Causal FAQs

    • Who is Causal best for - their role(s) within what kind of companies.

      Causal is best for Finance and RevOps teams to power their models, forecasts, and analysis across any stage company. Causal is leveraged by FP&A and Strategic Finance teams to replace their spreadsheets and slide decks with a better way to perform calculations, visualize data, and communicate with numbers.

    • How does Causal benefit them?

      Leveraging Causal's platform, Finance and RevOp teams can live-link all their data sources (QuickBooks, Salesforce, Gusto, etc) to avoid working with static data, collaborate easily with various stakeholders, build beautiful visualizations, and easily build models/forecasts with 10-100x less formulas than Excel.

      Furthermore, Causal's dashboards can be easily embedded in your application or slide decks. There is also a live chat to quickly answer any questions you have on top of a robust onboarding guide to help you get started in minutes.

    • How technical do users need to be to use Causal's software?

      Not technical at all! Causal's platform is entirely no-code for users and all aggregations happen automatically.

    • What makes Causal a leader in this space?

      Causal is a leader in the space because we have the most data integrations and offer the most flexibility to the users to get started. While most software can take weeks to months to implement, Causal takes minutes. There are over 20 templates for users to get started from and live chat support. Our customers rave about the ease to use, lightning fast calculations, and the visualizations.

    • Who are Causal's biggest competitors (3-5 companies)?

      Excel
      Pigment
      Mosiac
      Equals

    • How/why is Causal better than those competitors (or most others in their market)? What about Causal is unique, stronger, easier, etc.?

      Causal is the only business planning tool that lets users start instantly. No one wants to spend 1-3 months implementing a software and with Causal you can start minutes after you sign up. Additionally, Causal provides hands-on support through live chats, Slack community, and dedicated Strategic Finance Partners for enterprise customers. Causal allows you to integrate with over 80 (and growing!) data sources to ensure that it can be the singular tool teams need for finance and headcount planning.

    • What kind of features can customers expect Causal to release in the near future? And longer term?

      Easier ways to collaborate, more templates and onboarding guides, more data sources, and generative AI in the longer term to power their financial modeling.

    • Which popular or common software does Causal integrate with?

      Quickbooks, Xero, Hubspot, Salesforce, Gusto, Bamboo, Netsuite, Google Sheets, Excel, Zenefits, Snowflake, BigQuery, Redshift, Looker

    • Software pricing can often be complex. If it's pretty straightforward, list tiers, pricing (per year, seat, etc) and limits for Causal. If it's not simple, use broad estimates or ranges for typical setups.

      Startup customers can leverage Causal for $250 per month with no minimum commitment.

      Enterprise pricing starts at $12,000 per year with numerous additional benefits.

    • Does Causal offer a trial or free download available?

      Yes, we offer a 2 week free trial.

      Users can sign up at https://my.causal.app/register

    • Does Causal offer any kind of training/education for their product?

      Causal has numerous templates to help you get started. There is also an onboarding wizard to users step-by-step instructions on how to get immediate value from the Causal platform.

    • Describe the implementation process and timeline for Causal software.

      Minutes after signing up

    • What are the Causal support options? List all.

      Live Chat
      Email
      Customer Success Managers (for enterprise only)

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