We connect the systems your company already uses, like the ERP, CRM, bank and invoicing, so data flows from one to the other with no retyping and no spreadsheets in between. Every transfer is logged, and you get an alert when something fails. You approve every step.We connect your company's ERP, CRM, bank and invoicing, with no retyping and no spreadsheets in between. Every transfer is logged. You approve every step.
Each system handles its own part. The problem shows up between them: the order typed in again, the spreadsheet that carries data from one to the other, the number that doesn't match between two reports. In these cases, the answer is an integration, which moves data from one system to the other following your company's rules. See if any of these sound familiar.Each system handles its own part. The problem shows up between them: the order typed in again, the spreadsheet in the middle, the number that doesn't match. See if any of these sound familiar.
You needWe do
A deal closed in the CRM flows into the ERP on its own, with the items and terms.
The integration moves data between systems, with no exporting, pasting or importing.
Records, prices and balances match everywhere, with one source system per data point.
The Pix for a charge issued by the system is marked as paid in finance instantly.
Numbers from every system on a dashboard that updates itself.
A dashboard of every transfer, with alerts to the owner when something fails.
Each integration starts from information that today passes from one system to another through someone's hands, and depends on the entry points the systems offer. Yours might be one of these, several together or one only your company has.Each integration carries information from one system to another that today passes through someone's hands. Yours might be one of these, or several together.
The ten most requested
An accepted CRM proposal becomes an ERP order, and the rep tracks the invoice and delivery.
Payments approved by finance go to the bank with no one retyping them.
The invoice comes from the approved order, and the file goes to the client and accounting.
Invoices issued to the company enter the ERP without waiting for the supplier's email.
Freight quotes and tracking come back to the order, without logging into each carrier's system.
Agents see the client's orders, invoices and payments without opening another system.
A record entered once in HR reaches payroll with the same data.
New hires get their role's access and leavers lose all of it, in systems that allow it.
What production records and uses reaches the ERP and inventory, with no manual entry.
Sales, finance and operations on one dashboard, with data coming from each system.
The same method on every project, with one person accountable from the first meeting to support. At each step, you see what we do, what you get, who on your team takes part and what you approve.The same method in every project, with one person accountable from kickoff to support. At each step: what we do, what you get, who takes part and what you approve.
Step 011 / 6
You approve
Scope and proposal.
Step 022 / 6
You approve
The rules.
Step 033 / 6
You approve
What goes into the next cycle and any scope change, in writing.
Step 044 / 6
You approve
The integration that goes live.
Step 055 / 6
You approve
The day the team stops retyping.
Step 066 / 6
You approve
Improvements, planned in cycles.
The full method, including the tech and the team, is covered in How we work
The integration is in your company's name, with the code, the documentation and the map of what's connected. Every transfer is logged. If a system doesn't respond, the transfer waits, retries, and the person in charge is alerted.The integration, the code, the documentation and the map of what's connected are in your company's name. If a system doesn't respond, the transfer retries and the person in charge is alerted.
Each transfer has a number, checked before saving so it never goes in twice.
If a system doesn't respond, the integration retries at intervals and resumes where it left off.
What was sent, when and the result of each transfer, for the company to check.
The person in charge gets the alert. With support, the fix has a contractual deadline.
Only the access the integration uses, with passwords and keys protected.
Code, rules and the connection map, in your name.
The integration runs on our managed hosting or in your company's cloud. Explore our hosting
What executives and managers ask before starting an integration.
Yes. The integration connects what the company already uses, without changing what each system does. If one of them has no entry point for another system to talk to it, discovery lays out the options before the scope: ask the vendor, replace that system or build the missing piece custom.
It works with those that have an entry point: an API (the way one system talks to another), file exchange or authorized access to the database. With third-party systems, including the bank's, what the vendor allows is what counts, and some charge for that access. We don't use bots that type into another system's screen: they break when the screen changes.
It depends on how many systems, what passes between them and the entry points each one has. After your request, our sales team sends a written proposal with scope, timeline and investment. You can start with a single integration, the one that saves your team the most typing.
When the source system reports what happened, the integration acts right away. When it doesn't, the integration checks periodically, at the agreed interval. Discovery defines what needs to be immediate and what can wait.
It helps, but it doesn't have to be a team. Someone at the company grants access or authorizes the request to each system's vendor, and we handle the rest: the technical talks with vendors, the build, the testing and the follow-up.
The integration has to keep up, and support takes care of that. When the vendor announces the change, we test the integration ahead of time; when it comes without notice, the dashboard shows the failure and the fix goes in within the contractual deadline. This also applies to new tax rules, like the alphanumeric CNPJ.
Only what's necessary: a transfer waiting for a system to come back is held until it goes through, and each transfer's log is kept for the agreed period, for auditing. If the integration runs in your company's cloud, everything stays there. Only the data the rules use passes through, and the contract states how we handle personal data, in line with the LGPD.
Only with approval from whoever the company authorizes. For incoming payments, it doesn't move the account: it gets the bank's notice and marks the item paid in finance. For outgoing payments, it only sends the bank what's been approved and, when the bank offers that step, final release stays with whoever the company authorizes.
Check what the integration needs to solve and describe what passes from one system to the other. Our sales team reads your request and sends a written proposal with scope, steps and investment.Check what the integration needs to solve and describe what passes from one system to the other. Our sales team will send a written proposal.
