Never explain a
level drop you didn't see coming.
Miss a priority element's sub-minimum and your client drops a level, whatever the rest of the scorecard says. Causa watches every client against those floors and tells you which one is short, how short, and what it costs to close, while there is still a measurement period to fix it in.
Why it happens to good consultants
You would catch this on one client. The one you miss is the twentieth, in a quiet month, eight months before anyone looks. Causa watches all of them, every day, and only speaks up when something is going to cost a level.
causa.co.za/clients/novatech
NovaTech SA
Generic scorecard · year end 9 Nov
Discounted from Level 484.9
of 109 qualifying pts
Skills Development is below the 40% sub-minimum
Short by
1.6 pts of the 8 needed
Time to fix
94 days to year-end
Spend that clears it
R96 000
Takes them back to
Level 4
Place it with a vetted Skills Development provider
Causa's registry, vetted before listing. Record the contribution and the evidence lands in the audit pack.
Ownership
22.0 / 25
Management control
16.5 / 19
Skills development
Priority element · needs 8 to avoid a level drop
6.4 / 20
Enterprise & supplier development
35.0 / 40
Socio-economic development
5.0 / 5
Warned 120 days out
Consultant and firm admins emailed · 60, 30 and 14 days still to come
Verified beneficiary registry launching soon.
The problem
A level drop never announces itself.
A priority element slips under its floor months before year-end. Nothing flags it, the period closes, and the first anyone says so is the verifier. By then the spend cannot be placed.
Without Causa
- An element slips under 40% and nothing says so until the verifier does
- A level drop you explain to a client who thought you had it covered
- Evidence rebuilt from scratch the week before every verification
- Documents chased over email and WhatsApp, client by client
- Scenarios re-run by hand every time a number moves
With Causa
- A warning at 120 days, naming the element, the gap and the spend that closes it
- A conversation you have in September, not after the certificate
- An audit pack organised the way a verifier reads it, ready any day of the year
- Clients upload into the element the document belongs to
- Scenarios solved for you, down to the cheapest route to the next level
How it works
Three steps to seeing it coming.
Set a client up once. Causa watches their priority elements from that day on, and comes to you when one of them is going to cost a level.
Add your clients
Create a workspace for each company: sector code, year-end date, current B-BBEE level, and key contacts. Invite your client to upload documents straight into the right element's folder. The year-end date you set here is what every warning counts back from.
Track every element in real time
Causa tracks all five elements: Ownership, Management Control, Skills Development, Enterprise & Supplier Development, and Socio-Economic Development. Points move as spend is recorded and documents land, so a shortfall shows up the day it appears rather than at year-end.
Hand it to the verifier
When your client is ready, generate the full audit pack: organised by element, with calculation sheets, an evidence index, and a verifier-ready summary. Share it straight from Causa on a secure link.
Causa also works forNPOs andSD & ED partners.
Portfolio health
The client you haven't thought about this month.
You know how your biggest clients are doing. The risk sits with the quiet one you last looked at properly in March. Causa ranks your whole book by what is about to cost points, so the client that needs you surfaces on its own.
- Ordered by what is about to cost points, not alphabetically
- Priority-element shortfalls flagged before they discount a level
- A year-end countdown that turns red inside 30 days
- The clients Causa cannot yet watch, and exactly what is missing for each
- This week's calls, chosen for you rather than remembered by you
Portfolio health
Live18
Clients
11
On track
5
At risk
2
Critical
Needs attention
Acme Holdings
Critical34/109
2 documents outstanding
28 days to year-end
Sunstone Energy
At risk72/109
Audit pack in progress
55 days to year-end
On track
NovaTech SA
94/109 pts
94 days
Meridian Financial
104/109 pts
120 days
Calls to make this week
What you get
Built for consultants. Used every day.
Everything a B-BBEE consultant needs to run their whole practice from one place.
Level-drop warnings
Skills Development and ESD are priority elements: miss the 40% sub-minimum on either and your client drops a level, whatever the rest of the scorecard says. Causa warns you 120, 60, 30 and 14 days out, naming the element, the gap in points, and the spend that closes it.
