Accounting
Invoices, payments and customers sent to QuickBooks without anyone entering them twice.
Some tools just need to talk to each other. Others, like the old database the whole business depends on, need to be rebuilt before they break.
When a deal closes, the invoice should exist. When a job is booked, the calendar should know. We connect your tools through their APIs so information moves on its own.
Invoices, payments and customers sent to QuickBooks without anyone entering them twice.
Bookings, reminders and messages tied to the Google Workspace accounts your team already uses.
Deposits, payment links and recurring billing connected to the job or the client record.
Contracts sent from the system and filed back on the record when they're signed.
Calls and texts logged on the customer, with missed calls turned into follow-ups.
The systems you're required to use, connected where they allow it instead of retyped by hand.
Our client portal and HQ dashboard are built on integrations like these. They run every morning without anyone touching them.
See the apps they feed in the SDL Portal case study.
An Access database from years ago. A spreadsheet with formulas only one person understands. A web app built by someone who's long gone. It still runs the business, and every year it gets riskier.
We rebuild it as modern web software that works on any device, move every record over, and keep the parts your team relies on working the same way.
| What you have now | What we build |
|---|---|
| An Access or desktop database | A web app with logins for each person, on any device |
| An Excel sheet with critical formulas | An app that does the same math, checked against your sheet line by line |
| An old web app nobody can update | A modern rebuild that keeps the screens your team knows |
| Shared folders of files | Files attached to the right customer or job, searchable |
Thinking bigger? Replace the whole stack.
Most software has an API, a way for other programs to read and send information. API integration uses it to connect your tools so data moves between them automatically instead of being copied by hand.
Yes. Customers, invoices and payments can be sent to QuickBooks automatically, so your books match what happens in the rest of the business.
Rebuilding old business software, like an aging database, a critical spreadsheet or an outdated web app, as modern software, with the data moved over and the important workflows kept.
No. Often connecting two or three tools fixes most of the problem. The Systems Audit shows what to keep, connect or replace.
Tools change their APIs over time. The care plan, from $399 a month, covers fixes and updates so connections keep running.
Often, yes. When a tool has no API, we can usually work from its exports, scheduled reports or email notifications. The Systems Audit tells you which of your tools can connect and how.
The Systems Audit maps every handoff in your business and shows which connections save the most time.
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