Systems & Data Integration
Most “we need AI” conversations turn out to start with “our systems don't talk to each other.” That is fixable, and it is usually the highest-return work we do.
The retyping tax
A customer's details get entered into the web form, then the CRM, then the scheduling system, then the invoice. Four entries, four chances to get it wrong, and a staff member who spends an hour a day being a copy-paste mechanism between systems that could simply share the information.
This is not glamorous work. It is often the single most profitable change we make in a business, and it is a prerequisite for anything more ambitious — AI applied to fragmented, inconsistent data produces fragmented, inconsistent results.
What we connect
- CRM and sales platforms — HubSpot, Salesforce, Pipedrive, Zoho, Keap
- Accounting and billing — QuickBooks, Xero, Bill.com
- Scheduling, dispatch and field service platforms
- Practice management, case management and association management systems
- Email, calendar and shared document storage
- Web forms, phone systems, review platforms and marketing tools
- Custom or legacy databases, including systems whose vendor is long gone
Data hygiene comes first
Connecting two systems full of duplicate and inconsistent records just spreads the mess faster. Part of every integration project is deduplication, field standardisation, and agreeing which system is the authoritative source for each piece of information. It is unglamorous and it is not optional.
Building for what comes next
An integration done properly leaves you with clean, consistent, queryable data — which is exactly what every subsequent AI project needs. Clients who do this work first find that later automations take half as long and work considerably better.
Find out what AI is actually worth to your business
Book a free 30-minute working session. We map your three most repetitive workflows, estimate the hours and dollars on the table, and tell you plainly whether AI is the right tool — or whether it isn't.
Frequently asked questions
We have a system from 2009 that our whole business runs on. Can you work with it?
Usually yes. Older systems often have a database we can read, an export we can schedule, or a file drop we can watch, even without a modern API. We have not yet met a system we could not get data out of — though occasionally the honest answer is that replacing it costs less than integrating it, and we will say so.
Is this an AI project at all?
Often not, and we are upfront about that. Plenty of integration work is just plumbing. Where AI genuinely helps is in the messy parts — reading unstructured documents, matching records that do not match cleanly, classifying incoming requests. We use it there and not elsewhere.
Who maintains the integrations?
Your choice. We hand over documentation and can train an internal owner, or keep maintenance on a monthly agreement. Either way the integrations run in accounts you own.