The pattern looks the same across almost every workflow we build:

EXISTING SYSTEM (IN)

e.g. POS, spreadsheets, or documents

CUSTOM AUTOMATION LAYER

Extracts, checks, and moves the data automatically

EXISTING SYSTEM (OUT)

e.g. accounting software or reports

The systems on either side, and what the automation layer does between them, are configured around your business.

What Can Be Connected?

Documents Automation Accounting

Capture information from business documents, validate it, and prepare it for your accounting workflow.

Excel Automation ERP

Transform spreadsheet-based processes and move structured information into your existing business systems automatically.

POS Automation Reporting

Collect and transform sales data so recurring reports can be generated without manual consolidation.

Email Automation Approval Accounting

Route incoming financial information through validation and approval before sending the final data into the appropriate accounting workflow.

The Automation Layer

We sit between the systems your business already uses and automate the repetitive work required to move information between them. Depending on the workflow, that can include:

  • Data extraction
  • Data transformation
  • Validation
  • Business rules
  • Reconciliation
  • Routing
  • Approval workflows
  • File generation
  • Scheduled processes
  • Reporting

Systems We Can Work Around

Accounting

  • Pastel
  • QuickBooks
  • Xero
  • Havano
  • Zoho Books
  • Other accounting systems

POS & Sales

  • SambaPOS
  • Other POS systems

Business Data

  • Excel
  • CSV
  • Google Sheets
  • Databases

Documents & Communication

  • Email
  • PDF documents
  • Structured files

These are examples, not a fixed list of guaranteed integrations. Integration options depend on the system and your current setup.

Don't See Your System?

That doesn't necessarily mean we can't automate it.

We assess the available integration options, including APIs, file imports and exports, databases, and other supported interfaces, to determine how the system can fit into an automated workflow.

Talk About Your Workflow

We Don't Replace Your Systems. We Make Them Work Better Together.

The goal isn't to introduce another piece of software into your business. It's to eliminate unnecessary manual work between the systems you already rely on.

Have Systems That Don't Talk to Each Other?

Tell us how information currently moves through your business. We'll identify where automation could eliminate repetitive work and determine whether there's a genuine business case for connecting the workflow.

Book an Automation Assessment