CRM to accounting
Deals and invoices that stay in sync between your CRM and QuickBooks, NetSuite, or Xero.
Most businesses already run the right tools. The CRM is fine. The accounting software is fine. What's missing is the connection between them, so a change in one shows up in the other without someone exporting a spreadsheet to make it happen. And when the right tool genuinely doesn't exist yet, we build that too.
An integration isn't one thing. Sometimes it's a direct API connection between two systems. Sometimes it's a middle layer that transforms data from one tool's format into another's. Sometimes the two tools were never meant to talk and the integration has to invent the bridge from scratch.
What doesn't change is the goal: the same fact, a customer's balance, an order's status, a lead's stage, exists in one place and reaches everywhere it's needed, instead of being typed into each system separately.
Eight reps, HubSpot for deals, QuickBooks for billing.
The problemA rep marks a deal closed-won, then emails accounting to set up the invoice and pings operations to start onboarding. Half the time one of those messages gets buried, and the customer waits.
Closed-won now creates the QuickBooks invoice from the deal's own pricing, opens the onboarding task and sends the welcome email. The rep finds out it all happened because there's nothing left for them to do.
Deals and invoices that stay in sync between your CRM and QuickBooks, NetSuite, or Xero.
Orders that flow straight from Shopify or WooCommerce into shipping and inventory without manual entry.
A support ticket that already shows order history, billing status, and account details.
When two systems were never built to talk to each other, we build the bridge directly against both APIs.
Tell us which tools and what should move between them. We'll tell you what's actually involved.
Let's talk →Connects the specific software a business already runs, CRM, accounting, e-commerce, support, so data moves between them automatically instead of being exported and re-entered by hand.
No. Where a native integration exists but doesn't cover what you need, we extend it. Where none exists, we build the connection directly against both tools' APIs.
Those tools handle simple, low-volume automations well. We're usually brought in once the integration needs real error handling, has to move a lot of data, or needs logic those platforms can't express.
Then we build it. Most of the time the right tools already exist and the job is connecting them, but when nothing out there does what a business actually needs, we build the custom software to fill that specific gap.