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Causal Reviews & Product Details - Page 5

Causal Overview

What is Causal?

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks.

Causal Details
Product Website
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Languages Supported
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Product Description

Causal replaces your spreadsheets with a better way to build models, connect to data (accounting, CRM), and share dashboards with your team. Sign up for free.

How do you position yourself against your competitors?

Causal aims to change the way people work in spreadsheets - moving from centralized, inefficient and manual work to automated and connected business planning.

Causal replaces Excel’ arcane formulas (no more Sheet1!$E$4 or VLOOKUPs), and includes effortless modeling, live data integrations (accounting systems, CRMs, etc), and beautiful interactive dashboards.


Seller Details
Seller
Causal
Company Website
Year Founded
2019
HQ Location
London, GB
Twitter
@CausalHQ
7,938 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
Description

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand.


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Causal Integrations

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Verified by Causal

Recent Causal Reviews

BL
Ben L.Mid-Market (51-1000 emp.)
5.0 out of 5
"A very high quality FP&A tool"
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. T...
HA
Harold A.Small-Business (50 or fewer emp.)
5.0 out of 5
"An incredible tool for the price."
The ability to forecast everything collaboratively is now available to small businesses. We have eight employees, and we can now produce forecasts...
DA
Dan A.Small-Business (50 or fewer emp.)
5.0 out of 5
"Perfect for startups that need financial visibility"
Causal is super robust, seamlessly blending my actual with forecasted values. I love the cross tab references and beautiful charts too
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255 Causal Reviews

4.6 out of 5
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255 Causal Reviews
4.6 out of 5
255 Causal Reviews
4.6 out of 5

Causal Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for CausalQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Causal?

Traceability of the formulas making the formulas easy to understand and pull apart for review and analysis. Furthermore, the support has generally been very helpful and responsive. Review collected by and hosted on G2.com.

What do you dislike about Causal?

Inability to easily drill down within the main dashboards. Very difficult for non-core users to dive in and understand without a steep learning curve. Most users do not want to remain on the Dashboard screen. Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Forced us to rebuild an overly complex excel based model. Given it's ability to handle large amounts of data vs Excel it enabled us to rebuild with proper cohort modelling without breaking everything! Review collected by and hosted on G2.com.

IO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Causal?

Using categories, formulas, tech support via slack Review collected by and hosted on G2.com.

What do you dislike about Causal?

Integrating outside data into models, adjusting graph features, online chat support Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Forecasting and presenting actuals versus budget, runway, MRR and other metrics required by the Board. I would like to use it more on a biweekly basis to guide the team Review collected by and hosted on G2.com.

DT
Operations Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Causal?

Compared to Excel models, Causal makes adjustments and additions to an existing model much faster. Additionally, it is possible to easily create charts and visualizations for your model. The video explanations of the different features are very helpful in understanding the tool. Review collected by and hosted on G2.com.

What do you dislike about Causal?

The written documentation could be improved and elaborated. While the videos are helpful in getting to know the software at the beginning, they are not so useful for just looking up minor things.

Sometimes usability is not totally intuitive, e.g. simple click vs. double click. Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Causal allows us to work with several people on financial models, and we can set up different views and permission. It is also much easier to update data compared to Excel due to some smart features such as Categories. Review collected by and hosted on G2.com.

XR
CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Causal?

easy to use and super nice interface, for any kind user Review collected by and hosted on G2.com.

What do you dislike about Causal?

sometimes it takes some time with calculation compared with excel, obviously Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Calculating easily confidence intervals with a pretty nice interface and keeping people updated in front of any change Review collected by and hosted on G2.com.

Verified User in Financial Services
CF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Causal?

It is easy to use and understand so you can have a big impact quickly Review collected by and hosted on G2.com.

What do you dislike about Causal?

It does have some limitations that mean you can't necessarily do all modelling you want Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Financial modelling predominately Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Causal?

Causal has been really helpful for us to visualize how we are tracking our projections vs. our actuals and present this information to our shareholders. Review collected by and hosted on G2.com.

What do you dislike about Causal?

The system requires a bit of getting used to and is not super intuitive at first. The Causal team though is very responsive and always eager to help. Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Causal has helped us solve clearly tracking our progress vs. our goals and making sure we stay on budget and on course. Review collected by and hosted on G2.com.

OW
FinOps Lead
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Causal?

Causal makes forecasting for businesses so easy. I appreciate the API will connect in to lots of places and pull live data. This means I can create great rolling forecast data that is more accurate. It's a lot easier and faster to use than excel. Review collected by and hosted on G2.com.

What do you dislike about Causal?

There is a bit of a learning curve to Causal for those unfamiliar with it. However, they have a wealth of training material on their website. You can also try the FinOps Academy Causal training course for extra help.

Once you're used to the system it's an absolute joy. Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Causal is helping us more accurate and better forecasts than using tools like excel. This means we're able to spend more time giving strategic insights to the business. Review collected by and hosted on G2.com.

JM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Causal?

Visualisation and live dashboard with customizability Review collected by and hosted on G2.com.

What do you dislike about Causal?

Can be quite confusing for new users who are unfamiliar with Causal capabilities Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Budget vs Actual and month end financial reporting used in presentations Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Causal?

Causal can easily connect outside data sources from google sheets, bigquery data tables, netsuite and more. They also have a team that is very responsive to questions and platform feedback. Causal allows users to easily build models and present the data in customizable graphs. Review collected by and hosted on G2.com.

What do you dislike about Causal?

I have faced a few challenges with causal. One of the challenges is getting a new employee up to speed on the platform. Causal offers a large amount of training but there is a learning curve between the simple trainings and a companies fully built complex model structure. Another challenge is due my companies vast usage of causal and the amount of interconnected models and scenarios we have there have been speed and model size issues. Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

When we have run into issues with model size and speed Causal has swiftly stepped in to identify the root cause of these issues and how we could address the problem. They have also been willing to discuss large model changes we want to make prior to making them to ensure we optimize the platform. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Causal?

Causal is built as a modeling tool for earlier-stage businesses. Version control capabilities. Review collected by and hosted on G2.com.

What do you dislike about Causal?

Lots of potential for improvements:

1. Not currently useful as a reporting tool - this, to me is the biggest deficiency - it's more of a modeling tool, and I need both

2. Lots of low-hanging fruit to make it more user-friendly - UI, suppressing zeros was just launched, which is an improvement, 1:1 planning dimensions not always practical

3. Access and user permissions are labor intensive and could be prone to error. You have to modify via views which is confusing and could be a lot more efficient as a backend permission Review collected by and hosted on G2.com.

What problems is Causal solving and how is that benefiting you?

Right now we are stalled on implementation because of our resource limitations so it's not solving very many current issues. I would like it to solve our budgeting process but afraid we wont have it live in time. Review collected by and hosted on G2.com.