Kill the copy-paste.
You’ve got QuickBooks over here, Fishbowl or NetSuite WMS over there, Salesforce for sales, email in the middle, and three spreadsheets holding everything together. Sound familiar? Every time data needs to move between systems, someone has to manually copy it, reformat it, and paste it somewhere else. It’s slow, it’s error-prone, and it means your data is never quite in sync.
In Practice
What this actually looks like.
We connect your systems so data flows automatically. When an invoice is approved in one system, the payment gets scheduled in another. When inventory hits a threshold, a purchase order gets created. No copy-paste, no “I forgot to update the spreadsheet.”
QuickBooks ↔ Fishbowl: invoices, payments, and inventory sync automatically across both systems
Email → Salesforce or HubSpot: customer inquiries captured, categorized, and logged without manual entry
ShipStation ↔ NetSuite: shipping status, tracking numbers, and costs flow back to your ERP in real time
Spreadsheets → Real databases: that critical Excel file becomes a proper system with backups and access controls
How It Works
Our process.
We audit every system your team uses and map how data should flow between them. Then we build the connections — using APIs where available, custom middleware where needed.
System audit
We catalog every tool, spreadsheet, and database your team touches. We figure out what talks to what and what should.
Design the data flows
We map out exactly which data goes where, how often, and what happens when something doesn’t match.
Build and test
We build the integrations, run test data through them, and make sure everything syncs correctly.
Deploy with monitoring
We go live with alerts for any sync failures so nothing falls through the cracks.
Who It's For
Is this a fit?
Any business running 3+ software systems where data needs to move between them. If your team spends time copying data between QuickBooks, NetSuite, Fishbowl, Salesforce, HubSpot, ShipStation, email, or spreadsheets, this is for you.
What You Get
Deliverables.
- Automated data pipelines between your key systems
- Error handling and retry logic so nothing gets lost
- Monitoring dashboard showing sync status
- Documentation of all integrations for your team
- Field mapping that handles your specific data formats
An honest note.
Some older systems don’t have APIs or easy ways to connect. We’ll assess your stack upfront and tell you if any integrations will be tricky or limited. Sometimes the honest answer is “you need to upgrade that system first.”
Let's talk about system integration.
30 minutes. No commitment. We'll review your current process and tell you honestly whether automation makes sense for your situation.
Based in Wood Dale, IL — serving the entire O'Hare corridor and Chicago western suburbs.