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Care provider · Pilot at one site since July 2026One leave request path for a 1,000+ staff care provider, built inside their own Google WorkspaceStaff covered1,000+PilotOne site, since July 2026Read the case study You have the budget and the stack. The problem is the tools don't talk, the automations you built keep breaking, and month-end still runs on spreadsheets.
You're not a greenfield buyer - you've integrated before, and the mandate now is to make what you own actually work together before buying anything new. The fragile Zap chains and RPA bots that break on every API change aren't a foundation. We re-architect that layer into durable, monitored, version-controlled integrations with clear ownership - the bridge between the tech team that doesn't know finance and the finance team that isn't comfortable with tech.
Closing the books drags for a week - data exported by hand, mismatches chased across spreadsheets and email approvals.
A dozen SaaS tools, none of them connected, and data passed between them by CSV export and email.
The Zap chains and RPA bots you built keep breaking on every API change or form redesign, and nobody fully understands them anymore.
The same information gets typed into three different systems because none of them talk to each other.
Salesforce and a second system (billing, ERP, a partner feed) drift apart over time, and reconciling them is a manual export-and-compare job.
Scheduled job runs nightly → Salesforce records compared field-by-field against the external source → Mismatches logged with the specific field and record → Summary sent for review
A team tracks client details in Airtable for its own workflow, but sales needs the same data in the CRM, and keeping both current means updating twice.
Scheduled sync runs on interval → Airtable records compared against the CRM → New and changed records pushed to the CRM
Email exchanges with a client happen in Gmail but Salesforce never sees them, so the record looks quiet even when there's an active conversation.
Email sent or received in Gmail → Thread matched to a Salesforce contact or opportunity → Thread logged to the matching record
Pipeline reports get rebuilt by hand before every leadership meeting, pulled from the CRM and reformatted into the deck or sheet people expect.
Scheduled trigger fires ahead of the reporting cadence → Pipeline data pulled and summarised by stage and owner → Report delivered to Sheets and emailed to the list
A team runs its planning in Notion but reporting tools expect a spreadsheet, so someone exports and re-pastes it by hand.
Notion database updates → Change synced to the matching Sheets tab → Sheet stays structured for downstream reporting
Explore by team in Finance teams, Operations teams, Sales teams or by sector in Finance & Insurance, Professional Services, Compliance & HIPAA.
iPaaS handles the well-behaved connections. The value we add is the edge cases it can't - API quirks, pagination, reconciliation logic, and the failure handling that keeps an automation from silently breaking. We work with your platform, not around it.
We build at the API layer instead of scraping screens, put the logic under version control with tests, and add monitoring so a break alerts someone instead of quietly dropping data. Durability and ownership are the point.
That gap is exactly where we sit. We speak the process language finance cares about - days-to-close, reconciliation, one trusted number - and build it in a way IT can own and maintain after we're gone.
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