Causal, a financial planning tool, has effectively utilized integrations with ERP, CRM, and HRIS systems to streamline data collection and enhance report generation for its clients, minimizing the need for manual data input. Initially developing integrations in-house, Causal found this approach unsustainable due to the vast number of HRIS options, prompting a transition from Finch to Merge, which offered broader data access and improved integration quality. Causal markets its integrations through an integration marketplace, individual landing pages, listings in third-party app stores, and social media collaborations with partners. The company offers a pricing model where clients pay a base fee for one integration and additional fees for more, with distinctions made between different software categories due to varying client needs and budgets. To support integrations, Causal relies on its support team and a collaborative system with Merge via a shared Slack channel, minimizing the need for engineering involvement.