Industries · Professional Services
Integrations for professional services firms
Your delivery tool, CRM, time and billing, documents and accounting should work as one. We connect the systems your firm runs on, so data flows and delivery stays visible.
The problem
Delivery, billing and knowledge live apart
Engagements in one system, CRM in another, time and billing separate, documents elsewhere. Reconciling them by hand costs time and blurs the view of delivery and margin.
The systems
The systems we connect
We integrate the systems firms run on, including CRM, delivery and project tools, time and billing, document management, accounting (such as Xero), and e-signature and proposal tools. Off-the-shelf where it fits, custom where it doesn't.
Where it usually connects
Where firms usually need connections
CRM and delivery → won engagements flow into delivery automatically
Time and billing to accounting → tracked time flows to invoicing and the ledger
Delivery and documents → deliverables and knowledge linked to the engagement
Proposal and CRM → proposals draw on real deal data
Utilisation across systems → resourcing data joined up for a true view
How we facilitate it
How we facilitate it for professional services firms
Every connection gets the right approach. Where a reliable off-the-shelf integration exists, we use it. Where it doesn't, or the logic is more involved, we build a custom integration through the systems' APIs, with proper authentication, error handling and monitoring so it doesn't silently break. We keep your data secure and in your control, deployed per client with Australian data residency.
The bigger picture
Part of a connected system
Connecting your systems is usually the start, not the end. Once data flows, there's work to automate on top of it, and often a role for AI agents to act on what your connected systems now know.
FAQ
Frequently asked questions
Can you connect our delivery and billing systems?
Yes, so tracked time flows to billing and the ledger, and delivery data stays joined up for a true view of margin.
Can you connect our CRM to delivery?
Yes, so won engagements flow into delivery without re-setup.
What if a tool has no native integration?
We build a custom one through its API.
Is it secure?
Yes. Per-client deployment and Australian data residency.
How do we get started?
Show us one task your team currently does by hand. We'll build an prototype that shows how it could work in seven business days, free.
What clients say
Working with Josh was both effective and enjoyable. He helped to create a stream of work in a short amount of time using his knowledge and experience. Josh was quick to respond to questions and guided us through the process one step at a time — we highly recommend his work and expertise.
Get started
Show us the workflow that's slowing you down.
We'll map it and show you how the system could work in seven days. Free, with no obligation.
We reply within one business day to confirm it's a good fit.
One hour with your team to see the process, the systems behind it and what you want to improve.
Seven days later, you click through a prototype of your workflow. We follow up with a fixed price for the full build.
Prefer to talk it through? Book a call.
Request your free prototype
Tell us the process. We'll confirm it's a fit on a short call.