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Business systems integration for small businesses
When your tools do not talk to each other, a person becomes the integration. We connect the systems you already use, so customer, job, and financial data is entered once and moves where it is needed, with someone clearly responsible for it.
Integrations small businesses ask for most
Most integration work falls into a few patterns. Each one starts by deciding which system is the source of truth, so two tools never disagree about the same customer or invoice.
QuickBooks integrations
Connect QuickBooks Online to Shopify, Square, Stripe, your CRM, or a field-service platform so invoices, payments, and customers sync without rekeying. Includes account and class mapping, and a reconciliation check that flags what did not match.
CRM integrations
Route website forms and Facebook or Google lead ads into HubSpot, Salesforce, Zoho, or the CRM you use. Keep contacts in step with email, scheduling, and accounting, and report on the pipeline without a weekly export.
Field service and scheduling
Connect Jobber, ServiceTitan, or Housecall Pro to QuickBooks and your CRM. Move completed jobs into invoicing, trigger customer updates and review requests, and keep office and field working from the same record.
Ecommerce and payments
Sync orders, refunds, fees, and payouts from Shopify, Square, or Stripe into accounting and inventory, so month-end reconciliation is a review rather than a reconstruction.
Microsoft 365 and Google Workspace
Turn forms, shared mailboxes, SharePoint lists, and spreadsheets into dependable workflows: requests that route themselves, approvals with a record, and notifications in Teams or Slack.
Reporting and dashboards
Pull data from the systems above into one view in Power BI, Looker Studio, or a shared spreadsheet, refreshed automatically, so the numbers a decision needs are already assembled.
How we build integrations that keep working
An integration is only useful if someone notices when it stops. The build includes the parts that make it maintainable.
Native connectors first
If the software you already pay for has a dependable built-in integration, we configure that before adding anything new.
Integration platforms where they earn their place
For connections the tools do not provide, we use platforms such as Zapier, Make, n8n, or Microsoft Power Automate, chosen for your volume, budget, and who will maintain it.
Custom API work when needed
Some connections need a small amount of code against a vendor's API. We scope it explicitly and document it so it is not a black box.
Monitoring, alerts, and ownership
Failures alert a named person, exceptions land somewhere visible, and the accounts, credentials, and documentation are yours.
Ways to get an integration built
Integration work runs through the same engagements as automation. Starting prices and what changes them are published with each one.
Focused Automation Build Sprint
One bounded, high-value workflow redesigned and implemented, with a named owner and agreed success criteria.
From $5,000
A starting point for one bounded workflow. More involved production work costs more, and the number is confirmed in writing once scope is understood.
What Focused Automation Build Sprint involvesIncludes
- A confirmed future-state workflow
- Implementation architecture
- Configured automation, or a narrowly scoped internal capability
- Integrations within agreed boundaries
Collaborative Build Blocks
Structured working time against a defined objective, with your team doing the building and us alongside.
From $1,000
A block is structured working time against an objective agreed before it starts. It is not a commitment that an arbitrarily large project finishes inside the hours you selected.
What Collaborative Build Blocks involvesIncludes
- Architecture and solution design
- Implementation assistance
- Configuration
- Troubleshooting
AI Ops Care Plan
Optional recurring monitoring, troubleshooting, optimization, and small improvements after a successful deployment.
From $1,500 per month
Scoped to what is running, how critical it is, and how large the small-improvement allowance is.
What AI Ops Care Plan involvesIncludes
- Defined monitoring
- Troubleshooting
- Optimization
- Adoption review
Questions about systems integration
Can you integrate QuickBooks with our other software?
Usually, yes. QuickBooks Online connects to most CRMs, ecommerce, payment, and field-service platforms through native apps, integration platforms, or its API. We start by confirming which system owns each record, then build and test the sync with your real data before anyone relies on it.
Do you use Zapier, Make, or n8n?
We use whichever fits: a native connector, Zapier, Make, n8n, Microsoft Power Automate, or a small custom build. The choice depends on volume, cost, data sensitivity, and who on your team will own it afterward.
What happens when an integration breaks?
Every integration we build alerts a named person when it fails and records what did not go through. For ongoing monitoring, troubleshooting, and changes, the AI Ops Care Plan covers what we built.
Do we need custom software, or just an integration?
Most small businesses need the second. Custom operations software makes sense when the work no longer fits the tools you have. If it is unclear, the AI Opportunity Map compares the options before you pay for a build.
Who owns the integration accounts and credentials?
You do. Integrations are built in accounts your business owns, with documentation explaining what each connection does and how to change it.
Related services
One clear task rather than a larger implementation? Explore QuickBuilds from $295. Start with a free Scope & Outcome Preview before approval and payment.
Guides for your industry
See which systems businesses like yours usually connect, and what to decide before connecting them.
Next step
Tell us which systems are involved and where information gets retyped today. That is usually enough to know whether a native connector, an integration platform, or a small custom build fits.