Automation and Integrations
Connect your systems and stop copying data by hand
We connect the tools you already pay for, automate the processes that run on email and spreadsheets, and give AI safe access to your business data.
Who this is for
Who we build this for
Operations and finance teams
The same data is typed into three systems every day. Month-end takes days because numbers must be pulled together by hand.
Growing service businesses
Processes that worked for ten people break at fifty. Approvals get lost, handoffs are missed and nobody knows the status of anything.
Companies with an aging system
An old system still runs the business, but it is hard to change and does not connect to anything new.
Most businesses already own good software. The problem is the gaps between the systems. A lead comes in through a form and is typed into the CRM. An invoice arrives by email and is typed into accounting. A booking changes and someone phones the cleaning team. Each gap costs a few minutes and creates a chance for a mistake, many times a day.
We close those gaps. Sometimes that means an API integration that moves data between two systems the moment something changes, using webhooks rather than nightly batches. Sometimes it means workflow automation that turns a process run on email into clear steps with owners and deadlines. Increasingly it means connecting AI assistants to your tools through the Model Context Protocol, so they can look up an order or draft a report from live data.
Integrations fail in boring ways: an API changes, a token expires, a record arrives half complete. We design for that from the start with retries, logs and alerts that tell a person when something needs attention. AI speeds up the plumbing, such as mapping fields and writing connectors and tests. People decide which process to automate first, what must always stay manual, and what "correct" means for your data.
A good place to start is to list where your team copies data today. Our guide on measuring the return on automation helps you pick the first project, and AI vs traditional automation explains when AI is worth adding.
What we build
Automation and integration services
The pieces that make your systems work as one.
CRM integration
Connect your CRM to forms, email, billing and support so customer records stay complete without typing.
API integration
Make two systems share data reliably, with retries, logging and alerts when something goes wrong.
Payment integration
Stripe, PayPal and local gateways wired into your site or app, with receipts, refunds and reconciliation.
Database design
Data models that stay fast and correct as your business grows, with backups and access rules in place.
MCP integration
Connect AI assistants to your CRM, files, databases and tools through Model Context Protocol servers, with safe permissions.
Business process automation
Map a process that runs on email and spreadsheets and turn it into software with clear steps and owners.
Data migration
Move data from an old system to a new one, cleaned, checked and without losing a record.
Webhooks and event systems
Systems that react the moment something happens, such as a payment, a signup or a form, instead of waiting for a nightly job.
Legacy modernization
Replace an aging system step by step, with the business running normally while the new parts take over.
Third-party integrations
Google Workspace, Microsoft 365, accounting, shipping and marketing tools connected to your own software.
AI-accelerated
How AI speeds up this kind of work
AI does the repetitive work quickly. Experienced people make every decision that shapes the product.
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AI doesReads API documentation and sample data from both systems and drafts a field-by-field mapping.
People decideWhich system is the source of truth for each field, and what happens when they disagree.
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AI doesTurns a described process into a draft workflow with steps, conditions and notifications.
People decideWhich steps can be automated, which need approval and who owns each one.
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AI doesWrites connectors, data transforms, migration scripts and the tests for them.
People decideError handling, security, and whether the integration is safe to switch on.
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AI doesProfiles data quality and finds duplicates and broken records before a migration.
People decideHow to fix or merge records, and when the data is clean enough to move.
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AI doesDrafts runbooks that explain what each automation does and how to fix it.
People decideWho is alerted when something fails, and how fast they must respond.
Our process
Our process for this work
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Step 1: Map
We document the current process, the systems involved and where time and errors happen.
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Step 2: Design
We agree on the target workflow, data ownership and the checks a person keeps.
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Step 3: Build
Connectors and workflows built and tested with real sample data in a safe environment.
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Step 4: Run and monitor
Switched on in stages, with logs, alerts and a clear owner for every automation.
Timeline and cost
What affects the timeline and cost
Every estimate starts from your scope. How we price work.
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Number of systems
Each system brings its own API, limits and quirks to learn and test.
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Quality of the APIs
Well-documented modern APIs are quick. Old systems without APIs may need a custom bridge.
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Data volume and cleanliness
Large or messy datasets need profiling, cleanup and careful migration.
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Process complexity
Many exceptions, approvals and special cases take longer to model correctly.
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Real-time needs
Instant sync with webhooks is more work than a scheduled job that runs every hour.
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Security and audit needs
Financial and personal data need stricter access rules and a full audit trail.
Keep exploring
Case studies, solutions and industries
Related services
View all related services- CRM integration Connect your CRM to forms, email, billing and support so customer records stay complete without typing.
- API integration Make two systems share data reliably, with retries, logging and alerts when something goes wrong.
- Payment integration Stripe, PayPal and local gateways wired into your site or app, with receipts, refunds and reconciliation.
- Database design Data models that stay fast and correct as your business grows, with backups and access rules in place.
- MCP integration Connect AI assistants to your CRM, files, databases and tools through Model Context Protocol servers, with safe permissions.
- Business process automation Map a process that runs on email and spreadsheets and turn it into software with clear steps and owners.
