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Business automation · Systems

Business systems integration: make your systems talk.

We connect the systems you already run (accounts, merchant and EPOS, CRM, phone, email and spreadsheets) so information flows between them on its own. No big switchover, and nothing new for your team to learn.

No big upheaval. We plug into the system you already use.

Trade businesses in Wakefield

Sound familiar?

  • Three systems that don't talk to each other
  • The same customer typed in three times
  • Reports built by copying and pasting
  • Every new tool became one more login

We connect where the system allows

Every system is different. Some have proper connections built in; some need a workaround. We’ll tell you on the first call what’s possible with the systems you run, and we won’t promise a connection we can’t build.

What we automate

Accounts packages

Xero, Sage and QuickBooks: invoices, payments and account status flowing to sales and credit control.

Merchant, ERP and EPOS systems

Quotes, orders, customers and stock shared with follow-up and reporting.

CRM and sales systems

Contacts, deals and activity kept in step with everything else.

Phone systems

Missed calls and call outcomes landing in your records automatically.

Email and calendars

Outlook and Gmail messages and bookings connected to the right customer.

Spreadsheets

Replaced where they're a workaround, connected where they're genuinely useful.

How it works

A 15-minute call

You tell us where things get missed. We tell you straight if we can fix it.

We map the process

How the work flows today, across which systems and which people.

We build and connect it

Around the systems you already run. Your team is shown how it works.

We look after it

Monitoring, support and small changes every month.

Works with the systems you already run

Accounts packages (Xero, Sage, QuickBooks) Merchant, ERP and EPOS systems Your CRM or sales system Phone systems and diallers Outlook and Gmail Spreadsheets and shared drives Website and enquiry forms Text messages (SMS)

Every system is different. We'll tell you on the first call what's possible with yours, and we won't promise a connection we can't build.

Who it's for

  • Operations Directors
  • Finance Directors
  • IT and Systems Managers
  • Managing Directors

Straight answers

Can you connect to any system?

Most modern systems can be connected. Older or closed systems sometimes need a workaround, such as a scheduled export. We confirm what's possible before you commit.

Is our data safe?

We only connect what the build needs, use each system's official connection methods where they exist, and you stay in control of your accounts.


Every call. Every quote. Every pound.

Be the business that follows up.

Fifteen minutes on the phone. We'll find where things are getting missed and tell you straight if we can fix it.

You don't need to decide anything on the call. Just take a look at how it works.

Book a 15-min call