Your tools don’t talk to each other. Your team is the translator.
Xero, Microsoft 365, the CRM, the job system, the online store. Each one is fine on its own. Between them sits a person copying, pasting and checking. We connect them so the person can stop.
Three signs your team is the integration.
A new job means the same name, address and phone entered into the CRM, the job system, Xero and a spreadsheet. Each retype takes two minutes, and sooner or later one of them is wrong. The one that is wrong is usually the invoice.
Sales quotes one figure, accounts quotes another, and both are reading real data out of different systems. So every meeting starts with 10 minutes of working out whose number is right, and the decision waits until that is settled.
Someone buys a tool to fix one problem, and it does. Now there are six systems holding customer records instead of five. Every tool you add without connecting it adds another slice of someone’s week.
Put your own numbers in.
Eight hours a week of copying between systems is one full day, every week, for as long as the business runs. At a modest hourly cost that is past $25,000 a year before you count what the mistakes cost. Connecting the systems is a few weeks of work, once.
$560 a week. Time a system could give back.
Listen. Build. Measure.
We spend a day with your team finding the work that costs you the most time. You get a short written plan with the hours it should return and a date by which you’ll see it.
We connect the systems one pair at a time, starting with the retype that hurts most. The old way keeps running alongside the new one until your team trusts it. Nothing gets switched off on a promise.
We check the hours against the promise, in your numbers, not ours. If it paid for itself, we talk about the next one. If it didn’t, we fix it.
Before you book a call.
Which systems can you connect?
Anything with an API, which covers Xero, MYOB, Microsoft 365, HubSpot, Pipedrive, Shopify, ServiceM8 and most job systems. Where a system has no API we can sometimes work around it, and sometimes we can’t. We tell you which one it is before you pay us anything.
Will it break when a vendor changes something?
Sometimes, yes. Vendors change their APIs and we can’t stop them. What we can do is build the connection so it fails loudly and tells a named person, and offer a monthly support fee you can cancel, so the fix is ours to make rather than a new quote.
Do we need a new CRM first?
Usually not, and we would rather you didn’t. Replacing a CRM is a six-month project that stops everything else, and most of what you are feeling is the gaps between systems, not the systems themselves. If yours genuinely can’t do the job we’ll say so, but we try connecting it first.
Where does the AI come in?
Often nowhere, and that is fine. Most of this work is plain logic: match the record, move the field, tell someone when it doesn’t fit. We add a model where a job needs reading and judgement, like turning a supplier’s PDF invoice into the right lines in Xero.
Can we see what it did?
Yes, and every connection keeps a log of what moved, when, and what it decided, which your team can read without calling us. When two systems disagree, the log tells you which one changed first, before anyone starts arguing. The log keeps 90 days by default, and we keep it longer if you need it for an audit.
Tell us what gets retyped.
A sentence or two is plenty. We read every message ourselves and call you back within one business day.