Vareto offers the best FP&A software platform for strategic finance teams.
Vareto is the best financial planning and analysis (FP&A) software solution alternative to Causal. Vareto unlocks the magic of having planning, forecasting, and reporting together in one intuitive, easy-to-use, next-gen platform.
Implementation is as fast as four weeks with Vareto's in-house Customer Growth Managers. Unlike Causal, Vareto is built for collaboration between Finance and business stakeholders. Whether it's gathering input for planning or giving context to the latest metrics on a reporting dashboards, Vareto makes it easy with real-time comments with @mentions and annotations. It's straightforward to build and share beautiful financial reports with custom and composite metrics. As your organization grows, Vareto is built to scale with you — Vareto can support more than 50 departments and 100 finance and business users concurrently.
Built for
Mid-market to enterprise; designed to scale with companies as they grow.
Small and medium-sized businesses. Not designed to scale with businesses as they grow.
Onboarding and ease of setup
Personalized setup and custom onboarding with in-house, dedicated Customer Growth Manager (with hands-on FP&A experience) as thought partner.
Mostly self-serve onboarding. Steep learning curve and significant time investment due to the need to learn new formulas and languages.
Native integrations
50+ native ERP, HRIS, CRM, and other business system integrations (e.g., NetSuite, Salesforce, ADP) with in-house support.
Integrations are only offered on higher-tier plans. Self-serve integration setup can be complicated.
Ease of use
Walk-up usability for finance and business users alike. Finance users can set up models natively within Vareto and enjoy spreadsheet-like flexibility and the familiarity of Excel formulas and keyboard shortcuts. No technical skills are necessary for business users to plan, access, or create reports within Vareto.
Primarily designed for technical finance power users for modeling instead of collaboration with business users.
Collaboration
Designed for streamlined collaboration between finance and business users. Share self-serve dynamic reports and plans with the benefit of granular permissions (by report or tab) to control who sees what. Gather inputs from and collaborate in real time with comments, @mentions, and annotations directly in Vareto.
Does not support the ability for two users to work on the same model at once. No centralized sharing permissions; tool requires clicking into each model to understand with whom the model was shared.
Reporting
Easily build and customize beautiful reports and dashboards without the need to write any code. Once set up, Vareto pulls in the latest data from your ERP, HRIS, CRM, and other systems to automatically keep reports up-to-date.
Primarily built for modeling, with minimal reporting functionality. Offers only three main types of charts (bar, line, and a combination of bar and line charts).
Performance
Able to support 50+ departments, with 100 finance and business users concurrently.
Users have reported slow loading time for large models. No ability to support concurrent usage.
Disclaimer: The comparison information on this page is based on publicly available information reviewed as of November 1, 2022. Please contact marketing@vareto.com for any suggested corrections.
Built for
Mid-market to enterprise; designed to scale with companies as they grow.
Small and medium-sized businesses. Not designed to scale with businesses as they grow.
Onboarding and ease of setup
Personalized setup and custom onboarding with in-house, dedicated Customer Growth Manager (with hands-on FP&A experience) as thought partner.
Mostly self-serve onboarding. Steep learning curve and significant time investment due to the need to learn new formulas and languages.
Native integrations
50+ native ERP, HRIS, CRM, and other business system integrations (e.g., NetSuite, Salesforce, ADP) with in-house support.
Integrations are only offered on higher-tier plans. Self-serve integration setup can be complicated.
Ease of use
Walk-up usability for finance and business users alike. Finance users can set up models natively within Vareto and enjoy spreadsheet-like flexibility and the familiarity of Excel formulas and keyboard shortcuts. No technical skills are necessary for business users to plan, access, or create reports within Vareto.
Primarily designed for technical finance power users for modeling instead of collaboration with business users.
Collaboration
Designed for streamlined collaboration between finance and business users. Share self-serve dynamic reports and plans with the benefit of granular permissions (by report or tab) to control who sees what. Gather inputs from and collaborate in real time with comments, @mentions, and annotations directly in Vareto
Does not support the ability for two users to work on the same model at once. No centralized sharing permissions; tool requires clicking into each model to understand with whom the model was shared.
Reporting
Easily build and customize beautiful reports and dashboards without the need to write any code. Once set up, Vareto pulls in the latest data from your ERP, HRIS, CRM, and other systems to automatically keep reports up-to-date.
Primarily built for modeling, with minimal reporting functionality. Offers only three main types of charts (bar, line, and a combination of bar and line charts).
Performance
Able to support 50+ departments, with 100 finance and business users concurrently.
Users have reported slow loading time for large models. No ability to support concurrent usage.
Gather inputs from and collaborate with business stakeholders directly in Vareto, with the benefit of granular access permissions to control who sees what.
Share budgets versus actual variance analysis reports that automatically update with your organization’s operational data from your ERP, HRIS, CRM, and more, so you can focus your time on driving business results.
Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant.
Book a demo to see how Vareto can help you make better, faster operational decisions.
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