One record instead of four spreadsheets.
When two systems do not talk to each other, someone becomes the integration. They copy figures between screens, reconcile them at month end, and are the only person who knows which version is right.
The cost of not doing it
Manual re-entry is the obvious cost, and usually the smaller one. The larger cost is that nobody trusts the numbers, so decisions wait for someone to check, and the check itself takes a day.
It also creates a single point of failure who is a person rather than a system. That is fine until they are on holiday.
What we connect
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CRM and finance
So a won deal becomes an invoice without anyone retyping it, and so the sales pipeline and the revenue figures describe the same reality.
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Operations and finance
So the work actually delivered is what gets billed, and so job costing reflects what a job really consumed.
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Reporting across both
One set of numbers, pulled from every system, rather than a monthly assembly job in a spreadsheet nobody else can maintain.
How we approach it
We start by establishing which system is the authority for each piece of data. Most integration problems are really disagreements about that question, and no amount of connecting solves them until it is settled.
Then we connect the systems you already have. Replacing working software to make integration easier is occasionally right and usually a sign that the integration was scoped badly.
You own what we build, including the documentation another supplier would need to maintain it.
Common questions
What does integration actually mean here?
Making the systems you already run share data automatically, so a fact entered once appears everywhere it is needed. In practice that is usually CRM, finance and whatever runs your operations.
Do we have to replace our current systems?
Usually not. We connect what you have. Replacement is a separate decision, and if a system genuinely cannot be integrated we will say so rather than building something fragile around it.
What if our software has no API?
Then the options are narrower and the honest answer might be that integration is not worth it, or that the system should be on the replacement list. Building an unreliable workaround around software that cannot support it tends to cost more than the manual work it replaced.
What happens when one of the systems updates?
Integrations break when the things they connect change, which is why we document them and why the documentation is yours. Anything we build is meant to be maintainable by someone other than us.
How long does it take?
Each connection is scoped as a project with a fixed price and a fixed date. Deciding which system owns which data is often the longer part, and it is work that has to happen before anything is built.
Who owns the integration once it is built?
You do. It runs in your accounts, and you keep it along with the documentation.
Start with the systems that disagree.
It starts with a 15-minute call. If we are a fit, the free assessment that follows looks at your systems, your spend and the work your team repeats, and hands you a written roadmap you can act on with or without us.