See what every client is missing, and what it's costing them, before the verifier does.
Upload last year's file and see what this year needs. Your clients see exactly what's outstanding and upload straight into it. Every element, every gap, and what it costs to close, all in one place.
causa.co.za/clients/meridian
Meridian Financial
Generic scorecard · year end 28 Feb 2027
Set up from last year's fileLast year
94.6
of 109 pts
This year, same spend
89.9
of 109 pts
Profit and payroll are up, so every target moved with them
Short of Level 3
0.1 pts of the 90 needed
Time to fix
8 months to year end
Spend that keeps it
R3 000
Where
Supplier Development
Keep Level 3 for R3 000 more than last year
The cheapest route, worked out for you to test and change.
Ownership
22.0 / 25
Management Control
12.0 / 19
Skills Development
Target up from R2.40m to R2.58m
18.317.1 / 20
Enterprise & Supplier Development
Targets up with profit
37.334.8 / 40
Socio-Economic Development
Target up from R120 000 to R150 000
5.04.0 / 5
Updates when you add this year's numbers
Management accounts or audited financials replace the estimate
Verified beneficiary registry launching soon.
The problem
Every client is a year of figures, spend and evidence to keep up to date.
Across a whole portfolio, that is a lot to keep current. Causa keeps every client current and ranks your week by what protects the score most, so the quiet one still gets seen.
Without Causa
- A level drop you explain to a client who thought you had it covered
- Last year's spend against this year's bigger targets, and Level 3 becomes Level 4
- Missing evidence, and points that don't count without it
- Documents chased over email and WhatsApp, client by client
- Twenty spreadsheets to open to find out which client needs you
With Causa
- A conversation you have in September, not after the certificate
- This year's gap shown the day you upload last year's file
- Every point marked as backed up or at risk, with exactly what's missing
- Clients upload into the element the document belongs to
- One list of every client, ranked by what protects the score most
How it works
Every client tracked, every gap flagged, every pack ready.
Set a client up from last year's file, and Causa tracks the year with you: what has been spent, what evidence is missing, and an audit pack that backs up every point when the verifier asks.
Onboard from last year's file
No retyping. Upload last year's data gathering sheet or workbook, whatever its layout, and the client is set up with last year's figures and supplier list. Every figure shows where it came from and is checked against the level recorded on the certificate. The file never leaves your computer.
See what this year needs
Add this year's payroll and profit, from the budget or the latest management accounts. Causa works out the new targets, shows the gap in every element, and the cheapest top-up to keep the level or move up one. They are starting points. You decide the plan.
Coming soon: verified businesses and organisations who could help close it.
Track, flag, and hand it over
Invite your client to upload this year's evidence straight into the right element. Causa flags what is missing or expiring before it costs points, and shows which points are backed up and which are at risk. When your client is ready, the audit pack is organised by element with the evidence behind every point, ready to share with the verifier.
And coming soon, the introductions: verified NPOs, Skills Development providers and Enterprise Development businesses your clients can support. We are verifying the first ones now.
Portfolio health
See how every client is tracking, and what needs doing this week.
You know how your biggest clients are doing. The risk sits with the quiet one you last looked at properly in March. Causa keeps every client current and ranks your week by what protects the score most, so the quiet one still gets seen.
- Ranked by what protects the score most, 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
- Which points are backed up, and which are still at risk
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.
Start from last year's file
Upload last year's data gathering sheet or workbook, whatever its layout. Causa reads it in your browser and sets the client up with last year's figures and supplier list, each one showing where it came from.
What this year needs
This year's targets from this year's payroll and profit, the gap in every element, and the cheapest top-up to keep the level or move up one. Every estimate is labelled with the figure it rests on.
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 each of your clients at a glance. Critical, At risk, On track, updated as spend is recorded and evidence is uploaded.
Live points calculator
All five B-BBEE elements tracked per client. Points calculate as spend is recorded, and show as backed up once the evidence is on file. 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. Run scenarios side by side against their actual position, with the extra spend each one costs, including the cheapest route to the next level, worked out for you to test and change.
Document vault
Every document organised by client and element. Invite your client to upload directly. No more emailing spreadsheets and attachments back and forth.
Missing and expiring documents
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, with calculation sheets, an evidence index, and a verifier-ready summary.
Share it with the verifier
Share the full evidence pack with the verification agency on a secure link, 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.
Your whole practice, not just you
Invite every consultant in your practice, with unlimited seats. Each one works on the clients assigned to them, and when somebody leaves, their clients stay with the practice.
8 verified qualifying enterprises · 2 connected to your portfolio
Mzansi Textiles Co.
Johannesburg, Gauteng
Black ownership
incl. 100% black women-owned
Support needed
Equipment upgrade funding (R150k) and access to procurement networks
Kasi Tech Solutions
Johannesburg, Gauteng
Black ownership
Support needed
Working capital to take on a larger government tender
Sample listings. The register opens to consultants soon.
Verified beneficiary registry
A gap is easier to close when you know who can close it.
Causa checks every organisation before it is listed: NPOs for Socio-Economic Development, accredited providers for Skills Development, and Black-owned businesses for Enterprise Development.
- Checked by Causa before listing, so you are not starting the checks yourself
- Enterprise Development first, where a client needs a new Black-owned business every year
- Businesses already in your client's supplier list are flagged, so ED support is not counted twice
- Section 18A certificates collected and tracked for qualifying SED donations
- Record the contribution and the evidence goes straight into the audit pack
Coming soon. We are verifying the first organisations now. Suggestions switch on for consultants once there are enough verified businesses to choose from.
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 falls 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
Everything your practice needs, all in one place.
You're billed per client on your books, and your rate drops automatically as your practice grows.
R750
1-5 clients
R600
6-10 clients
R450
11-25 clients
R300
26-49 clients
R200
50+ clients
Every client on your book gets your best rate, automatically.
What's included in Causa
at 15 clients, that's R450/client/mo
Every tool below is included, from your very first client to your five-hundredth.
- Portfolio health dashboard
- This week's action queue, ranked by urgency
- Status alerts: PBO, tax clearance, 18A, sub-minimum spend
- Live points calculator
- Document vault per client
- Audit pack generation, bulk included
- Client portal, unlimited invites
- Unlimited seats
- White-label: set it up once, and your own clients only ever see your brand
- Support
No card required · cancel anytime · no setup fees
What will it cost you?
Enter how many clients you manage, or try one of the examples below.
or pick an example
Rate per client
R450
15 clients
Monthly cost
R6,750
billed monthly
Annual plan, monthly equivalent
R6,075
10% off, billed yearly
Your first audit pack is on us. Prices exclude VAT.
Find out which of your clients 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.