What We Do
Connecting Projects to Profits & People
Break down the walls between your consultants and finance team. Turn billable hours into revenue, just like that.
Sync CRM to Finance
Connect your CRM (Salesforce) with finance (Sage Intacct) to automate project creation and contract details when the deal is closed.
Accelerated Automated Billing
Integration and automation link time-tracking tools directly to invoicing, accelerating billing cycles, reducing errors, and eliminating manual data re-entry.
Efficient Expense Management
Automating expense capture and approval workflows allocates project costs properly, facilitating accurate margin reporting and faster reimbursement.
Resource Planning & Allocation
See into the future. Link resource scheduling with financial forecasting to anticipate capacity needs and revenue.
Why Us
Enjoy Integrations That Scale Delivery
Professional services have unique billable-hour models. We build integrations that match your system, building integrations to protect margins.
Project-Based Workflows
Projects have unique lifecycles. Our workflows support these cycles (quote-to-cash), to maintain data integrity.
Expert Tech Stack Design
Secure integration connects Sage Intacct to top professional services tools, like Salesforce and HubSpot.
Automated Revenue Recognition
Automated revenue rules cover fixed-fee and time-and-materials contracts. In this way, compliance is assured.
Scalable Infrastructure Architecture
Integration strategies use secure platforms that can adapt to accommodate your business's growth.
Technology
Software Supports Integrated Professional Services
We use the best tools to link software, like Sage Intacct, Salesforce, & HubSpot to create unified operating systems for firms.
Sage Intacct
Sage Intacct is a cloud accounting platform that automates financial processes, delivers real-time insights, and helps businesses scale with control.
Ramp
Helps solve any spend control issues and visibility challenges through features like expense tracking, corporate cards, and automated accounting integration.
FloQast
Accelerates the financial close process by improving your overall data accuracy and centralizing your workflows to enable better collaboration across accounting teams.
Quickbooks
Simplifies all bookkeeping, invoicing, and reporting processes for small to mid-sized businesses, offering real-time financial visibility and helpful automation features.
4flow
4flow provides advanced logistics software that improves network planning, reduces operational costs, and helps businesses streamline global supply chain processes.
Automation & Integration Streamline Operations
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How We Work
Three Steps to a Better System
We take time to understand what’s not working, then build practical systems that fix it and keep it fixed.
Discovery
We dig into what’s slowing you down, pinpointing messy processes, gaps, and what’s getting missed or duplicated.
Scope & Proposal
We outline what needs fixing, what it’ll take, and what a better setup looks like.
Onboarding
We get your team aligned, systems configured, and workflows in place, without confusion, rework, or wasted time.
From Challenge to Change
View all Success Stories
Success Stories
We want the world to see how virtually anything is possible with the right tools, solutions, support, and, of course, expertise.
Insights
Blog & News
Explore our latest thinking on financial systems, reporting strategy, and digital transformation, tailored to the industries and tools we support.
Our Clients
Trusted by the Best
We’re proud to support the teams behind these logos. Long-term partnerships built on trust, capability, and results that hold up.
FREQUENTLY ASKED QUESTIONS
Integration Services FAQs
We’re often asked how connecting systems improves billable hours and reporting. Here are the answers to the most common questions.
How does integrating CRM with finance benefit professional services firms?
Integration inherently comes with several benefits, not least of which are time saving and efficiency. There are very specific benefits when it comes to integrating your finance system with your CRM.
- Integrating your CRM (such as Salesforce or HubSpot) with your finance system (e.g. Sage Intacct) provides a unified view of your business data.
- The alignment of data with systems creates a free-flowing path that enables quick and efficient data transfer. For example, project and contract details automatically appear in finance.
- Automated data flow eliminates manual rekeying and duplicate data entry.
- Automation also minimizes errors during handoffs.
- Quote-to-cash cycles are accelerated
Successful integration connects sales and finance into a single source of truth. The primary benefit here is that integrated data provides real-time insights into revenue drivers and project profitability.
Can you automate time tracking and billing processes?
Yes, we can. Legacy systems that were largely based on manual inputs, including manual time tracking, were prone to errors that delayed billing. This wasn’t good for cash flow. Modern ERP systems and integrations have completely revamped billing processes. Now, automated time and expense tracking ensures hours logged link directly to projects and invoices.
The resulting benefits include:
- Double captures are reduced
- Operational insights are more accurate
- Billing cycles are accelerated
- All billable hours are captured
The biggest benefit overall is improved efficiency, which saves time and enables your employees to leave administrative grunt work behind in favor of more productive client-centric strategic tasks.
The result is that your employees can focus on delivering high-quality, high-value services that improve performance and make for happy staff and satisfied clients.
How do you handle custom integrations for unique tools?
We know that some firms work with custom software that suits their business perfectly. Our specialist teams work with your existing systems, including middleware and direct API connections, as far as possible. So, you don’t have to purchase software you don’t actually need.
We do this by building custom API and database integrations that connect disparate systems with your central financial platform or ERP. By customizing your secure integration infrastructure, we ensure that data flows smoothly across your entire tech stack. This includes eliminating manual data imports and exports.
The result is the unification of your business operations so that you benefit from a centralized financial view that covers all finance-related operations, from AP and AR to reconciliations and month-end close processes.
Does integration help with complex revenue recognition?
It absolutely does. Many professional services have complex billing arrangements, for example, retainers, fixed fees, and performance and milestone-based models. We use advanced software, like Sage Intacct, to automate revenue recognition based on the billing model or models your business uses.
By automating these calculations through integration, you streamline the billing process, improve cash flow, and ensure that revenue is recognized accurately and on time without manual spreadsheet calculations.
The primary benefit here is a streamlined billing process. This, in turn, improves cash flow by removing bottlenecks and reducing delays between service provision and clients’ account settlement.
Automation doesn’t just work with numbers; it also ensures you remain compliant with industry regulations and legislation. For example, compliance with ASC 606 and IFRS 15 standards.
What happens if our software stack changes as we grow?
Not a problem. Our approach to integration is based primarily on scalable infrastructure. This means that business growth doesn’t require expensive upgrades. Instead, we use secure integration platforms and standard connectors that are designed with scalability in mind. Basically, your system’s capacity expands alongside your business’s growth.
This is exactly what you want because you no longer have to rely on updates that have the potential to break your fragile custom code. Instead, you can add new modules or switch specific operational tools and our flexible architecture makes the necessary adjustments without having to rebuild your entire financial ecosystem.
It’s a welcome, cost-effective system because not only do you save money by not buying new software, but the increased efficiency enables your staff to focus on billable hours, rather than painstaking admin tasks.
In a nutshell, your interconnected systems support your business’s expansion into new service lines or locations without technical bottlenecks.
