Sales to accounting
From an agreed deal to the next invoicing step. Without re-entering the same details.
Your sales, finance and operations apps should work together. We connect them into clear workflows, so your team can get on with what matters.
Get your apps connected within 2 weeks, starting from SGD 4,000.
CONNECTING THE TOOLS YOU ALREADY USE
LESS FRICTION. MORE FLOW.
Start with the work you want to simplify. Here are a few example requests we can assess.
From an agreed deal to the next invoicing step. Without re-entering the same details.
Give every order a clear route from your storefront to your operations team.
Keep customer records, project tasks and the right people on the same page.
Connect a support conversation to the customer context and follow-up it needs.
Turn verification and signature events into a clear next step for your customer.
YOUR APPS, CONNECTED
Connect the systems your business runs on. From finance and CRM to orders, support and the next customer step.
OUR WORK
The challenge, the connected systems and the result. The things that matter when you’re choosing an integration partner.
Finance tickets move from Intercom to Asana, with ticket data, files, images and resolutions synced between both teams.
Read the case studySalesforce, Sumsub and DocuSign connect customer records, verification and agreement signing in one workflow.
Read the case studyAn integration connecting Zoho CRM deals, Xero invoicing and Zendesk billing follow-ups, with updates returning to the customer record.
Read the case studyAn integration using Zapier to connect external PayPal payments with Odoo orders, operational handoffs and exception follow-ups.
Read the case studyA CLEAR PATH FORWARD
Know what’s being built, why it’s being built and how your team will use it.
Map what happens today and what you want to happen automatically.
Review native features, connectors, account access and the edge cases.
Define the scope, responsibilities, delivery plan and price.
Build the agreed workflow and test it against real scenarios.
Document the setup, walk your team through it and agree support.
GOOD QUESTIONS
Every workflow is different.
Here’s how we approach yours.
We start there. Native features or an existing connector may cover the workflow. We assess what is available before recommending configuration, an automation tool or custom development.
No. Depending on the workflow, we can use native features, Zapier, Make or custom code. The approach follows the requirements, access and maintenance needs.
We agree the access required during discovery. Use scoped permissions where the platform supports them. You retain ownership of your accounts; please do not send passwords or API keys through the enquiry form.
Pricing follows the agreed scope, systems involved and complexity. We assess your request and agree a price before building. You can include an optional budget range in your enquiry.
It depends on the workflow, available features, access and testing requirements. We agree a realistic delivery plan after assessing those details. Let us know if you have a target date.
We agree documentation, ownership and any ongoing support as part of the project. Maintenance can include reviewing errors and adapting the integration when connected platforms change.
LET’S CONNECT
Tell us what happens today and what you’d like to happen automatically. We’ll start with your workflow.