Integration and automation

Your systems, working as one, so your team can stop re-keying.

Much of the cost in a growing business sits between its systems: the exports, the re-keying, the spreadsheet that reconciles one to the other. We build the layer that joins them, so data moves once and every team works from the same numbers. If it has an API or an export, we can connect it.

Sound familiar?

If any of these are true, this is where we can help.

  • Someone spends half a day each week copying data from one system into another.
  • A change made in Xero never makes it back to the job system, so our margins don't match.
  • Our integration breaks every few months and nobody notices until a customer complains.
  • We chase overdue invoices and supplier statements by hand.
  • Only one person knows how the month-end spreadsheet fits together.

What we do

Two-way sync

Data that flows both ways between systems, with a clear source of truth for each field, so a change in one place shows up everywhere it should.

Event-driven workflows

Automations that run when something happens, like an invoice approved or a job closed, rather than waiting for someone to remember.

Write-back integrations

Decisions made in reporting or planning tools written back into your operational systems, such as planned payment dates pushed into Xero.

Document capture

Supplier invoices, delivery dockets and statements read with Azure AI Document Intelligence and coded straight into your systems.

Monitoring and logging

Every integration logs what it did and alerts someone when it fails, so problems get fixed before they reach a customer.

Your accounting, inventory, job management, payroll, CRM and spreadsheet data flow into one model of your business, which feeds live reporting, two-way sync, automated workflows, and AI and agents.

Xero, Cin7, SimPro, Employment Hero, Microsoft 365 or something built in-house: if it has an API or an export, we can connect it.

How we work

We start by tracing how data moves today: who exports what, who re-keys it where, and which spreadsheet holds it all together. That map shows where the time goes and which link to automate first.

For each integration we agree which system owns each field, what should happen when the two disagree, and who gets told when something fails. Then we build it with retries, idempotent updates and a log of every outcome, so a run can be repeated safely and checked afterwards.

Integrations run in your own Azure tenant, using managed identities and Key Vault for credentials, and come with documentation another developer could follow.

Integrations that last

The difference between an integration that runs for years and one that breaks every quarter is mostly design, not code. Our guide to building two-way sync that doesn’t break explains the approach. You can also see it in practice in our cashflow forecast for a distributor, which writes planned payment dates back to Xero and logs every outcome.

Related work

All case studies

Further reading

All insights

Let's talk about what's slowing your business down.

Tell us about the report nobody trusts or the process that eats a day a week. We'll tell you straight whether we can help, and what it would take.