Integration and data-flow design
Source-of-truth decisions, field mapping, triggers and reconciliation for customer, invoice, payment or operational records. Accounting rules and approvals are agreed with the responsible team.
Software & AI development
Business Systems & API Integration Services UK
Business systems and AI integration services connect your CRM, accounting software and operational tools so information moves without manual re-entry. I build API and webhook integrations for UK businesses, including bounded AI steps where interpreting documents or conversations is useful. Data ownership, validation, permissions, retries and monitoring are designed into the scope so failures are visible and recoverable.
Discuss this service ↗Is this right for you?
Who this is for, and who it isn't.
A good fit if
- Staff copy customer, invoice or project information between platforms by hand
- A one-off script or integration keeps breaking without anyone noticing
- You need CRM and accounting software to share approved records or payment status
- An AI feature needs controlled access to business data and systems rather than a disconnected chatbot
Probably not the right fit if
- A built-in connector or low-code tool already handles the flow reliably
- The underlying process needs redesigning first: see Custom applications and internal tools
- You cannot provide appropriate API access, a data owner or someone to test the receiving records
What you get
A practical result, not just a conversation.
API, webhook or AI integration
The connection built against your platforms, with narrow permissions and explicit authority for any AI-assisted step. A prepared draft is kept distinct from an approved financial or customer action.
Error handling and observability
Input validation, duplicate prevention, bounded retries, actionable alerts and a route for incomplete records. Logs should explain failures without unnecessarily exposing personal or financial data.
Data handling and support runbook
Agreed credential storage, access, retention and any AI-provider data sharing, plus documentation for monitoring, safe replay, reconciliation and manual fallback. Ongoing support is scoped separately.
How it works
Three stages, agreed up front.
Map the data and constraints
I identify systems, ownership and approval rules with your team, check API capabilities and subscription limits, and compare supported connectors before proposing custom code.
Build and test the awkward cases
I deliver a first useful data flow and test representative records, duplicate events, unavailable services, expired credentials and partial updates. Your team checks the receiving records against agreed acceptance criteria.
Monitor and hand over
I document monitoring, recovery and access, agree who owns exceptions and hand over the workflow. The first stage can be discussed directly when you already have a brief.
Evidence
Relevant work you can check.
Published projects and guides that show this kind of work in practice.
Accounts payable automation
Invoice intake, PDF extraction and approval workflows for construction companies, with integration experience across QuickBooks, Xero, Sage 50 and SimPro.
Read the case study ↗A2V compliance management system
Replaced fragmented departmental workflows with a single source of compliance and project data, integrated with Sage 200 and Monday.com.
Read the case study ↗Automotive finance CRM
Internal CRM integrating ten existing APIs, with AI-assisted conversations. Supported more than 2,000 production deployments in 18 months and trained over 60 employees.
Read the case study ↗Common questions
Before you get in touch.
How much does an integration cost?
Builds are scoped in stages. I agree a first stage with a fixed scope and price with you, then plan the next stage with you based on what the first stage has taught us. That keeps cost predictable without pretending every requirement is known on day one.
Which platforms have you integrated with?
Published examples include QuickBooks, Xero, Sage 50, Sage 200, SimPro, Monday.com, WhatsApp and a CRM connecting ten existing APIs. These demonstrate experience, not a ready-made connector for every configuration. I check API access, supported operations, permissions and platform limits before confirming scope.
Why do integrations break?
Usually because of changes in the connected platform, unexpected data, expired credentials or missing retry logic, combined with no monitoring. Good integrations assume these will happen and make failures visible.
Can you connect our CRM to our accounting software?
That is a common integration scope: agree which system owns customer details, when an invoice draft can be created and how payment status returns. Tax rules, approvals, duplicate prevention and reconciliation need to be explicit. I check your platforms and workflow before recommending a connector or custom integration.
How does AI integration differ from ordinary systems integration?
Ordinary software moves known fields and enforces exact rules. AI may interpret variable documents or conversations, but its output needs validation and human review where mistakes matter. Permissions, calculations and financial approval remain controlled software and business decisions.
How do you handle sensitive data and access?
We agree the minimum data and permissions needed, credential handling, retention and who can inspect logs. If AI providers receive data, their terms and settings are reviewed against your requirements before use. This is scoped engineering work, not a blanket compliance certification.
Published integration examples
Connections built around real records.
These are published examples of experience, not off-the-shelf connectors or promises that every platform edition supports the same workflow.
Invoice intake to accounts
Email intake, PDF extraction and approval workflows, with integration experience across QuickBooks, Xero, Sage 50 and SimPro.
Explore invoice automation ↗Sage 200 and Monday.com
A compliance management system connected departmental compliance and project information with finance and work-management platforms.
Explore the compliance project ↗A CRM integrating ten APIs
An automotive finance CRM brought customer and task management, reporting, AI-assisted conversations and automated communication into an internal system.
Explore the custom CRM ↗For your project, we first confirm source-of-truth records, API access, platform limits, approval rules and who handles failed updates. Read the CRM-to-accounting integration guide ↗
Work with me
Is this the right place to start?
Tell me what you are trying to achieve and you and I can work out the most useful next step. Start with a 30-minute call with me.