Business systems integration

For businesses and IT providers. Your CRM, ERP, accounting tools and reports sharing one set of numbers, so nobody copies data between them.

Most businesses run on five or six tools that never talk to each other. The CRM knows the customer, the accounting system knows the invoice, the inventory sheet knows the stock, and a person spends hours every week copying numbers between them. When that person is out, the numbers drift.

What we build

We connect the systems you already pay for so data moves between them on its own. A new order in your CRM becomes an invoice in QuickBooks or NetSuite. A stock change in your warehouse system shows up on your website. Your reports pull from one set of numbers instead of three exports pasted into a spreadsheet.

• Two-way sync between your CRM, ERP, accounting and inventory tools
• Scheduled reports built from live data, sent to the people who need them
• Clean-up of the duplicate and mismatched records the old process left behind
• A simple screen where your team sees what moved, what failed and why

How it runs

1. A free call. You walk us through one process, from the moment data is created to the moment it lands in its last system.
2. A written scope. We list every system, every field that moves and what happens when something fails, on one page.
3. Build and test. We connect one flow at a time and test it on a copy of your real data before it touches the live systems.
4. Go live and watch. We switch it on, watch it closely for the first weeks, and fix anything that goes wrong.

What we need from you

• Access to the systems involved, with a login we can use for testing
• One person who knows the process today and can answer questions
• An hour a week for a short check-in while we build

What stays the same

Your team keeps the tools they know. Nobody has to learn a new system: the work just stops landing on their desk. When something cannot be matched automatically, it goes to a person with the reason, never silently dropped.

For IT providers and MSPs

Your clients ask for integrations your team has no time to build. We build them for you, to your standards, and hand them over with notes your team can support.

Common questions

Do you replace our software? No. We connect what you already have. If a tool is genuinely the problem, we will say so, but most of the time the tools are fine and the gaps between them are not.

What if one of the tools changes? We watch every connection, and when a vendor changes something we fix it. That is part of looking after what we build.

What you get

• Exports, imports and copy-paste between tools removed
• The same numbers in every system
• Anything that fails goes to a person, never silently dropped
• Watched and fixed when one of the tools changes

we connect

CRM, ERP, accounting, data

we remove

exports and copy-paste

you get

one set of numbers

Canonical URL: https://ugibo.com/services/business-systems-integration