What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicing
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
How we workLet's talk →
Home/Department/Finance
Finance

Close the books without chasing five systems.

Tired of chasing data across systems? We connect your QuickBooks or NetSuite to your CRM, your support desk, and your customer portals.

2manual handoffs
0automated
MATCH PAYMENTSKEY JOURNALSPaymentsbank + cardsAccountingbooksPayrollpay runs
Your people are doing the work of connectors.

Carrying data from one system to the next by hand is slow, error-prone and costly, and it isn’t what they’re here for. It’s not a people problem. It’s a plumbing problem.

What This Looks Like

Invoices sync. Payments update in real-time. Reports pull from a single source of truth. No more reconciliation headaches.

Finance teams shouldn't be data entry clerks. But that's what happens when your accounting system is disconnected from the rest of your business. Orders placed? Someone has to enter them. Invoices need to go out? Someone has to manually create them. Customer asking about payment status? Someone has to look it up and email it over.

We connect your accounting system to everything else:

One of our recent projects

Multi-Location Professional Services Firm

Six regional offices, Sage Intacct for consolidated accounting, a separate CRM for client contracts.

The problemA deal closes in the CRM and lands as a signed PDF. Someone in accounting reads the contract, manually creates the recurring billing schedule in Sage Intacct, tags it to the right office by hand, and sets up revenue recognition based on their own read of the terms. Mistakes in that process don't surface until close, months later.

The closed deal triggers the billing schedule and entity/department tags automatically, with revenue recognition terms carried straight over from the contract. Close becomes a review of numbers that are already tagged correctly, not a reconstruction project.
Fix mine →See how we work with Sage Intacct

A day with and without the busywork

Same people, same tools. The difference is who carries the data.

Without usWith us
9:00

Without usPayments are matched to invoices by hand.

With usPayments matched themselves and exceptions came flagged.

11:30

Without usExpenses are keyed in from receipts.

With usReceipts were coded and posted automatically.

2:00

Without usA payroll journal entry is typed from the report.

With usPay runs posted to the books with the right accounts.

Month end

Without usA scramble to reconcile five systems.

With usA review of totals that already agreed.

What We Connect

01

Automated invoicing

Orders from your e-commerce platform or sales system flow automatically into QuickBooks or NetSuite as invoices

02

Real-time payment sync

Payment data syncs in real-time to your CRM and support desk so everyone knows who's paid and who hasn't

03

Customer portals

Customer portals where clients can download their own invoices and check payment status - no more "can you resend that?"

04

Automated collections

Automated collections workflows that send reminders and escalate overdue accounts based on your accounting data

05

Financial dashboards

Financial dashboards that combine accounting data with sales, operations, and customer data for the full picture

Your accounting system becomes the financial backbone of the entire operation. Data flows in. Reports flow out. No manual entry. No reconciliation headaches.

If invoices and bills are the biggest part of that backlog, see what accounts payable automation actually involves.

Questions people ask

Is this robotic process automation for finance?

RPA bots replay clicks through an existing interface, which breaks the moment that interface changes. We build directly against your accounting system's API instead, so the connection holds up over time rather than mimicking a human doing data entry.

Let's talk

Stop chasing data

Let it flow automatically.

Let's talk →

Related reading

Invoice Processing AutomationPurchase Order AutomationQuote-to-Cash AutomationQuickBooks Bank Reconciliation Automation

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.