Hours of re-typing
Someone copies the same order into the CRM, the operations sheet and the accounts package. That is a salary spent moving data sideways.
✦ Integration
The same order typed into three systems is not a data problem, it is a margin problem. We connect the tools you are keeping so information moves once, automatically, with an audit trail.
✦ The cost
Someone copies the same order into the CRM, the operations sheet and the accounts package. That is a salary spent moving data sideways.
A quantity mistyped at step two surfaces as an invoice query at step nine, by which time three people have to unpick it.
Two systems disagree, so every meeting starts by arguing about whose figure is right instead of what to do about it.
'Let me check with the warehouse and call you back' is a phrase that only exists because two systems cannot see each other.
✦ Approaches
Which one applies depends on what your systems expose, not on what we prefer to build.
Where both systems have a decent API. Cleanest, fastest and cheapest to maintain - always the first thing we check for.
A small service between several systems that handles mapping, retries and failures. Sensible once three or more tools are involved.
Batch transfers on a schedule where real time is not required. Simple, reliable and often perfectly adequate for finance data.
For systems with no API: database-level integration, file drops, or a careful automation layer. Not elegant, but it removes the typing.
✦ Coverage
Xero, Sage, QuickBooks, Microsoft Dynamics - invoices, credit notes, payment status and nominal coding.
Salesforce, HubSpot, Dynamics and Pipedrive, so a won deal creates the job rather than an email asking someone to.
Stock, works orders, bills of materials and purchasing, including older on-premise systems.
WMS platforms, courier APIs, tracking updates and proof of delivery flowing back automatically.
Stripe, GoCardless and card gateways, reconciled against invoices rather than reconciled by hand.
Single sign-on, calendars, SharePoint documents and automated email or Teams notifications.
✦ Reliability
Most integration horror stories are not about the happy path. They are about what happens when something breaks at 2am.
✦ Scoping
Before writing anything we map the fields: what a 'customer' means in each system, which one is the source of truth, what happens when they disagree, and which records are already duplicated.
That mapping is the deliverable that saves the money. Most failed integrations fail because two systems held different definitions of the same word and nobody wrote it down.
✦ Questions we get asked
Usually yes. Depending on the system we can read from its database, exchange files on a schedule, or build a careful automation layer. It is less elegant than an API, but it still removes the re-typing.
No. Real time costs more to build and monitor. Finance data overnight is often fine; stock levels usually are not. We decide field by field rather than applying one rule to everything.
It retries, and if it still cannot succeed the record goes to a dead-letter queue and a human is alerted. Nothing is silently dropped, and the log shows exactly what was attempted.
Sometimes, and we will say so. For low volume with simple mapping they are cheaper. Once volume rises, mapping gets complex or failures matter financially, a purpose-built integration is more reliable and often cheaper to run.
We do, under the monthly retainer. Vendors deprecate endpoints with little notice, and keeping ahead of that is part of the service rather than a surprise invoice.
Thirty minutes. Bring the process, the systems it touches and the deadline. You'll leave with an approach and an honest answer on whether custom software is the right call.
No pitch deck · We map your process · You own the software