System integration
Enter it once. See it everywhere.
Your job system, your website, your CRM and your accounting software talking to each other, two-way, with every transaction traceable back to its source.
Example · PO #2291 · approved Thu 4:12 pm
A purchase order, approved from the field
- Ledger4:12 pmPosted to QuickBooks as a bill, coded to the right job, account and class
- Inventory system4:12 pmThe old inventory system updated through the bridge we built. Nothing re-keyed
- Customer portal4:13 pmOrder status visible to the customer on the web, on their phone
- ReportsFri 7:00 amCash position and job costs refreshed before the morning meeting
Nobody re-typed anything.
What we do.
Your job system, your website and your accounting software talking to each other, so information is entered once.
Accounting integrations
QuickBooks Online and Desktop, Xero, NetSuite, Sage: jobs, orders, bills and payments posted automatically, coded to the right account, job and class.
Two-way sync, not exports
Changes flow in both directions, so the ledger and the operational system agree without anyone running a CSV.
Traceable transactions
Every posted entry carries a reference to where it came from, so your accountant can follow it and month-end reconciles.
Online store to the ledger
Orders, payments, sales tax, refunds and store credit posted to the books without re-keying, with store credit carried as the liability it is.
Bridges to legacy systems
Old systems connected to new ones, so you can modernize in stages instead of all at once.
What the audit covers.
- 1Systems auditTwenty minutes, free. What you run, what's breaking, what to fix first.
- 2Fixed-fee scopeA written Statement of Work with a fixed price. Half at signing, half on delivery.
Signs you need it.
- Someone re-types orders from one system into another every day.
- Month-end takes a week because three systems disagree.
- Your accountant asks where a number came from and nobody can say.
- Store credit you've issued isn't on the balance sheet anywhere.
How we work.
No open-ended hourly billing, and no system you can’t take with you.
- 1Systems auditTwenty minutes, free. What you run, what's breaking, what to fix first.
- 2Fixed-fee scopeA written Statement of Work with a fixed price. Half at signing, half on delivery.
- 3Build alongsideThe new system or bridge runs next to what you have. Nothing stops.
- 4Reconciled cutoverTotals checked against the old system before anyone switches.
- 5Documented handoverSource code, documentation and accounts in your name. You own it.
- 6Optional maintenanceMonthly, cancellable on 30 days' notice. Never required.
Questions about system integration.
Which accounting systems do you work with?
QuickBooks Online, QuickBooks Desktop, Xero, NetSuite and Sage most often, and others when they offer a way in. The free systems audit confirms what is possible for yours.
Why does accounting expertise matter for an integration?
Because an integration that posts to the wrong account, period or class creates work instead of removing it. We design integrations around your chart of accounts, your close and your audit trail, so what lands in the ledger is what your accountant expects.
What happens when something fails to sync?
Failures are logged, flagged to a person and retried, never silently dropped. Nothing posts to the books twice.
Can our online store post straight to the books?
Usually, yes. Each order posts as a sale with tax, shipping and fees split out, and each payout is matched to the orders it covers. Store credit posts as a liability when it is issued and comes off when it is spent, so the balance sheet shows what you owe.
Get your free 20-minute systems audit.
Tell us what you run and what’s breaking. We’ll map how your systems fit together, point out the quickest wins, and reply within one business day to set up the call.
- Three questions. About a minute.
- We reply by email. Leave a phone number only if you want a call.
Example · systems map · what the audit produces
- Website
- Job system
- Spreadsheets
- Inventory system
- QuickBooks, Xero or NetSuite
- Re-keyed by hand
- Connected