A family office
Four accounting systems now feed one consolidated P&L.
- Groups
- Connect
Connect
Make the tools you already pay for work together.
- APIs and integrations
- Data pipelines
- Reporting and dashboards
- Migrations
What’s included
APIs and integrations
Your systems passing data to each other directly, instead of through someone’s inbox.
Data pipelines
Data collected from where it lives and kept in one place you can trust.
Reporting and dashboards
The numbers you check every week, kept up to date without anyone building the report.
Migrations
Moving off an old system without losing records or a week of work.
You might need this if
The same customer is typed into three systems.
Month-end means exporting spreadsheets and stitching them together.
Nobody trusts the numbers because every report disagrees.
You’re stuck on an old system because moving feels risky.
How it usually runs
- Typical length
- One to three weeks for each integration.
- You get
- Your systems connected, with a record of what moves where.
- We need from you
- Access to the tools, and someone who knows where the data comes from.
- After
- We watch the connections and fix them when a tool changes.
An example
Clients are described by the kind of business they run, not by name.
Questions
Something else on your mind? Ask it in the form below.
Which tools can you connect?
Most tools with an API or an export. We check yours on the first call.
Do you replace our current systems?
Only if it’s worth it. Connecting them is usually cheaper.
What’s the job your team would most like to stop doing by hand?
Tell us a little about it and we’ll set up a thirty-minute call.