Case Study: Causal speeds up self-serve time-to-value by 20% with Merge

How Causal Sped Up Their Self-Serve Time-to-Value by 20% With Merge

Causal is an all-in-one business planning platform for FP&A teams that needed a faster, more scalable way to add high-quality integrations across HRIS, accounting, and CRM systems. After finding its previous unified API provider had limited data access and weaker integration quality, Causal turned to Merge to support its goal of delivering self-serve value more quickly and expanding beyond SMB-focused tools.

With Merge’s Accounting and HRIS APIs, plus Merge Link for onboarding, Causal launched integrations with 29 HRIS providers and 4 major accounting providers in about 3 weeks each. Merge also helped Causal deepen its QuickBooks and Xero integrations, support ERP connections like NetSuite and Workday Financial, and improve transaction drilldown and reporting. The result was 20% faster time-to-value for customers, with onboarding and new integrations described as “like pressing a button.”

Causal

Tim Nowacki

Business Operations and Integrations