Best Financial Planning and Analysis (FP&A) Software for ClickUp

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

Streamlined finance platform for professional services firms, design studios, IT outsources and consulting firms. You have to manage a lot of spreadsheets and apps manually. It's not fun. You'll spend a lot of time and nerves trying to connect the data from projects, resources and tasks with money and time. After all the stages, edits and delays, there is no way to know if your project is even profitable. Tracking project profitability in real-time, taking into account all costs. Automated keyword sorting for your business transactions. The platform uses open-banking, API-first structure to streamline project finance for service companies.