Systems Integration
Systems Integration: Get Your Business Applications Talking
We connect your accounting, CRM, ticketing, PSA and payment platforms with reliable API integrations, so data is entered once and every system agrees.
Sound Familiar?
Signs this is worth fixing
- Invoices, customers or orders are re-keyed between systems
- Reports disagree because each system has different numbers
- Integrations break quietly and nobody notices for weeks
- A vendor's built-in connector doesn't do what you need
- Month-end close takes days of reconciling
What We Do
API integrations
Connections between your business applications using their official APIs, built to handle real-world volumes and errors.
Two-way data sync
Customers, products, invoices and payments kept consistent across systems, with clear rules for which system is the source of truth.
PSA and accounting sync
Agreements, time and invoices synced between professional services automation (PSA) tools and accounting platforms. Learn more.
Event-driven automation
Webhooks and triggers that start the next step automatically when something happens in one of your systems.
Monitoring and alerts
Every integration logs what it does and alerts you when something fails, so problems are caught in minutes, not weeks.
Data migration
Clean, verified moves from old systems to new ones, with reconciliation reports so nothing gets lost.
What You Get
- Integrations running on infrastructure you own
- Documented field mappings and sync rules
- Error handling, logging and alerts
- A runbook for common issues
- An optional support plan to handle vendor API changes
Who It's For
- Businesses running three or more core systems that don't talk to each other
- Finance teams spending days on reconciliation
- IT service providers syncing PSA, RMM and accounting platforms
Usually a fixed-price Done-For-You Project, with an optional support plan.
Related Work
A recent engagement. Client names are kept confidential.
Frequently Asked Questions
Which systems can you integrate?
Almost anything with an API. Common examples include QuickBooks Online, Xero, ConnectWise PSA, Autotask, HaloPSA, HubSpot, Salesforce, Microsoft 365 and Stripe. That list is a sample, not a limit.
What if one of our systems has no API?
We look for other options, such as scheduled exports, database access, email parsing or the vendor's file imports, and tell you up front how reliable each option will be.
Should we use Zapier or Make instead of a custom integration?
Low-code tools are great for simple, low-volume flows, and we use them where they fit. Custom integrations make sense when you need complex rules, high volumes, two-way sync or stronger error handling.
Who maintains the integration after launch?
You own it and get documentation and a runbook. Many clients add a support plan so we handle vendor API changes and monitor failures for them.
How long does an integration project take?
A focused integration between two systems typically takes a few weeks. We confirm the timeline after reviewing both systems' APIs.
Ready to talk about Systems Integration?
Tell us about the problem you want to fix. We'll talk it through and suggest the fastest way to solve it.