Portfolio health dashboard
Traffic-light status for every client at a glance. Critical, At risk, On track, updated the moment a document is added or a calculation changes.
Live points calculator
All five B-BBEE elements tracked per client. Points calculate automatically as you add documents. No manual formulas, no re-checking the B-BBEE scorecard.
Scenario planning
Test any change to a client's scorecard and see the new level straight away. No rebuilding the calculation by hand every time a number moves.
Document vault
Every document organised by client and element. Invite your client to upload directly. No more emailing spreadsheets and attachments back and forth.
Document alerts
Causa flags missing and expiring documents before they cost points at verification. See what is outstanding on every client, without chasing anyone.
Audit pack generation
Generate a complete, element-organised audit pack in under five minutes. Includes calculation sheets, evidence index, and a verifier-ready summary.
Export to verifier
Send the full evidence pack straight to the verification agency in one step. Organised the way they expect it, so verification starts clean instead of stalling on missing documents.
Client portal
Give each client their own view: they see their score, upload documents, and track progress without needing to call or email you.
Year-end tracker
Countdown chips for every client. Automated reminders before key deadlines. Never miss a year-end date across your whole portfolio.
Beneficiary matches
for Acme Holdings · Mining sector
Ubuntu Skills Trust
Skills Development
Mining · youth
Thusa Supplier Fund
Enterprise & Supplier Development
Black-owned · QSE
Masakhane Community
Socio-Economic Development
Local · education
18A approved2 new verified beneficiaries joined this week
Verified beneficiary registry
Match every client to the right beneficiaries.
For the Skills Development, Enterprise & Supplier Development, and SED elements, Causa matches each client to verified beneficiaries that fit their sector. Where an SED donation qualifies for Section 18A, that certificate is collected and tracked for you.
- Vetted NPOs and suppliers, matched to each client's sector
- Section 18A certificates collected and tracked for qualifying SED donations
- See the B-BBEE points each contribution earns
- Get alerted when new verified beneficiaries join
Why we built this
B-BBEE compliance moves real money to skills, suppliers, and communities. Paperwork shouldn't stop it.
B-BBEE compliance is complex, and the admin lands on the consultant. When better tools let one consultant carry more clients, the whole chain moves:
Skills Development
More people finish a learnership
Enterprise Development
More small businesses get funded
Socio-Economic Development
More SED rands reach communities
Umuntu ngumuntu ngabantu.
A person is a person through other people. That's Ubuntu in practice.
Pricing
The software that runs your whole B-BBEE practice.
One simple fee per client you manage, and it drops as your book grows. It replaces the spreadsheets, the document chasing, and the year-end scramble.
Founding rate: be one of the first 10 firms.
The first 10 firms lock a founding rate for 2 years: R400 per client on Solo, R600 on Premium. That is R150 below standard, held for 24 months from your first invoice. After that you move to the standard rate, and we will tell you 30 days before that happens.
Your bill grows only as your own book does. Founding pricing closes after the first 10 firms, and everything is free for everyone during beta.
Solo
For a consultant running their own book.
Less per client as your book grows · unlimited clients · unlimited seats
- Portfolio health dashboard
- Live points calculator
- Scenario planning
- Document vault per client
- Audit pack generation
- Client portal invites
- Email support
No card required · cancel anytime
Premium
For a consultant or firm presenting under their own brand.
Same graduated discounts as Solo · unlimited clients · unlimited seats
- Everything in Solo, plus
- White-label reports and client portal (your brand, not ours)
- Team management and firm billing
- Priority support
- Bulk audit pack generation
- Year-end deadline reminders
No card required · founding rate available
How your rate works
You pay per client company you manage, and the rate falls as your practice grows: your first 10 clients at the plan rate, clients 11 to 20 at 5% less, and 21+ at 10% less. Bill annually and take a further 10% off.
No setup fees. 14-day free trial, no card required. Your first audit pack is on us. Prices exclude VAT.
Find out which client is heading for a level drop.
Add your first client and Causa starts watching their priority elements the same day. You will hear from us long before the verifier does.