Causal In-Depth Review: Features & Alternatives (2023 Updated)

Hey there! Welcome to my in-depth and fun review of Causal. In this blog post, we're going to dive deep into the features, pricing, and alternatives of this amazing software product. So buckle up and let's get started!

If you haven't heard of Causal yet, it's a B2B SaaS product that offers a modern solution for building and automating your financial models, business plans, board reports, and forecasts. You can check out their website here.

Causal Review: What is Causal

Causal is a powerful platform that eliminates the struggles of working with spreadsheets, CSVs, and outdated files. It allows you to build and automate your financial models, business plans, board reports, and forecasts in just minutes. With Causal, you can create live reports that drive better decisions and share them with your team effortlessly.

Causal Review: How can it be used?

The possibilities with Causal are endless! Whether you're a financial modeller, a business team, or an executive, Causal has got you covered. Here are some ways Causal can be used:

  • Finance and CFOs can benefit from automated reporting and BvA, multi-dimensional modeling and scenario planning, and live integrations with ERPs, CRMs, data warehouses, and more.
  • Startups can take advantage of self-serve data integrations with QBO/Xero and HRIS, out-of-the-box reports and planning templates, and 1-click what-if scenario modeling.
  • CEOs and executives can enjoy interactive executive dashboards with drill-down capabilities, embedded dashboards in Google Slides and Slack, and centralized budget management and approval workflows.
  • Revenue and business operations teams can utilize live operational data from their CRM and data warehouse, multi-dimensional modeling including cohorts, and 1-click scenario planning.
  • Human resources teams can make use of live HRIS data connections, employee-level headcount planning for current and future hires, and compensation planning for sales.

Causal Review: Who is it for?

Causal caters to a wide range of user profiles and industries. Here are some of the user segments that can benefit from using Causal:

  • Financial modellers
  • Business teams
  • Executives and CEOs
  • Startups
  • Revenue and business operations teams
  • Human resources teams

Causal Features

Causal offers a plethora of features that make it the go-to platform for financial modeling and planning. Here are some key features:

  • Automated reporting and BvA
  • Multi-dimensional modeling and scenario planning
  • Live integrations with ERPs, CRMs, data warehouses, and more
  • Self-serve data integrations with QBO/Xero and HRIS
  • Out-of-the-box reports and planning templates
  • 1-click what-if scenario modeling
  • Interactive executive dashboards with drill-down capabilities
  • Embedded dashboards in Google Slides and Slack
  • Centralized budget management and approval workflows
  • Live operational data from CRM and data warehouse
  • Multi-dimensional modeling, including cohorts
  • Live HRIS data connections
  • Employee-level headcount planning for current and future hires
  • Compensation planning for sales

Causal Plans

If you're interested in learning more about the pricing of Causal, I've written a more in-depth review about it on my blog. You can check it out causal pricing.

Causal Alternatives

While Causal is an excellent product, it's crucial to explore other alternatives available in the market. Here are some alternatives that you might want to consider:


Tableau is a powerful data visualization tool that is used in the Business Intelligence industry. It allows you to create insightful and interactive dashboards. Its intuitive interface enables non-technical users to create customized dashboards.


Quantrix offers a business modeling and analytics platform that addresses the limitations and inefficiencies of traditional spreadsheets. It provides multi-dimensional modeling capabilities that allow for more flexible and robust financial and operational modeling.

Adaptive Insights

Adaptive Insights is a cloud-based planning software that offers powerful budgeting, forecasting, and reporting capabilities. It allows for easy collaboration and provides business intelligence and analytics tools for better insights and decision-making.

Each of these alternatives offers unique advantages and could serve as a viable replacement or complement to Causal depending on your specific needs. Be sure to evaluate each one carefully to ensure it aligns with your business requirements and goals.

Causal Review: Pros & Cons

Now let's take a look at some of the pros and cons of using Causal:


  • Automated reporting and scenario planning save you time and effort.
  • Live integrations with various systems ensure accurate and up-to-date data.
  • The platform is intuitive and easy to use, even for non-technical users.
  • Collaboration features make it easy to work together in real-time.
  • The ability to embed live tables and charts in other tools like Notion and Google Slides is a game-changer.


  • The pricing might be a bit steep for smaller businesses.
  • Some users might miss the familiarity of working with spreadsheets.


In conclusion, Causal is a powerful platform that revolutionizes the way you build and automate your financial models, business plans, board reports, and forecasts. With its user-friendly interface, extensive features, and integrations, Causal is a must-have tool for any finance professional, startup, or executive.

But don't just take my word for it! Head over to their website at saas blog.

Happy modeling!


Upendra Varma

Upendra Varma

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