Your teams re-enter the same information in three tools
Starting point
A customer is created in the CRM, then copied into the invoicing tool. Invoices and payments are entered again in the accounting software.
An address changed in one place stays outdated elsewhere. The gaps show up at reconciliation time, when someone has to trace where each error came from.
The solution we can build
An integration layer that moves validated information between your tools, within the access and APIs each vendor provides. Every exchange is checked and logged, and can be retried if it fails. Uncertain cases are flagged to a person instead of being corrected automatically.
Essential features
- Review of each tool’s APIs, access and data rules
- Field mapping between the systems
- Synchronization of customers, invoices and payments
- Consistency checks before each transfer
- Exchange log and error reporting
- Retries for failed operations, without duplicates
Expected benefits
- Information entered once
- Fewer gaps between tools
- Errors made visible and handled, instead of discovered late
- Simpler reconciliation
Indicators to track
These measures let us check with you whether the solution has the intended effect.
- Re-entries
- Pieces of information entered more than once.
- Data errors
- Discrepancies detected between the systems.
- Reconciliation time
- Time needed to bring the tools into agreement.
Does this look like your situation?
Describe your context. The first conversation is about understanding your situation and finding a suitable next step.