Custom Integrations

Custom integrations provide order and control across your tools, ensuring cohesion and smooth workflow between finance, CRM, payroll, and AMS. Without integration, errors creep insidiously into your systems. A custom map addresses this by creating a single source of truth for all departments.

Integration is for you if:

You accommodate a glut of exceptions. Addressing these exceptions is essential before you accidentally automate incorrect processes.

Legacy systems (exports) don’t include compliance or audit detail. Integrated tools record and log all changes, approvals, timestamps, and task owners. This helps develop a clear audit trail to provide leadership and the taxman with all the data needed to answer queries.

Hours are wasted on inefficient uploads and reconciliations. Integration and automation remove unnecessary steps, improving efficiency and speeding up close.

You don’t want to drown in expensive, confounding software solutions. A far better option is iPaaS (Integration Platform as a Service) which enhances your offerings without a new internal headcount.

Our first step is to map your current processes to identify and remove wonky processes, like loops and duplicates. Then we automate the clean processes to improve efficiency and productivity.

You want quick and easy results. We deliver by connecting essential data and workflows. You’ll notice time saved immediately. So you can direct staff to their core activities, as well as strategy and analysis.

We develop rapid prototypes that clearly show real data moving early. This also confirms assumptions with users and reduces rework later on in the cycle. Our aim is to ensure your staff are 100% prepared to operate your new solutions.To avoid nasty surprises in cutover week, we build QA into the schedule.

You’re not left to sink or swim. We always provide post go-live support with simple SLAs and ensure any issues are properly logged, resolved, and used as life lessons to prevent them from recurring later on.

We use a variety of tools for specific functions. For instance, we use iPaaS platforms to manage scaling and monitoring requirements. This reduces one-off scripts and simplifies changes when vendors update APIs.

Two of our most popular Sage products, Sage Intacct and Sage People, provide all the expertise you need thanks to a finance and HR-based hub. You’ll enjoy stable patterns and consistent results across the board.

A lot of our focus is on API design so that it’s perfect for CRMs, ecommerce, donor systems, and rental platforms. This is critical to reduce CSVs and eliminate failed imports. You’ll also benefit from secure credential handling and environment segregation, which protects production while iterating quickly in lower tiers.

A really great benefit is the measurable error reduction from validations and idempotent writers. You’ll notice fewer duplicates and fewer partial records, setting your system up for greater accuracy and efficiency.

Ultimately, evidence is kept with the business record, which ensures easier walkthroughs with auditors and partners. We help you achieve this by following the steps below.

1) Develop immutable logs that save creation, updates, and deletion data. Accountability is established with clear paths that show exactly who did what and when. The great thing? No manual screenshots to share data.

2) Fix upstream issues without worrying about data loss or the creation of duplicate information. We’ve got your back with controlled retries and dead letter queues (DLQ), so there’s no chance you’ll lose events or other important messages.

3) Arrange reconciliation reports by job and period using systems that also confirm counts and totals between systems.

4) We also set up field level mappings that can be documented, versioned, and reviewed. They’re also updated safely when schemas change.

It’s not often that changes have instant benefits, but that’s the case with our custom integrations. From the get-go, integration, automation, and syncing save hours each week. Most notably in the close timeline and staff calendars.

Accuracy in finance and payroll posting improve immediately, with knock-on benefits that include less rework and cleaner reviews with source links. Accuracy also accelerates reporting because correct data lands in front of the right people. Real-time updates ensure dashboards always provide current info from live systems. No waiting on stale extracts.

Vendor and customer experience improve because status updates are automatic. The upshot? Fewer emails from frustrated vendors and customers asking, “What’s happening?!”

We also work with you to create a roadmap for the next two or three integrations. The plan is based on evident value and remaining gaps. This ensures the solutions meet your exact needs. No products or modules that simply add weight to your overheads and provide little value.