Causal

Maker

📌

🚀 Today, we're very pleased to launch Causal 2.0 — the modern financial planning tool for startups and SMBs. This was our journey to get here: Over our first 4 years, we built Causal's foundation: a powerful and flexible modelling system. It can handle models way beyond what Excel can, and it can do it with 100x fewer formulas (no formula duplication) and a lot fewer errors (no cell references or VLOOKUPs). With lots of other stuff too, of course — live data integrations, scenarios, version control, nice data viz, dashboards etc. This got the company off the ground, growing to 100s of customers and 1000s of users. But there was one issue we kept coming up against — "time-to-value". Causal's core functionality was really powerful, but before you could tap into it you had to spend a bunch of time learning it. Our happy customers managed to get over that hump, but we'll have missed out on a lot of others that didn't make it 😢 To solve this, we spent the last 6 months re-thinking Causal's "packaging" and user flows to deliver value within 2 minutes after signing up. The key insight behind our new approach: start with your own data. By using the latest LLMs along with our hard-earned finance expertise, we've built a series of "wizards" that take your data and generate your first model/report for you, which you can then customise and build on. Today we're announcing these wizards, along with other features and resources to let you go from 0 -> 1 in Causal without lifting a finger, and then from 1 -> Power-User organically as you use the product. Here's what we're launching: 1. Financial model wizard: connect to QBO/Xero and get a v1 financial model + runway forecast out-of-the-box 2. P&L + Balance Sheet wizards: connect to QBO/Xero and get your full P&L and Balance Sheet with actuals out-of-the-box 3. Stripe integration + wizard: connect to Stripe and get a detailed SaaS metrics report out-of-the-box 4. Causal University: our brand new documentation and learning center, with video series 5. A bunch of other product improvements, which we'll be sharing over the coming days Over the coming week, we'll be diving deeper into each of these new releases on LinkedIn/Twitter. If you're still reading this — thank you 🙏 Check out our announcement video, and if you haven't tried Causal yet, sign up for free and take Causal 2.0 for a spin!

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1yr ago