Services Systems integration and automation
Stop paying people to rekey data between systems.
We connect the systems your team rekeys data between, and keep a record of every automated step for the times they disagree.
25+ years in enterprise IT, including Fortune 500 regulated-data environments.
No preparation needed. You leave with next steps in writing.
Assess, build, embed
- 25+ yrs enterprise IT
- Fortune 500 regulated-data environments
- Founder-led
Stop paying people to rekey data between systems that should already agree, and get a record of every automated step for the times they do not.
Often the honest answer to an AI question is automation with no AI in it. This is that service.
The problem
Every rekeyed field gets paid for twice.
Once when somebody types it, and again when somebody reconciles it against the system it should have matched. That is the visible cost of critical systems sitting in silos with brittle one-off scripts between them. The deeper cost is quieter: nothing keeps a record of what ran, so a missed step is only ever found downstream, by which point the correction is a project rather than a keystroke.
What we do
What the manual version stops costing you.
- The rekeying stops and the hours go back to the team, because the systems you already depend on exchange data directly instead of through a person.
- The internal workflows run with oversight rather than as unsupervised scripts, so nobody spends a morning finding out whether last night worked.
- AI agents plug into the same stack, deployed inside your environment, so a new capability does not open a new vendor boundary to review.
- A reviewable record of every automated action, including the ones that failed, which is what keeps a missed step from becoming a downstream reconciliation.
In practice
One workflow, before and after.
- Before
- A new order arrives by email. Someone rekeys it into the ERP, updates the CRM, and pings finance. Three systems, three manual steps, three chances to introduce an error, and no record at all if one of them gets missed.
- After
- The order is captured once, validated, written to the ERP and CRM, and finance is notified, with every step logged and any exception routed to a named person. The hours that used to go into the middle of that go somewhere else.
- Systems we connect
- The tools you already run and already pay for, including Salesforce, Microsoft Dynamics, HubSpot, Marketo and GoHighLevel, plus the ERP, finance, ticketing, and document stores around them, with AI agents wired into that same governed stack. Where an agent writes into the CRM or case system, it writes under its own scoped identity, so the action lands in that platform's native audit history rather than under a shared login nobody can attribute.
- Where a record quietly goes missing
- A malformed record in a batch feed rarely announces itself. It gets dropped, or it lands with one field silently wrong, and nobody finds out until a reconciliation weeks later, when the fix costs far more than catching it would have. We treat the dead-letter path as a first-class part of the design: nothing fails quietly, and every rejected record carries a reason and a named owner.
What you get
What accountable automation includes.
- Integrations across the systems you already run, so data flows instead of being rekeyed and reconciled
- Automated internal workflows with approval gates on the steps that carry risk
- Failure handling that retries where safe, then stops cleanly and routes the work to a named owner rather than failing silently or corrupting data you later pay to repair
- Full logging of every automated action, retained in your own environment, so a question about last month costs a query rather than an investigation
How we deliver it
Automation you can account for.
The same governance covers the integrations and the automations, with permissioning, approval gates, and audit logging, so internal automation is accountable rather than a black box you pay to investigate later. Where the traffic already runs on a standard we work inside the standard rather than around it: HL7 v2 messaging and FHIR R4 resources on the clinical side, X12 837 claims and 835 remittances along with 270 and 271 eligibility checks in administrative traffic, and plain structured records everywhere else. Working in the standard is cheaper than translating out of it, and it is the difference between an integration that survives the next upgrade and one that gets rebuilt.
How a governed agent runs
Where this shows up
See the work in context.
Is this you
- Who this is for
- Best for teams moving data by hand between systems that do not talk, paying for it in hours and in errors, with no record of what ran.
- Who it is not for
- Not for one-off scripts where governance and an audit trail add no value. If the systems already talk and the real problem is that the numbers disagree, start with data foundations.
Questions
Questions leaders ask.
- How is this different from a plain integration or a Zapier-style automation?
- Those move data and assume it worked, which is fine until the day it did not and somebody has to work out what happened. We add permissioning, approval gates on risk-flagged steps, safe failure handling, and an auditable record, so the automation is accountable rather than a black box that costs a day to inspect.
- What happens when an automated step fails?
- It retries where that is safe, and if it still cannot complete, it stops cleanly and routes the work to a named owner instead of failing silently or corrupting data. Silent failure is the expensive kind, because the cost compounds until somebody notices.
- Can you connect to the systems we already have?
- Yes, and that is usually the cheapest path. We work hands-on with Salesforce, Microsoft Dynamics, HubSpot, Marketo, and GoHighLevel, alongside the ERP, finance, and ticketing systems around them, and connect AI agents into that same governed stack. Where the exchange runs on a published standard such as HL7, FHIR, or X12, we work in the standard rather than building a translation layer you would have to maintain.
Evidence
A custom marketing administration module that produced more than $75,000 in sales in its first month of operation.
Diamond Alarm $75K+ sales in the first month of operation
If this is on your plate, let's talk.
A twenty minute intro call is the simplest next step: we work out which step fits, and you leave with one specific thing to act on. If you want the senior read on your business rather than a routing conversation, that is the AI Leverage Briefing.
Within one business dayYour scope is settled, in writing.
What you walk away with Prioritized 90-Day Roadmap · Risk Register · Governance and Compliance Gap Assessment · Safe-to-Deploy Read
25+ years in enterprise IT, including Fortune 500 regulated-data environments. See a named result
If AI is not the right tool for your problem, you will hear that from us.