Stop making people the integration layer.
Connect your systems, clarify data ownership, end duplicate updates.
- 20–30 minute review
- No preparation needed
- One sync mapped
Sync1 truth
The work of keeping systems aligned
Every one of these exists because the integration lives in people, not in a system.
Disconnected systems of record
CRM, ERP, and accounting each hold their own version of the customer — and none of them agree.
Duplicate data entry
The same account, order, or invoice keyed into two or three systems by hand.
Spreadsheet reconciliation
Month-end spent exporting and matching rows to figure out which system is right.
Records that drift
Prices, statuses, and customer details slip out of sync and quietly cause downstream errors.
Fragile point-to-point scripts
One-off connections that break silently and no one owns until something downstream fails.
Handoffs that wait on re-keying
Orders and invoices queue behind whoever’s turn it is to copy them across.
All six are one problem: people are the API between your systems of record. Replace that job with a real integration layer, and the rest of the list starts disappearing with it.
Records that stay in sync
Account, order, and invoice records flow both ways through a reliable integration layer. Each record has a defined source of truth, so CRM and ERP agree without anyone re-keying data or reconciling spreadsheets at month-end. Here is what that looked like in production.
Store, warehouse, and supplier systems synchronized into one connected inventory platform across 127 locations — every record with a defined source of truth.
With every system agreeing in real time, replenishment ran on live data instead of morning exports — $890K recovered in the first year.
See the re-keying disappear
Pick the record that hurts most — today on the left, through the integration layer on the right. A representative pattern; your field mapping will be exact.
- 1Deal closes, account created in the CRMonly in CRM
- 2Details emailed to finance for ERP setupinbox limbo
- 3Finance re-keys the account by handre-keyed
- 4A billing detail slips in wrongsilent error
- 5Two systems now disagree about the customerdrift begins
Days to billable · keyed twice, drifting from day one
- Account created once, in the CRMsource of truth
- Record propagates to the ERP instantlyauto
- Fields validated against the mappingverified
- Both systems agree from day onein sync
Minutes to billable · keyed once, verified
Works with the systems you already run
No rip-and-replace — the layer wires into your stack.
The capabilities that deliver it
A CRM/ERP integration layer is built from three engineering capabilities working together.
Integration & Platforms
Reliable APIs and a real integration layer so CRM, ERP, and accounting share one synchronized source of truth.
Automation
Sync logic, transformations, and reconciliation rules that keep records aligned without manual entry.
Product Engineering
The integration layer is production software — versioned, tested, and monitored like a product, not a pile of scripts.
How much human integration are you running on?
Slide to your reality. This is only arithmetic — the review tells you which of those records a real integration layer should move.
≈ 460 hours a year of people acting as the API — re-keying, checking, and reconciling records a system should move.
Assumes ~46 working weeks a year. We will tell you which of those records a layer should move — and which it should not.
From manual reconciliation to synchronized systems
Four steps, and each one hands you a concrete artifact — not a status update.
Map the records
We trace how accounts, orders, and invoices actually move between CRM, ERP, and accounting — and where people fill the gaps by hand.
You get · A field-mapping doc of how records really flow
Done when · The sync that costs the most reconciliation is chosen
Design the sync
We define the source of truth per record, transformation rules, and how conflicts get resolved — explicitly, on paper.
You get · A data ownership matrix — who owns which field
Done when · Every field has one owner and one direction of flow
Build the layer
We build a real integration layer with reliable APIs, retries, and safeguards — not fragile point-to-point scripts.
You get · The first record syncing end-to-end in production
Done when · A record entered once appears correctly everywhere
Operate and verify
We ship with monitoring and reconciliation checks so drift is caught the moment it starts, not at month-end.
You get · Monitoring with reconciliation checks on every sync
Done when · A full week passes with zero manual reconciliation
Where a CRM/ERP Integration Layer fits
We would rather map the wrong sync out than sell you an integration you do not need.
Good fit when
- People re-key the same records between CRM, ERP, and finance
- Data conflicts across systems and no one is sure which is right
- Month-end is lost to spreadsheet reconciliation
- You have clear systems of record, they just do not stay in sync
Not a fit when
- A single native connector already keeps the two systems in sync
- The systems have no APIs or exports to integrate against at all
- The real need is a new product to build, not systems to connect
- Records are entered once and never need to flow between systems
Not sure which side you are on?
CRM/ERP Integration questions
How is this different from a Zapier connection between two apps?
A single automation between two apps is fine until volume, edge cases, and reconciliation matter. We build a real integration layer with reliable APIs, defined sources of truth, conflict resolution, retries, and monitoring so CRM and ERP stay in sync in production instead of breaking silently.
Stop being the integration layer
We will map how records move between your CRM and ERP, find the sync that costs you the most, and show you the first integration to build.
20–30 minutes · No preparation needed · Not ready for a call? Send a note instead