Numbers that never quite agree.
Your CRM, ERP, accounting, and spreadsheets kept in sync automatically, plus a live dashboard on top — so decisions are made from current numbers instead of a spreadsheet someone updates once a week.
Common triggers we get called in for
- The same numbers are maintained by hand in two or more systems, and they drift out of sync.
- Leadership waits on someone to manually pull together a report before making a decision.
- Costs or margins are tracked in a spreadsheet that's always a bit out of date.
- Your CRM and accounting/ERP system don't talk to each other at all.
Sync, one store, one place to look
Scroll the diagram sideways to follow the full flow.
Two-way sync is only safe once you have decided which system is the master for each field. Making that decision is part of the engagement, not an afterthought.
What this looks like in practice
AP & input-cost tracker
A prototype we built to test this pattern, for an agribusiness use case: accounts-payable and input-cost data from separate spreadsheets and accounting exports are pulled together automatically into one live view, so margin per input can be checked at any time instead of waiting for someone to reconcile it manually at month-end.
Tired of reconciling the same numbers by hand?
We'll look at your current systems on the discovery call and tell you honestly what's realistic to sync.
Book a free discovery call