Skip to content

07 / AI Integration & Digital Transformation

You already own the tools. We make them work as one.

For businesses with established systems that do not talk to each other. We design the architecture, connect the data and add AI where it removes real work: search, reporting, knowledge and product features.

Start a projectView selected work

Builds from $5,000 · $750 diagnostic, credited within 60 days · Pricing

Make.com · Inventory reorder planning
Make.com · Payment capture to accounting reconciliation
The real Make.com workflow for payment capture to accounting reconciliation, close up, with each app and step labelled.
Anonymized client projectReal Make.com workflows, rendered from their exports. Names and data removed.

01 / Sound familiar?

What this fixes.

  1. 01

    Two sources of truth

    Your CRM and accounting disagree, and someone reconciles them by hand every month.

  2. 02

    Data you cannot use

    The answers are somewhere in your systems, but pulling them takes a day.

  3. 03

    AI on the roadmap

    Your product needs AI features and your team needs a partner who has shipped them.

02 / In practice

Make.com · Payment capture to accounting reconciliation
The real Make.com workflow for payment capture to accounting reconciliation, close up, with each app and step labelled.
Anonymized client project

Example: an invoice is paid.

  1. 01

    Payment event received from Stripe

  2. 02

    Accounting record matched and updated

  3. 03

    CRM deal and customer status synced

  4. 04

    Exceptions routed to finance for review

03 / What we build

Typical solutions.

01

Integration architecture

A clear design for how systems share data and what happens when one fails.

02

Data synchronisation

Reliable two-way sync between CRMs, accounting, ecommerce and databases.

03

AI in your product

Summaries, extraction, classification and assistants added to existing software.

04

AI search and knowledge

Search across documents and records that returns answers with sources.

05

AI reporting

Reports that explain what changed, not just what the numbers are.

06

Modernisation

Manual legacy processes replaced step by step without stopping the business.

04 / Everything included

The full list of what we build under Integrations. Not sure where yours fits? Ask.

  • 01AI features in existing products
  • 02AI features in SaaS
  • 03CRM integration
  • 04API architecture
  • 05Data synchronisation
  • 06Accounting sync (Xero, QuickBooks)
  • 07Legacy workflow modernisation
  • 08AI search
  • 09AI knowledge systems
  • 10AI reporting
  • 11Internal process modernisation
  • 12Document automation (PandaDoc)
  • 13Webhooks & event pipelines
  • 14Integration audits & discovery
Typical stackREST & GraphQL APIsWebhooksXeroQuickBooksSalesforceHubSpotPostgresOpenAIClaude

05 / Proof

Real builds, not mockups.

All work

Workflows below are rendered from real production exports, with client names, data and credentials removed.

Gmail1. Gmail: searchemailsGmail2. Gmail: mark asreadGoogle Drive3. Drive: searchfolderGoogle Drive4. Drive: downloadfileTools5a. Header lineTools5b. Column: OrderTools5c. Column: Capture#Tools5d. Column:TransactionTools5e. Column: StatusTools5f. Column: CapturedateCSV6. Parse CSV (allrows)Tools7. Row probe(yyyymmdd|status|capture)Tools8a. orderRefTools8b. captureNoTools8c. txnIdRouterWooCommerceB1. WooCommerce:get orderXeroB2. Xero: findcontactRouterXeroB3. Xero: searchinvoiceRouterXeroB4. Xero: stampreferenceToolsB5. CollectunmatchedGmailB6. Email unmatchedXeroA1. Xero: searchinvoiceRouterXeroA2. Xero: stampreferenceToolsA3. CollectunmatchedGmailA4. Email unmatchedCaptured, has capture number, recentOrder is a Woo order idFound and not already stampedNo matching Xero invoiceOnly if something was unmatchedOrder is an invoice numberFound and not already stampedNo matching Xero invoiceOnly if something was unmatched
Make.com29 steps
ANONYMIZED CLIENT PROJECT

When the payment report arrives, downloads the CSV, parses each captured transaction, matches it to the store order and the accounting invoice, stamps the payment reference and emails a list of anything unmatched.

Rendered from the production workflow export. Labels anonymized; no data, credentials or settings included.

Read all 29 steps
  1. Gmail · 1. Gmail: search emails
  2. Gmail · 2. Gmail: mark as read
  3. Google Drive · 3. Drive: search folder
  4. Google Drive · 4. Drive: download file
  5. Tools · 5a. Header line
  6. Tools · 5b. Column: Order
  7. Tools · 5c. Column: Capture #
  8. Tools · 5d. Column: Transaction
  9. Tools · 5e. Column: Status
  10. Tools · 5f. Column: Capture date
  11. CSV · 6. Parse CSV (all rows)
  12. Tools · 7. Row probe (yyyymmdd|status|capture)
  13. Tools · 8a. orderRef
  14. Tools · 8b. captureNo
  15. Tools · 8c. txnId
  16. Flow control · Router
  17. WooCommerce · B1. WooCommerce: get order
  18. Xero · A1. Xero: search invoice
  19. Xero · B2. Xero: find contact
  20. Flow control · Router
  21. Flow control · Router
  22. Xero · A2. Xero: stamp reference
  23. Tools · A3. Collect unmatched
  24. Xero · B3. Xero: search invoice
  25. Gmail · A4. Email unmatched
  26. Flow control · Router
  27. Xero · B4. Xero: stamp reference
  28. Tools · B5. Collect unmatched
  29. Gmail · B6. Email unmatched
  • Gmail
  • Google Drive
  • CSV
  • WooCommerce
  • Xero
01Client project · Ecommerce / specialist retailOrder, supplier and customer operations on autopilotEvery order is logged, split by supplier, chased and communicated automatically, with customer emails held back whenever the data to support them is missing.Read the case

→ / Next step

Let's scope your integrations project.

Share what you're trying to fix. We reply within one business day with questions and a suggested approach.

Start a project

06 / Questions

Common questions.

01Do you start with a consultation?

For complex environments, yes. A short paid discovery maps systems, data and risks and produces an implementation plan you can use with or without us.

02Can you work with our developers?

Yes. We regularly work alongside in-house teams, documenting everything we build.

03What if a system has no API?

There are often alternatives: webhooks, exports, form endpoints or official integrations. We assess what is reliable before committing to an approach.

→ / Other services