Integration
Systems that talk to each other
Your quotes live in one system, your invoices in Sage, your stock in a spreadsheet, and your orders in a webshop. Somebody in the office re-types everything in between. We remove the re-typing.
The re-keying problem
Every firm has a version of it. A job finishes in the job system, so someone types the invoice into Sage. An order lands on the webshop, so someone types it into the stock sheet. It costs hours every week, and the typos end up on customer invoices.
The fix is a connection between the two systems: when the job is marked complete, the invoice appears in your accounts on its own, with the right customer and the right lines. The person who used to do the typing checks a list instead of building it.
How a job runs
A short conversation about which systems hold what, and where the typing happens. Then we build the connection and run it alongside the manual process until you trust it. Most jobs like this take one to two weeks.
What this gets called
The trade names are API integration (an API being the tap most modern software has for letting data in and out) or systems integration. If you've already tried Zapier and hit a wall, we've written up where it runs out of road; the short version is that one-way notifications suit it and money doesn't.
Software we work with
Pairings we see a lot
Check the free option first
Some pairs of systems already talk. Katana connects to Xero out of the box; simPRO does too. Before you pay anyone, look at your software's own list of connections. If a native one exists, switch it on and keep your money. We earn our keep where there's no off-the-shelf connection, or where one end is something awkward like Sage 50.
Talk to us
Tell us what gets re-typed. A first conversation costs nothing.