Solutions
View all solutions- AI automation and integrations Connect the tools you already use so data moves once, correctly, and AI reads the parts that arrive as text or documents.
- Approval workflows Requests, approvals and reminders in one place, with clear owners and deadlines instead of long email threads.
- Invoice processing Read supplier invoices, match them to orders and push approved ones into accounting, with exceptions flagged for review.
- Automated reporting Reports that build themselves from your systems on schedule, with a plain-language summary of what changed.
- AI lead qualification Score, research and route every new inquiry so your team talks to the best leads first.
- AI sales research agent Short, sourced briefings on each prospect before a call, drafted by an AI agent from public information and your CRM.
Industries
View all industries- Finance and accounting Client portals, document collection, invoice and receipt processing, and reporting for accounting firms and finance teams.
- Ecommerce Online stores, product data cleanup, support assistants, price monitoring and order automation for online retailers.
- Logistics and transportation Driver apps, order and shipment tracking, document processing and integrations for logistics and delivery companies.
- Professional services Client portals, proposal drafting, knowledge assistants and internal tools for consultancies, agencies and firms.
- Property management Tenant portals, maintenance tracking, owner statements and inbox automation for property managers.
- Vacation rentals Booking websites, owner and guest portals, turnover scheduling and guest messaging for rental operators.
Case studies
View all case studies- Payroll system for an IT services company Payroll is calculated from recorded inputs, reviewed once and sent as payslips in a single batch, with every change logged.
- Beach rental booking system A long-running booking system kept earning while it was extended, tested and given a safe, gradual path to a modern stack.
- Fashion deal aggregator Sale items from more than thirty brands are collected every night and classified consistently by a three-stage pipeline.
- Tax filing service platform Clients upload documents and see where their case stands, and staff work from one queue with deadlines and reminders.
- Facility management platform Every request, inspection and cost for every building now lives in one place, with a clear owner and status.
- Vacation rental operations system One calendar per property, cleaning tasks created from bookings, and owner statements built from the same records.
Guides and articles
View all guides and articles- How to measure the ROI of AI automation Measure the return on AI automation with a baseline, the right metrics and honest accounting of costs.
- No-code vs custom development Where no-code tools shine, where they hit limits, and when custom software pays off.
- AI automation vs traditional automation How rule-based automation and AI automation differ, where each fits and how to combine them.
- How to add subscriptions and billing to a SaaS Plans, trials, invoices, taxes and failed payments: what a SaaS billing setup needs and how to build it.
- How to automate payroll Turn a manual monthly payroll into a reviewed, tested process with accurate payslips and a full audit trail.
- How to set up automated reporting Replace manual weekly and monthly reports with dashboards and summaries that update themselves.
MCP servers
View all mcp servers- Automation Servers that connect AI to automation platforms and analytics, so it can trigger workflows and read results.
- CRM and sales Servers that connect AI to CRM and support platforms, to look up customers, update records and prepare follow-ups.
- Make Make's official MCP server turns your Make scenarios into tools AI can run, and on paid plans lets it view and modify scenarios and connections.
- n8n n8n's official instance-level MCP server lets AI search, run, build, update and publish workflows and look up nodes and credentials.
- Zapier Zapier's official MCP server lets AI discover, enable and run actions across thousands of connected apps, with separate read and write tools.
- Home Assistant Home Assistant's built-in MCP server lets AI read the state of exposed devices and control them, such as lights, climate and covers.
Glossary terms
View all glossary terms- API integration An API integration connects two or more systems through their APIs so data and actions flow between them automatically.
- Workflow automation Workflow automation uses software to move work through a series of steps, such as routing, approvals and notifications, based on rules and events.
- Webhook A webhook is an automatic message one system sends to another's web address when something happens, such as a payment or a new order.
- Model Context Protocol The Model Context Protocol, or MCP, is an open standard for connecting AI assistants to external tools and data in a consistent way.
- API An API, or application programming interface, is a defined way for one piece of software to request data or actions from another.
- No-code No-code tools let people build apps, websites and automations with visual editors instead of writing code.
FAQ
Questions about automation and Integrations
Have a question that is not here? Ask us directly.
Start with work that is frequent, rule-based and easy to check: copying form data into a CRM, creating invoices from orders, routing approvals, or building a weekly report. Quick wins build trust for bigger projects. Our solutions list common starting points.
Often, yes. Options include database-level connections, file exports on a schedule, email parsing, or browser automation as a last resort. We explain the trade-offs, because some of these are more fragile than a real API.
MCP, the Model Context Protocol, is a standard way to give AI assistants access to tools and data, such as your CRM or database, with defined permissions. We set up and secure these connections. Read what MCP is or see MCP integration.
No-code tools are great for simple, low-volume workflows, and we often recommend them. Custom integrations make sense when volume is high, logic is complex, data is sensitive, or monthly tool fees grow large. We will tell you honestly which fits.
Every integration we build logs its activity, retries temporary failures and alerts a named person when something needs attention. Failed records are kept for review instead of disappearing. We document how to fix common problems.