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AI integration and automation services

AI Integration and Automation That Connects the Stack You Already Run

We embed AI into your CRM, ERP, billing and messaging so records and decisions move between systems without a person in the middle. Nothing gets migrated, and every automation is monitored.

Book a systems auditSee what we have shipped

Your integration layer is probably a person

In most growing businesses the integration layer is a person with two browser tabs open, copying a value from one system into another. They are the least reliable and most expensive part of the stack.

AI integration and automation replaces that copying with a connection. Systems exchange records directly, and AI handles the parts that used to need judgement: reading a document, classifying a request, drafting a reply.

Where an API exists we use it. Where it does not, we build the bridge. The systems you run today stay the systems of record.

What we build

Connections, automations and the AI that sits between them.

CRM, ERP and billing integration

Two-way sync between the systems that hold your customers, orders and money, with conflicts handled instead of ignored.

AI-assisted intake

Messages, emails and forms read, classified and routed to the right record automatically, with the original attached.

Document and data extraction

Structured data pulled from PDFs, scans and photographs and written where it belongs, instead of retyped.

Multi-step workflow automation

Approvals, reminders and hand-offs that run on their own, pulling a person in only for decisions.

Write-back and reconciliation

Changes flow back to the system of record, and mismatches surface instead of hiding until month end.

Monitoring for every automation

A control room showing which automations are running, which failed, and whether the data they produce is any good.

Automation that fails loudly

The risk in a connected stack is the quiet failure nobody notices for weeks. We design against it.

  1. 01

    The system of record stays the record

    Each platform keeps what it owns. We bind them through one identity map and normalise the data, rather than replacing anything.

  2. 02

    Safe to retry

    A job that runs twice or fails halfway does not duplicate or corrupt data. Retries are designed in, not hoped for.

  3. 03

    Failures are visible in minutes

    Alerts and a dashboard show a broken automation quickly, so a dead scraper is a notification, not a surprise at quarter end.

  4. 04

    People own the exceptions

    When a record does not fit the rules, it lands in a queue with context for a person to resolve, instead of being guessed at.

  5. 05

    Access kept narrow

    Credentials stay server-side, and each integration gets only the permission it needs in each system.

Integrations we have put into production

Each connected tools the business already ran.

Multi-agency recruitment platformAgentFlowPer-seat CRM portal licences replaced with a custom agent portal on a two-way Zoho CRM sync, so the network can grow without the bill growing.Read case studySupport operations consoleMeridian ConsoleFour support and finance platforms bound through one agent identity map, adopted with no migration off any of them.Read case studyOperations visibilityChampDataTek70+ scrapers across multiple servers with no way to know which had failed. We built the control room and the alerting.Read case study

How an integration runs

  1. 01

    Map the flow

    About a week. We trace one process across your systems and find where a person is doing the connecting.

  2. 02

    Connect one path

    One flow, built end to end with logging, so you see real records moving rather than a plan.

  3. 03

    Add the AI where it earns it

    Reading, classifying or drafting is added only where it removes real work, with a person reviewing the doubtful cases.

  4. 04

    Monitor and widen

    A first automation is typically live in three to four weeks. We add paths once the first has run clean.

AI integration and automation, answered

They connect AI to the systems you already use, such as your CRM, ERP, billing and messaging, so it can read the records and act on them. That covers the integrations themselves, the AI steps in between, and the monitoring around both.

Integration moves data between systems. Automation runs a process on its own using that data. Most useful projects need both: records that flow, and steps that happen without someone remembering to do them.

The usual stack: Zoho, Shopify, Stripe, CRMs, helpdesks, messaging platforms and warehouse or accounting systems. If it has an API we use it. If it does not, we build the bridge.

We build the bridge. Depending on the system that can mean a scheduled export, a controlled automation of its interface, or a small service in front of it. We tell you the trade-offs before choosing.

Every automation reports to a monitoring dashboard with alerts, so failures surface in minutes. Jobs are safe to retry, and anything that does not fit the rules goes to a person with context.

The audit takes about a week and a first integration is typically live in three to four weeks. Cost depends on the number of systems and how much AI is involved. We scope it after the audit, so you know what you are buying before you commit.
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Read more
Systems IntegrationYour integration layer is a person with two browser tabs openMost businesses already have an integration layer. It is a human being, and they are the least reliable and most expensive part of the stack.Document IntelligenceYour documents are not a knowledge base yetA folder of contracts is not something you can ask questions of. Getting from one to the other is data engineering, not a model choice.How We EngageName the number before you write the codeIf a build has no agreed metric, its success becomes a matter of opinion. Opinion always favours whoever is presenting.

Show us the process that lives in two browser tabs.

Thirty minutes with an engineer. You leave with a map of what could be connected, in what order, whether you hire us or not.

Book a systems audit