Your systems don't talk to each other. Your team is the glue.
Job management doesn't feed invoicing. Leads arrive by email and sit there. Approvals live in someone's inbox. We connect your existing tools so data flows automatically — no re-keying, no chasing, no things falling through the cracks.
Tell us where the handoffs hurt →Manual handoffs cost you time, money, and clients
Every time someone copies data from one system to another, something can go wrong. And someone's time gets wasted on work a machine should be doing.
Your admin spends half the week copying numbers between systems.
Job completed in ServiceM8. Someone manually creates the invoice in Xero. Someone else updates the project tracker in Monday. The same data gets entered three times — and occasionally entered wrong.
A lead comes in at 2pm. Nobody follows up until Thursday.
The form submission sits in your website inbox. Someone sees it when they check email. By Thursday someone adds it to the CRM. By then the client has called your competitor.
Invoices sit in approval queues for weeks.
The invoice arrives by email. Someone saves it to a folder. Eventually it gets forwarded to the approver. They approve it verbally. Someone enters it into the accounting system. Cash flow suffers because the process takes longer than the payment terms.
Nobody knows the current state of anything without asking someone.
"Has the client signed?" "Did we send the invoice?" "Where's that approval?" The answers exist in different systems, but finding them requires asking the person who last touched it.
The connections businesses need most
Every integration is different, but these are the patterns we build most often. Each one eliminates a manual handoff that's costing you time.
Job → Invoice
When a job is marked complete, the invoice creates itself. Line items, rates, and client details flow across automatically. Your accounts team reviews instead of rebuilding.
Lead → CRM → Follow-up
Form submissions become CRM contacts with automatic acknowledgement emails and assigned follow-up tasks. Leads get handled in minutes, not days.
Approval Workflows
Invoices, purchase orders, and expenses route to the right approver, get approved with a click, and post to your systems. No more email chains and verbal sign-offs.
Document Filing
Incoming documents get classified, renamed, and filed to the right folder automatically. Contracts, invoices, certificates — each one lands where it should without manual sorting.
Client Onboarding
New client signs up. Contact is created, project is set up, welcome email sends, document requests go out — all triggered by a single form submission or signed agreement.
Data Sync & Reporting
Pull data from your accounting, CRM, and project tools into a single reporting view. Numbers update automatically. See our Reporting & BI service for the full picture.
Your most expensive employee is the process
Every manual handoff has a cost — the time to do it, the risk of error, and the delay it creates downstream. A $60k/year admin spending half their time on data entry is $30k/year of work a machine should be doing.
That's before you count the invoice that was entered wrong, the lead that went cold, or the approval that sat in an inbox for two weeks while cash flow suffered.
Integration isn't a technology project. It's a revenue and efficiency project that happens to use technology.
From mapped to connected
We follow the same IDEAS methodology as all Product Development work. Integration projects tend to move faster because the systems already exist — we're connecting them, not building from scratch.
Map
We map your current systems, data flows, and manual handoffs. You see exactly where time is being wasted and where errors creep in.
Design
We design the automated flows — what triggers what, where data goes, how errors are handled. You approve the logic before we build.
Build
We connect your systems using APIs, webhooks, and automation platforms. We test with your real data and refine until it works reliably.
Monitor
Integrations include error handling, logging, and alerts. If something fails, you know about it. Optional ongoing monitoring and maintenance.
Frequently asked questions
What two systems should be talking to each other right now?
Tell us where the manual handoffs are and we'll map the integration. Start with one connection — the rest follow naturally.
Book a free scoping call →