Causal Reviews & Product Details

It is simple to use, with a logcial UI and syntax to achieve the desired results. It is very quick to implement and integrate with other data.

The ability to share with key stakeholder and the flexibility in what be represented is brilliant. We rely on it during our budgeting and planning phases. Review collected by and hosted on G2.com.

It could increase the number of integrations, but it is by no means short Review collected by and hosted on G2.com.

Last year, when I was looking for a financial tool that I could use for quick and easy financial planning, I looked at several products and ended up sticking with Causal. I still don't regret that decision. On the contrary, I am very happy with it.

Causal offers several different out-of-the-box financial models, which makes it very easy to get started. But it's still extremely flexible and made for complex financial modeling. There is very helpful and comprehensive documentation and many very well made videos by the founder himself.

I use Causal every day and wouldn't want to be without it. Review collected by and hosted on G2.com.

This is complaining at a very high level, but I would like the dashboards to have even more customization options and to be able to set up different dashboards for different stakeholders for one model. But I'm sure that will come in the future. Review collected by and hosted on G2.com.

Causal is super robust, seamlessly blending my actual with forecasted values. I love the cross tab references and beautiful charts too Review collected by and hosted on G2.com.

It was a little challenging getting started and learning the Causal way-- I did hire an amazing consultant who helped us out Review collected by and hosted on G2.com.

The functionality is so advanced. We've been able to build out some crazy in-depth financial models and forecasts, despite not having a CFO/financial specialist on the team yet. Review collected by and hosted on G2.com.

There is a steep learning curve due to the product being so advanced. Thankfully, the education and support is excellent - even during our free trial period. Review collected by and hosted on G2.com.

Using Causal allows me to focus on what the numbers mean, rather than having to worry about whether the calculations are correct. I can quickly understand the assumptions behind models, compare scenarios and track changes in ways which are impossible to do in a spreadsheet.

Migrating into Causal was very easy - when we hit roadblocks, the support team are always quick to respond and help solve our problems.

The product team are really responsive and features / fixes are released really quickly. Review collected by and hosted on G2.com.

More Xero's fault than Causal's but for a cash-focussed startup, having a pre-built template of a direct cash flow (which we managed to do manually in the end) would have been REALLY helpful. Review collected by and hosted on G2.com.

Causal excels in facilitating complex financial modeling. Its user-friendly interface simplifies the integration of intricate formulas and scenarios. The aesthetically pleasing outputs are straightforward to configure. A standout feature is the emphasis on Monte Carlo simulations, which seamlessly incorporates variables with uncertainty. This allows for a clear visualization of the potential range of outcomes, enhancing decision-making in financial analysis. Review collected by and hosted on G2.com.

I honestly don't have anything materially bad to say about Causal. I think for a while it was hard to do things like IRR modeling but I believe they've fixed that more recently. Review collected by and hosted on G2.com.

Everything I have thought about trying to do, Causal has the ability to do it very cleanly and quickly. I really like the ability to quickly collapse up months into quarters into years without SUMIF formulas. I also like that formulas are based on names rather than cell references. It seamlessly integrates into Xero as well which is really useful. Any issues we have had were looked into quickly by Taimur and team. Review collected by and hosted on G2.com.

It is quite tech-heavy and so it takes some getting used to but it is a powerful tool once up and running. Review collected by and hosted on G2.com.

As an Operations Specialist having a tool that is approachable and easy to set up/navigate but still sophisticated in its ability to provide solid financial forecasting and scenerio mapping is what I appreciate most about Causal. Also love that they have a network of fractional CFOs for set-up guidance, we appreciated this and used one of their recommended folks.

Implementation is super easy compared to what was out in the market. Review collected by and hosted on G2.com.

It lacks some key integrations for SaaS, such as Recurly and it would be great if the Xero integration had some more attention paid to it, you cant link the cash summary which is a report we like using and I needed to reach out to support to have the numbers adjusted due to the expenses coming through as a positive deduction in the formula. Review collected by and hosted on G2.com.

Its intergation with google sheets, and Quick Books Online has made the possibilities unlimited. Visualizing your analysis is also very easy with Causal Review collected by and hosted on G2.com.

Categories make modellling and analysis super easy, yet the number of categories allowed are quite limited even for the extra upgrade! They also quoted the top tier as unlimited categories, but their support told me that it is actually limited to 3000 categories and they in reality do not offer unlimited categories, rendering it useless for me. I am very close to using my full 1000 categories for the extra upgrade tier! Review collected by and hosted on G2.com.

- Links to your source data (eg Xero, Stripe, HRIS, CRM, GSheets and more) to automatincally pull in up to date Actuals and set them side by side with your forecasts

- Faster and more accurate modelling than Excel due to the clever data structuring

- Great wizards, templates and documentation for quick, accurate set up

- Quick and good customer support Review collected by and hosted on G2.com.

That it isn't yet more widely used as an alternative to GSheets or Excel - but it will be! Review collected by and hosted on G2.com.