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The tools we plug into (and the ones we quietly replace)

Most growing businesses don't have a software problem. They have a joining-up problem. Here's what we connect, what we automate around, and the fragile bits we tend to retire on the way through.

6 min readChivvy

Ask a business owner what software they run and you'll get a shrug and a long list. Xero for the books. A CRM someone set up in 2021. A spreadsheet the operations lead guards with their life. An inbox doing the work of a project manager. None of it is wrong. The problem is that none of it talks to anything else, so people become the integration. They copy a number out of one system and type it into another, all day, and call it a job.

That's the gap we build across. We don't turn up wanting to rip out your stack and sell you ours. Most of your tools are fine. What's missing is the wiring between them. Here's what we plug into, and what tends to quietly disappear once the wiring is in.

Accounting: Xero, QuickBooks, Sage

Your accounting system is usually the source of truth for money, and almost nothing else reads from it automatically. We connect to Xero, QuickBooks and Sage to push and pull invoices, contacts, payments and reconciliation data. That means invoices can be raised from the job that actually happened, not re-keyed from a job sheet. It means a dashboard can show you real cash position without someone exporting a report every Monday. The spreadsheet where someone tracks who has paid and who hasn't? That's usually the first thing to go.

Payments: Stripe, GoCardless

Money coming in is where manual processes cost you twice: once in time, once in the payments you forget to chase. We work with Stripe for card payments and GoCardless for direct debit, so takings, failed payments and subscription changes flow straight into your accounts and your records. Failed collection? A workflow can retry it, flag it and notify the right person, without anyone watching a payments dashboard. The reconciliation that used to eat a morning becomes a thing that has already happened by the time you look.

CRMs: HubSpot, Pipedrive

A CRM is only as good as the data going into it, and most of that data is entered by hand or never entered at all. We integrate with HubSpot and Pipedrive so that a won deal creates the job, the customer record and the first invoice without anyone retyping a name. New enquiries from your website land in the pipeline automatically. When a deal closes, the handover to delivery is triggered, not remembered. The parallel spreadsheet that sales secretly prefers tends to lose its reason to exist.

Job and field management

If your business sends people out to do things, you'll have some form of job or field management, or a spreadsheet pretending to be one. This is where disconnected tools hurt most: the job gets scheduled in one place, done in another, and invoiced in a third, with a person carrying the information between them. We connect scheduling, job records, timesheets and completion data so that finishing a job is what raises the invoice, updates the customer and frees the slot. No end-of-week catch-up. No jobs that got done but never billed.

E-commerce: Shopify, WooCommerce

Online orders arrive fast and never stop, which is exactly why manual handling breaks down. We plug into Shopify and WooCommerce to sync orders, stock, customers and refunds into your other systems in real time. Stock levels stay honest across channels. Orders become fulfilment tasks and accounting entries without a person acting as the relay. The nightly export-and-import ritual, and the errors it quietly introduces, both stop.

Comms: email, Slack, WhatsApp

Most businesses run half their operations through messages, which means half their operations are invisible to their systems. We wire in email, Slack and WhatsApp so the right notification reaches the right person at the right moment: a payment failed, a big order landed, a job is running late, a customer replied. The point isn't more alerts. It's fewer things depending on someone happening to check an inbox. Updates that used to be chased become updates that arrive.

Spreadsheets and Google Sheets

We're not anti-spreadsheet. A spreadsheet is often the right place for a human to look at numbers. It's a terrible place to run a process, because it has no memory of who changed what, no rules it enforces, and no way to stop two people breaking it at once. We connect to Google Sheets both ways: reading the ones your team likes as inputs, and writing clean, current data into the ones people actually want to read. Over time, the spreadsheets doing hidden operational work get replaced by something with rules. The spreadsheets people genuinely use for thinking stay.

And, generally, anything with an API

The named tools above are the common ones, but the real answer is broader: if a system has an API, we can usually connect to it. Booking platforms, delivery couriers, HR and payroll, stock suppliers, industry-specific software that only exists in your sector. Where there's no API, there are often other routes, and where there's genuinely no way in, we'll tell you straight rather than sell you a workaround that breaks every time the other side changes a button.

Integration is the point, not the feature

Any one of these connections saves a bit of time. The value shows up when they stop being separate. A won deal in your CRM that creates the job, schedules the work, raises the invoice in Xero, takes payment through GoCardless, and messages the customer on WhatsApp when it's done, is not five integrations. It's one workflow that happens to touch five systems. Your team stops being the glue between tools and goes back to doing the work the tools were bought for.

The tools we quietly replace, then, aren't really the named products. They're the manual steps between them: the re-keying, the copy-paste, the export-import, the person who is the only one who knows how it all fits together. Keep the software you like. Lose the human bottleneck holding it together.

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