Keep the tools you already pay for.
We make them work together.
If you're copy-pasting between Xero and your CRM, manually forwarding emails to the right person, or building weekly reports by hand — this is for you.
We connect what you already have.
No forced migrations. No replacing your accounting system or your CRM. We build the layer between them so information flows automatically.
- Xero · MYOB
- Google Workspace · Microsoft 365
- HubSpot · Pipedrive · Salesforce
- Calendly · Acuity
- Stripe · Square
- Airtable · Notion · Slack
- Custom internal tools via API
We connect the tools your business already uses — no forced migrations.
Here's what this looks like in practice.
New client signs a contract
Quote approved by client
Booking made via website
Weekly report due
Six categories of automation work.
API Integration
Custom connections between systems that have no native integration — built to be reliable, maintainable, and documented.
Customer Onboarding Automation
Welcome emails, document requests, account creation, and intro scheduling — triggered automatically when a new client signs.
Xero & Invoice Workflow
Quote → invoice → payment → reconciliation, all connected. Reduce accounts admin by 70–90% on routine billing.
Booking & Calendar Automation
End-to-end booking flows — confirmation, reminders, follow-ups, and CRM updates — without anyone manually touching it.
Reporting Automation
KPIs, financial summaries, and ops dashboards compiled automatically from your tools and delivered on schedule.
Notification & Approval Flows
The right person gets notified at the right time. Internal approvals tracked with a clear audit trail.
Questions about Automation & Integrations
Ready to stop copying and pasting?
Tell us which tools you use and what you'd like them to do.