Make your systems work as one operation.
We connect CRM, finance, ERP, e-commerce and in-house software so records stay in sync, and automate the routine hand-offs between them, with people kept in control of the exceptions.
What is systems integration?
Systems integration means connecting separate business applications, such as a CRM, a finance system and operational software, so they share information automatically. It removes duplicate data entry and the errors that come with it. Automation then handles the predictable steps in a process, leaving people to deal with the exceptions.
- One source of truth for each kind of record
- No more re-typing the same data into two or three systems
- Routine hand-offs that run on their own, with exceptions sent to a person
- Failed connections spotted and fixed before customers notice
- Best for
- Staff copy the same information between two or three systems
- Ways to start
- Discovery, defined project or ongoing team
- You see progress
- Working software every 1 to 2 weeks
When this is the right call
- Staff copy the same information between two or three systems.
- Customer, order or finance records disagree depending on where you look.
- Approvals and handoffs run through email and spreadsheets.
- Connections built over the years break, and nobody is sure why.
- Every new tool arrives with another manual workaround.
What changes for the business.
The results we design the work around, agreed with you before we start.
One source of truth for each kind of record
No more re-typing the same data into two or three systems
Routine hand-offs that run on their own, with exceptions sent to a person
Failed connections spotted and fixed before customers notice
Integration & Automation, end to end.
We build integrations as maintained software, not one-off scripts.
System integrations
CRM, finance, ERP, e-commerce and in-house systems connected around the records that matter.
Workflow automation
Repetitive steps handled automatically, with exceptions routed to the right person.
Approval flows
Reviews and sign-offs inside the process instead of someone's inbox.
Data synchronization
Consistent records across systems, with clear rules when they disagree.
Integration monitoring
Alerts when a connection fails, so problems are fixed before customers notice.
- REST and webhook integrations
- Event-driven and queue-based flows
- Retries, error handling and idempotency
- Data mapping and reconciliation rules
- Human-in-the-loop approval steps
- Integration logging and alerting
What a production integration includes.
A script that copies data works until it does not. These are the parts that make an integration dependable.
Clear data ownership
Each record has one system of record. Other systems hold references, not competing copies.
Retries and idempotency
A failed call is retried safely, without creating duplicate orders, invoices or jobs.
Mapping and reconciliation rules
Field mappings and conflict rules written down and tested, not hidden in code.
A queue for problems
What cannot be resolved automatically lands with a person who has the context to fix it.
Logs and alerts
Every flow is logged, and someone is told when one stops.
Approval steps
Where a decision matters, the workflow waits for a person before it acts.
Integration & Automation we have delivered.
A resource management platform for a growing IT services provider
An AI-powered health tracking app for patients and providers
A virtual clinic platform for online consultations
Pick the size of the first step.
Most clients start small and expand once the first stage proves itself.
Integration audit
A map of every system, connection, script and manual hand-off, with the failure points and a priority order.
Integration layer
One monitored layer replacing point-to-point scripts between CRM, finance and operational systems.
Workflow automation
A specific process, such as order to invoice, automated end to end with approvals and an audit trail.
- 1
Map
Systems, records, hand-offs and every place data is copied by hand.
- 2
Agree ownership
Which system owns each record, and what happens when systems disagree.
- 3
Connect
APIs, webhooks and events through one layer, with retries and logging.
- 4
Automate
Routine steps run on their own. Exceptions and approvals go to people.
- 5
Monitor
Alerts, dashboards and a clear owner for every flow.
Choosing the right kind of integration, and keeping it healthy.
How we decide between APIs, events, files and tools, and what keeps an integration trustworthy for years.
Four ways to connect systems
Not every integration should be built the same way. The right choice depends on how fresh the data must be, what the systems support and how much change you expect.
| Style | How it works | Good for | Watch for |
|---|---|---|---|
| Direct API calls | One system asks another for data or sends a change | Simple, low-volume flows between two systems | Tight coupling; one outage affects both |
| Events | A system announces a change; others react to it | Several systems that need the same change quickly | Needs care with ordering and duplicates |
| Scheduled files or batches | Data is exported and imported on a timetable | Large volumes, older systems, overnight finance runs | Data is only as fresh as the last run |
| Integration platform | A hosted tool with ready-made connectors | Standard flows between popular products | Cost at volume; complex logic gets awkward |
Most businesses end up with a mix. We choose per flow and write down why.
Automation that people can trust
Automation removes repeated steps, but only if people trust the result. That trust comes from three habits. Routine cases run automatically and exceptions go to a named queue with enough context for a person to act. Every automated action is logged, so anyone can see what happened and why. And the automation has an owner, who reviews failures and agrees changes with the teams it affects.
Screen-scraping and robotic process automation have a place when a system offers no API, but they break when screens change. We use them as a bridge, with monitoring, while a proper interface is arranged.
The details that separate production from a demo
- Idempotency. A retried request must not create a second order or invoice. We give each change a unique key the receiving system can check, the approach Stripe documents for its own API.
- Ordering and duplicates. Events can arrive late, twice or out of order. Flows are designed to cope.
- Rate limits. Every vendor API has limits. Flows queue and pace their requests rather than failing at peak.
- Version changes. Vendors change their APIs. We track deprecation notices and test against new versions before they are forced.
- Secrets. Credentials are stored in a secrets manager, rotated and scoped to what each flow needs.
Measuring success
Good measures are business measures: hours of manual entry removed, the time between an event and the next team seeing it, how many records needed manual correction, and how quickly failures are noticed and resolved. We agree a baseline before building, so the improvement can be shown rather than asserted.
An example
A company runs sales in a CRM, delivery in a job tool and billing in an accounting package. The first flow turns a won deal into a job with the customer and scope attached. The second turns a completed job into a draft invoice. Both use events with idempotency keys, both send incomplete records to a coordinator's queue, and a daily check compares completed jobs with invoices raised. The weekly export and the copy-and-paste step are retired once the check has stayed clean for a month.
Technology we use for this
- Node.js
- TypeScript
- Python
- PostgreSQL
- Redis
- AWS
- Azure
- Docker
- Data pipelines
Integration & Automation: questions we are asked
What is systems integration?
Systems integration means connecting separate business applications, such as a CRM, a finance system and operational software, so they share information automatically. It removes duplicate data entry and the errors that come with it. Automation then handles the predictable steps in a process, leaving people to deal with the exceptions.
Can you integrate a system that has no API?
Often, yes. Options include the database, file exports on a schedule or a small service around the system. We choose the least fragile route and monitor it closely.
Why not use an off-the-shelf connector tool?
For simple, low-volume flows, a connector tool can be the right answer and we will say so. Custom integration makes sense when the flows carry business rules, volume or failure handling that those tools cannot express.
What happens when an integration fails?
It is retried automatically. If it still cannot complete, it is logged, an alert is raised and the item lands in a queue for a person to resolve, so nothing is silently lost.
Solutions and reading.
Get a proposal for integration & automation.
Tell us what you need. We reply with a clear next step, usually a short call and a written plan.
- 1We read your brief properly
- 2You speak with people who can discuss the business and the engineering
- 3You get a clear next step: a scoped engagement, a discovery phase or a proposal
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