formulas, categories, etc; but once I had the basics down, the build time was super fast.

Reasons for switching to Causal

Better financial modeling.