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Causal

Modern financial planning

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Published on
February 27, 2024
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Notes by StackGenius

  • fabulous tool for financial and scenario planning during DD or with PortCos
  • think about a specialized XLS template where you don't input formulas based on cells but content (e.g. Cost Center Sales & Marketing / New Users = CAC)
  • a personal favourite of many StackGenius colleagues

Description by Vendor

Know your runway, plan your growth, and get back to building your business.

Pull your historicals directly from QuickBooks/Xero, and drill down into the transactions behind each number without having to jump between browser tabs or chase your accountant.It’s well and good setting an ambitious top-down target, but you also need a credible bottom-up plan to get there. Get started with one of our templates and forecast your business in as much detail as you need.Headcount is your biggest expense, so you should know how your current team and planned hires are affecting your bottom line. Start with one of our templates and customise it with your own hiring scenarios.Save versions of your model and compare them side-by-side against the actuals to understand variances. Causal puts this whole process on autopilot — no more manual work in rolling your model forward each month.Connect to all of your QuickBooks/Xero entities and Causal will do the currency conversion and consolidation work for you, letting you get a complete picture of your business without any manual work.

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Silvan Cloud Rath

Founder, StackGenius

Don't be a stranger.

Question about a Solution?

Drop us a line. We don't hardsell. We don't chase. We believe in Business Karma. If you like us, you'll come back whenever you are ready.

Hello, ✌️

Description by AI

Subscribe to newsletter

Subscribe to receive the latest blog posts to your inbox every week.

By subscribing you agree to with our Privacy Policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Silvan Cloud Rath

Founder, StackGenius

Don't be a stranger.

Question about a Solution?

Drop us a line. We don't hardsell. We don't chase. We believe in Business Karma. If you like us, you'll come back whenever you are ready.

Hello, ✌️
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