For growing businesses whose tools each hold half the story
Two systems, one set of numbers.
Your field app knows the job is done. QuickBooks finds out when someone retypes it. A custom integration moves each record across the moment it changes, logs what it did, and tells a person when something looks wrong. Data is keyed in once and trusted everywhere.
How it works · Sheet S-01
Sound familiar?
Signs two of your systems need a bridge.
Most of these trace back to one missing connection between tools that already do their jobs well.
- Completed jobs sit in the field app for days before anyone bills them.
- Customer details differ between the CRM, the ERP, and accounting.
- A Zapier chain broke last month and nobody noticed for two weeks.
- Someone exports a CSV every Friday so another system can import it.
What we build
Common connections we build.
These are patterns, not client stories. Each one starts with a short audit of both APIs.
| Job | Today | After |
|---|---|---|
| Field service to accounting | Closed ServiceTitan or Jobber jobs rekeyed as QuickBooks invoices | Invoices and payments posted to QuickBooks Online when a job closes, with a log of every record |
| Ecommerce to fulfillment | Shopify orders copied into the ERP or a shipping tool | Orders, stock levels, and tracking numbers passed both ways automatically |
| CRM to operations | Won deals re-entered as projects or work orders | A signed deal in HubSpot or Salesforce opens the project with the right customer and scope |
| Practice management to billing | Time and matter data exported to spreadsheets for invoicing | Billable entries flow to accounting with a review step before anything posts |
| Microsoft 365 | Forms, SharePoint lists, and Teams messages handled by hand | Graph API and Power Automate route data into your line-of-business systems |
| Legacy or on-prem data | An old database only one report can read | A small API or scheduled bridge so newer tools can use that data safely |
Published integration prices
Know the number before we start.
These are our published ranges. The audit fee is credited toward the project.
Both APIs reviewed, sync rules drafted, and a written price for the build.
One trigger between two tools, such as a closed job creating a draft invoice.
Two-way sync with conflict rules, retries, error alerts, and written runbook.
Once the data agrees, one dashboard that reads from both systems.
Software integrations FAQ
Integration questions we hear most.
How much does a QuickBooks integration cost?
A full two-way QuickBooks Online integration is $2,500–$7,500 on our published price list. A single one-direction workflow, like closed jobs becoming draft invoices, starts at $750–$1,500. The audit gives you a written price before any build starts.
Can ServiceTitan sync with QuickBooks Online automatically?
Yes, when your ServiceTitan plan includes API access. We read invoices, payments, and customers from ServiceTitan and post them to QuickBooks Online on a schedule or as they change. Any record that fails a rule is held for a person to review instead of posting wrong numbers.
Why not just use Zapier or a marketplace connector?
Use them when they fit. Off-the-shelf connectors are cheap and fine for simple, one-way moves. A custom integration earns its price when you need matching logic, two-way updates, error handling, or an audit trail. We'll tell you in the audit if a ready-made connector solves it.
What happens if one of the systems changes its API?
We watch for it. Every integration logs its calls and alerts on failures, so a breaking change shows up in the logs quickly. A Care plan covers small fixes; bigger changes get a written quote.
A note from Dean
I've connected systems through Microsoft Graph, OAuth2, Auth0, and MSAL, and run a self-hosted API gateway with its own monitoring. That habit carries into every integration I build: log each call, alert on failure, and never let a bad record post silently. You'll talk to me directly about your systems.
Dean Whitten
Start here
Name the two systems you retype between.
You'll hear back within two business days with a useful next step, even if that step is a setting you haven't turned on yet. Rather call or text? (478) 954-7760