Joining up practice systems and data

The problem

A typical practice runs practice management software, a time system, a portal, a payroll product and a ledger for each client. Each one holds part of the answer to a simple question, and none of them holds all of it.

So somebody exports, somebody pastes, and a figure the partner asks for takes two days to produce and is out of date when it arrives.

Joining them is the first step and the one everything else depends on: the reporting, the automation, and eventually the valuation. A firm with clear figures sells for more.

What we build

A technical check first

What each system will give up, in writing, before anybody commits to a build. Some have a proper connection, some have a scheduled export, and a few have nothing. You find out in the first week.

One set of figures you own

Refreshed on a schedule into a database that belongs to the firm, using read-only keys you create and can cancel.

Clients matched across systems

The same client under four slightly different names in four systems, matched once and kept matched.

Every deadline in one list

Companies House, HMRC, payroll and your own internal dates, against every client, in a single list.

The base for everything else

Once the data is joined, reporting and automation become small builds. Most of the cost of both is this step.

Your software stays

Your practice management system stays where it is. We build around it, because moving a whole practice onto new software is a far bigger job than joining what you have.

Proof

Four systems joined into one

Buzz OS joins the client records, deadlines, jobs and messages for Andy's own firm in one system, now in testing. Its reporting, automation and client portal were all built on top of that first step.

os.buzzaccounting.co.uk — job planner

Case study

The practice operating system

Twenty-plus modules, six AI agents and full HMRC Making Tax Digital filing, built to replace the separate tools an accountancy firm usually runs on. In testing ahead of ISO 27001 certification.

Read the case study →

Straight answers

Questions about joining up your systems.

What if our practice management software has no connection we can use?

The technical check says so at the start and the price reflects it. Usually the answer is a scheduled export. Occasionally it is a recommendation to leave that system out.

How current are the figures?

Refreshed on a schedule, typically hourly. For a practice that is close enough to live, and much cheaper and more reliable to run.

Is this GDPR-safe?

It stays under your control: your keys, your database, your retention rules, and a log of everything that touched it. We put the data-processing position in writing before anything is built.

What happens if we stop working with you?

You keep the code and the data. There is nothing to move away from, because nothing was rented.

Tell us what's eating your week.

Tell us the job that keeps not getting done. We'll tell you if software can take it off you, and what it costs.

One set of figures from every system the practice runs