Workflow & Systems Automation
Lead management, onboarding, quoting, invoicing, and reporting, connected end-to-end so nothing needs re-entering by hand. That means wiring the tools you already use (Xero, Microsoft 365, Google Workspace, CRMs, job-management platforms) into one coherent workflow, and automating the handoffs between them.
Build
The problem
The same information gets typed into three different systems by three different people, and nobody notices when one of those syncs quietly breaks.
See it live
| Contact | Source | Synced to | Status |
|---|---|---|---|
| Marcus Reyes | HubSpot | Xero + Calendar | Synced |
| Priya Nandakumar | Google Form | CRM + Xero | Synced |
| Dana Whitfield | Phone intake | CRM | Syncing |
Tools we connect
Accounting
CRM
Scheduling
Comms
What's included
Automates handoffs between tools and teams
Removes duplicate data entry
Native integrations with accounting, CRM, and job-management tools, built on stable APIs
Monitored so you're alerted if a sync ever fails
What changes
FAQ
Most CRMs, accounting software, calendars, and job-management platforms with a documented API. We'll say upfront if something isn't feasible.
Ready to stop losing business to busywork?
Tell us where time is getting lost. We'll tell you honestly whether AI is the right fix, and what it would take.