Systems integration services that make your records agree.

A record entered once is right in the CRM, ERP, accounting, and operational systems you already run, and anything that fails to sync lands in a queue with the reason and an owner.

Scope an integration How the work runs

Who hires us for this

Operations, finance, and technology leads whose teams re-type the same record into several systems, reconcile them by hand, and cannot say which one is right. This often follows an acquisition, a new system, or growth that broke the spreadsheets connecting them.

Why now

The same customer, order, or job exists in three systems and they disagree.
A new system was bought and the old ones did not go away.
Two businesses were combined and now run two of everything.

What this covers

What systems integration covers.

CRM, ERP, and accounting

Customers, orders, invoices, and payments flowing between the systems that own them.

Operational systems

Dispatch, inventory, scheduling, and field tools connected to the office record.

Third-party services and APIs

Payment, e-signature, shipping, mapping, messaging, and the APIs your vendors expose, including the custom APIs your own systems need.

Data ownership

Which system owns each record and field, written down and enforced.

Exception handling

A queue for what did not sync, with the reason, the owner, and retry.

Monitoring

Sync status, failures, and volumes visible to the people responsible.

When companies call us

If this sounds like your business, here is where we start.

Orders are keyed into the ERP from the CRM by hand

A won opportunity creates the order with its lines, and the invoice status flows back.

Inventory counts differ between the warehouse system and the website

One owner for stock, a sync with reconciliation, and an exception queue for mismatches.

Field completions reach accounting a week later

Completed jobs post the invoice record the same day, with parts and hours attached.

Two acquired companies have two customer lists

A shared customer record with matching rules, and the systems that keep it in sync.

CRM
ERP / finance
Field application
Validate and map
validDestination
failedException queueowner resolves, then retry

The parts of an integration that decide whether it can be trusted.

How the work runs

Scoped in writing, built in releases, handed over.

01
Inventory the records
Every system, every shared record, and every place a person re-types it.
02
Decide ownership
Which system owns each record and field, and what happens when two disagree.
03
Connect the first flow
The integration that removes the most re-typing, built against real records.
04
Make exceptions visible
A queue with the reason, the owner, and retry, so nothing fails silently.
05
Monitor and extend
Status and volumes visible to the responsible team, then the next flow.

Deliverables

What you receive.

ScopeAgreed

First release · version 1.2Scope and acceptance

Includes: The core workflow, roles and permissions, and the first integration
Left for later: Reporting and the second integration
Acceptance: Criteria agreed with your team
Price: Fixed before the build begins
Start date: Agreed in writing

Approved by operations Approved by finance

RunbookHanded over

Operations · version 1.0Running the system

01Deploy a releasePipeline
02Roll back a releaseTested
03Restore from backupTested
04Alerts and who respondsCurrent
05Access and secretsBy role

Written scope
What the first release includes, what it leaves for later, the integration decisions, the acceptance criteria, and the price, agreed before development begins.
Release notes
What changed in each release, what was tested, what the security review covered, and how to roll it back.
Documentation and runbooks
How the system is built, how to run it day to day, and what to do when something fails.
Training and handover
Sessions with the people who will use and run the system, and a handover checklist your team signs off on.

Every release ships with tests, a security review, and documentation, so your team can run what we build.

A decision, not a pitch

Integrate, consolidate, or replace?

Integration is not always the whole answer. We walk through this choice on the first call.

Consideration	Integrate	Consolidate	Replace
When	Each system does its job; the problem is between them	Two systems do the same job	The system itself no longer fits
What changes for staff	Less re-typing, same tools	One tool retired, one learned	A new tool, phased in
Risk	Low; reversible	Moderate; a migration	Higher; see legacy modernization
Typical first step	The flow with the most re-typing	A shared record and matching rules	A written scope for the first phase

Your first release

What the first release could include.

The scope is written and agreed before development starts. This is the shape it usually takes.

In the first release

A written map of systems, shared records, and ownership
The one integration that removes the most manual work
An exception queue with reasons, owners, and retry
Monitoring of sync status and volumes
Documentation and a runbook for the team that will operate it

Usually later

Additional flows in order of manual work removed
Reporting across the connected records
Consolidation of duplicate systems where the business decides to

Systems it may connect

Built to work with what you already run.

Accounting: QuickBooks, Sage, NetSuite
CRM: HubSpot, Salesforce, Zoho, custom
ERP and inventory: NetSuite, Acumatica, Fishbowl, custom
Dispatch, scheduling, and field tools
Payment, e-signature, and shipping services
Data warehouses and reporting tools

Industrial distributor

Sales, order entry, and accounting agree on who each customer is.

At a typical industrial distributor, sales works in the CRM, order entry in the ERP, and finance in accounting, and the customer list in each has drifted apart. The first integration settles which system is the source of truth for customer records, matches the lists, sends won opportunities into the ERP as orders, and returns invoice status to the CRM. Records that fail to match go to an exception queue with the reason and an assignee, instead of hiding in a reconciliation spreadsheet. Inventory availability is a common next flow, so sales can see stock before quoting.

Where this shows up

Industries where we do this work.

Examples, not a closed list. We take substantial projects from independent businesses in other industries too.

Logistics and distribution businesses

Orders, stock, and shipment status that agree across the ERP, the warehouse, and the carriers, so customers see where their order is without calling.

Specialty manufacturers

Quotes priced from documented rules, won jobs flowing into the ERP and the shop traveler, and job status visible without walking the floor.

Private equity portfolio companies

Software across the hold period, with a portfolio assessment for the fund and a delivery path for each company.

Another industry entirely

Describe the workflow and the systems around it. Fit depends on the work and the stakes, not the sector.

In plain terms

What is systems integration?

Systems integration connects the applications a business already runs so that they share records instead of copies: customers, orders, invoices, jobs, stock. It includes deciding which system owns each record, building the connections, handling what fails, and monitoring the result.

It is different from replacing systems. Integration keeps the tools that work and removes the manual work between them. When a system itself no longer fits, phased replacement is the next conversation.

Questions

Questions about systems integration.

What buyers ask before a project starts, answered plainly.

Which system should own the customer record?

Usually the one where the customer is created and maintained most carefully, often the CRM for prospects and the ERP or accounting system for billing. We decide with you, field by field, and write it down.

What happens when a sync fails?

The record lands in an exception queue with the reason and an owner, and it can be retried once fixed. Nothing fails silently.

Do we need an integration platform?

Sometimes. For a few flows between well-known systems, a direct integration is simpler to own. For many flows, a platform can help. We base the recommendation on the map of your systems, not on a preference.

Can you work with our vendor’s API?

Yes. Authentication, rate limits, data shape, licensing, and vendor support can all affect the project, so we inspect them before agreeing on the scope.

How do you avoid breaking what works?

Integrations are built against real records in a test environment, exceptions are visible from the first day, and the cutover is planned so a flow can be paused without stopping the business.

Who runs it afterwards?

Your team runs it, with the runbook and the monitoring we hand over, and the exception queue shows where attention is needed.

Scope an integration.

Tell us about the work and the systems around it.
We’ll come back with a written scope for a first release.