Systems Integration Hub
One Intelligent Operations Layer
Your CRM, ERP, practice management, document platform, and accounting software are all working just not together. We connect every tool in your stack into a single, automated operations layer. No more copy-pasting between systems. No more data that lives in one place but is needed in another.
Your tools are working. They're just not working together.
The average professional services firm uses 12–15 software platforms. Each was purchased to solve a specific problem and does its job well. The problem is the space between them: data that needs to move from one system to another, duplicated manually by a member of your team, every day, in ways that are easy to get wrong and impossible to track.
Every platform your professional services firm runs on
We build integrations between any platform that has an API. The tools below represent what we most commonly connect for UK professional services firms — but the list is not exhaustive.
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We integrate with a broad ecosystem of platforms. Not on this list? If your platform has an API, we can connect it. We have built integrations for platforms across legal, accountancy, dental, IFA, HR, and recruitment sectors. Book an audit and we will confirm within 24 hours.
How the integration layer works
We do not replace your existing software. We build an intelligent middleware layer — using Make.com, Zapier, or custom API connections — that sits between your platforms and orchestrates the flow of data and triggers between them.
CRM
HubSpot / Salesforce
Practice PMS
Clio / LEAP / IRIS
Integration Hub
Make.com / Zapier / API
Integration Hub
Bidirectional sync
Accounting
Xero / QuickBooks
Documents
DocuSign / SharePoint
Every event in any connected system — a new client added, a document signed, an invoice paid — automatically triggers the correct actions in every other system that needs to know about it. Your team updates one system and everything else catches up automatically.
What integrated operations looks like in practice
A UK professional services firm running HubSpot, Xero, SharePoint, DocuSign, Asana, Slack, and two sector-specific practice management platforms. Data moved between all 8 systems manually — a team member spent 2–3 hours daily on cross-system updates and reconciliation.
60-person UK professional services firm — 8 platforms integrated in 14 days
"We had eight platforms that all worked perfectly — just not with each other. After the integration, our team went from spending 3 hours a day on manual data entry to reviewing an automated summary each morning. The ops manager who was doing the reconciliation work is now running client projects."
Operations Director
UK professional services firm · 60 employees · 8 platforms integrated
From audit to connected systems in 14 days
Fixed-price integration packages
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For complex stacks: Consider the Paid Discovery Sprint (£1,500) first. We map every platform, design the full architecture, and give you a precise fixed price — all credited to your integration fee if you proceed.
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