Connect accounting records to bank information for reconciliation.
Service
Integrations and data
Secure API connections between accounts, banks, CRMs, email, storage and bespoke systems, plus dashboards on top.
What it is
Built around the work, not the tool
Secure API connections between accounts, banks, CRMs, email, storage and bespoke systems, plus dashboards on top. We agree where people stay in control, what a useful first release looks like and how it will fit the systems already in place.
Examples
What this can look like
Bring several entities into one consolidation view.
Build live KPI dashboards from trusted operational data.
Move data from a legacy tool without carrying its disorder forward.
Clean and match records before systems are connected.
Proven in our own work
Accounts automation portal
Our accounts portal connects Sage, bank information and internal approvals, proving the value of one dependable data flow.
Connections
What it typically connects to
- 01Accounts and banking
- 02CRM
- 03Email and storage
- 04REST and GraphQL APIs
- 05Webhooks
- 06Legacy exports
The project
How the work runs
- 01
We start by understanding the work as it happens today, including the exceptions and workarounds.
- 02
We agree the first useful release, build it in the open and ask for decisions while they are still easy to make.
- 03
We launch with the people who will use it, then improve it from real feedback.
Example sectors
Where this can help
Ready when you are