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.
DISCONNECTED SYSTEMS
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New client added to CRM — manually re-entered into practice management system
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Invoice raised in practice software — manually copied to Xero
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Document signed in DocuSign — status manually updated in CRM
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Payment received — manually reconciled against invoice in three places
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New task created — manually added to project management tool
CONNECTED SYSTEMS
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New client in CRM automatically creates record in all connected platforms
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Invoice raised — instantly synced to Xero, payment link sent automatically
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Document signed — CRM updated, next workflow step triggered automatically
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Payment received — reconciled across all systems within seconds
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Task created in one system — appears in every relevant tool automatically
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
01
Free
Free integration audit
We map every system you use, identify where data is currently moving manually, and design the integration architecture that connects them. You leave with a specific integration plan and a clear cost-to-implement estimate. No obligation.
02
Included
Integration design and API mapping
We confirm API access across all platforms, design the data flow architecture, agree on trigger rules and exception handling, and present the integration map for your approval before any build begins.
03
10 days
Integration build inside your existing platforms
Fixed-price integration packages
Two platforms connected
From £3,500
One bidirectional integration between two platforms. Trigger rules, exception handling, and data mapping included.
✓ API access setup
✓ Data mapping
✓ Trigger and exception rules
✓ 14-day delivery
✓ 90-day warranty
Full stack integration
From £8,500
Complete integration of your full software stack. 4–8 platforms connected into one intelligent operations layer.
✓ All platforms in your stack
✓ Full data flow architecture
✓ Trigger logic across all systems
✓ 14–21 day delivery
✓ 90-day warranty
✓ 3-month monthly check-in
Complex or multi-site
Custom
Multi-site, multi-entity, or enterprise-grade integration requirements. Scoped after the Discovery Sprint.
✓ Dedicated integration architect
✓ Custom SLA
✓ Staged rollout plan
✓ Priority support
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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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