Service · 01
Automation & integrations.
When the same data is being retyped between systems, or someone is guarding a spreadsheet that the rest of the company depends on, that is a job for automation. We move data, we wire systems together, and we replace fragile manual workflows with software that runs on its own.
What this looks like in practice
- ERP ↔ accounting bridges (NetSuite, Dynamics, QuickBooks, Xero).
- CRM ↔ marketing automation (Salesforce, HubSpot, Pipedrive).
- E-commerce ↔ inventory ↔ shipping (Shopify, WooCommerce, ShipStation).
- Internal tools that replace the “one big spreadsheet” pattern.
- Microsoft 365 add-ins, Power Automate flows, and Office integrations where staying inside the existing toolset is the right answer.
Recent example
A service business had one system running day-to-day operations and another handling accounting, reporting, receivables, and payables. With no off-the-shelf connector available, we designed and built a scheduled synchronization service that detects changed records, pushes only what is needed, logs every run, supports separate companies or locations, and alerts staff when data needs review. The result was near-real-time financial visibility without turning accounting staff into manual middleware, with room for future AI-assisted exception review.
Engagement shapes
- Fixed-scope project (4–12 weeks).
- Fractional integration architect (2 days/week, ongoing).
- Maintenance retainer once the system is live.
Have a workflow that should be software? Let’s talk.
A 30-minute call, no slides. Tell us what is slow, brittle, or invisible. We will tell you whether software is the right answer — and if so, what the smallest first slice looks like.