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Use cases / Systems integration

Systems integration.

Decades of data in an older ERP, put to work in the tools your team uses today, without changing the system itself.

Examples shown. The same approach applies to ERP, accounting, CRM and document systems, including older ones without an API.

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Example outputs Morning dashboard2 late orders today QuickBooksInvoice drafted · $5,580 Job history searchBRK-104 · 4 results
  • Read-only export
  • Record matching
  • Morning dashboard

Example · Legacy ERP bridge

Legacy ERP data, on a modern dashboard.

Even without an API, we read your existing system safely, validate the data, and provide a daily view of late and at-risk orders.

Reads your legacy ERP without modifying it. Validates and matches every record. Reports late orders every morning.
  • ERP → QuickBooks
  • Customer matching
  • Approval step

Example · ERP ↔ QuickBooks

Data entered once.

When an order ships in your ERP, a matching invoice is drafted in QuickBooks with the customer record already linked. No re-keying required.

Monitors shipments in your ERP. Drafts the invoice in QuickBooks. Approved by you, consistent in both systems.
  • Job history
  • Past prices
  • Drawings & notes

Example · Job history search

Complete job history, one search.

Past orders sit in the legacy ERP, while drawings and setup notes sit on shared drives. A single search retrieves both, including previous pricing.

Searches the legacy ERP and shared drives. Retrieves past orders and pricing. Returns the drawing and setup notes.

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Tell us about the process that takes up your team’s time, or the system you are concerned about. We will give you a clear, honest view of whether we can help.

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