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Data Cleanup & Integrations.

The same numbers live in your books, your industry software, and a spreadsheet somewhere. We make them agree, then keep them that way.

Most small businesses run on two to four copies of the same information: the accounting software, the industry software, a spreadsheet or two, and a stack of paper. Every copy drifts a little. So you stop trusting the numbers, and you burn hours retyping and double-checking instead of working.

This service fixes both halves. Cleanup makes your data trustworthy: duplicates gone, formats standardized, one source of truth. Integrations keep it that way: your systems talk to each other, so a number entered once shows up everywhere it belongs. The screenshot below is what that feels like. Two systems, reconciled to the penny, on command.

What it looks like
real task: quickbooks vs property software, april commissions reconciled to the penny from one slack message
real task: quickbooks vs property software, april commissions reconciled to the penny from one slack message
property software, quickbooks, excel, and the client portal feeding one source of truth
property software, quickbooks, excel, and the client portal feeding one source of truth
In practice

you'll recognize at least one of these

the sync that made it worse

You flipped on the connection between your field app and QuickBooks and the customer list tripled: the same client shows up three times because one system says LLC and the other formats the phone number differently. We scrub both lists before anything syncs, merge what already slipped through, and lock down who gets to create a new customer.

books stuck on the 10th

Someone keys yesterday's restaurant sales into QuickBooks by hand, the card deposits land net of fees, and month-end drags past the 10th because nothing ties out. We map your POS categories to the books once, then the daily numbers post themselves and you only review the exceptions.

sold it twice

An item walks out the door at two in the afternoon, still shows in stock online, and by closing you're refunding an order and writing an apology. We give the register and the online store one inventory count, updated the moment anything sells.

the estimate you type twice

The quote gets built at the kitchen table in the estimating app, then rebuilt line by line in QuickBooks so you can invoice it. That's most of a day every week spent copying your own numbers. We connect the two so the estimate becomes the invoice on its own.

payroll by spreadsheet

Every other Sunday night it's you, a spreadsheet, and every stylist's commission tier, product sales, and card versus cash tips, keyed into payroll by hand. It worked at three chairs. It quietly collapses at eight, so we pipe the booking system straight into the payroll run and the math does itself.

the morning deposit ritual

Every morning before the first patient, someone opens yesterday's deposits in the practice software and re-keys them into QuickBooks, because the built-in sync never really worked. We set up one end-of-day summary that posts on its own, so mornings start with patients instead of data entry.

On the bench right now

This page isn't theory. One of our current engagements is a monthly data transfer for an insurance client: tenant rolls arrive from different companies in different formats, and we move them into the insurer's system with each company's policy codes handled correctly. Same job, every month, done right. see the use cases →

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