Overview
Most businesses use 5-10 different software tools that do not talk to each other. Your POS does not sync with your accounting software. Your booking system does not update your CRM. Your review platform does not post to social media. We connect these tools with automated workflows so data flows seamlessly and nothing falls through the cracks.
Zapier/Make Workflows
Custom automation workflows connecting your existing tools. When X happens in one system, Y automatically happens in another. Hundreds of integrations available without custom code.
POS to Accounting
Sales data from your point-of-sale system flows directly into QuickBooks, Xero, or your accounting software. Daily reconciliation happens automatically.
Booking to CRM
When a customer books an appointment, their information flows to your CRM, calendar, and communication system. All systems are in sync without manual entry.
Review to Social
Positive reviews are automatically formatted and shared to your social media profiles (with permission). Your best reviews become social proof on autopilot.
What You Get
- Integration audit (current tools and gaps)
- Zapier/Make workflow setup (up to 10 workflows)
- POS-to-accounting sync
- Booking-to-CRM pipeline
- Review-to-social automation
- Data validation rules
- Monthly integration health monitoring
Who This Is For
Businesses using multiple software tools that require manual data transfer between them. If someone on your team copies data from one system to another regularly, integration eliminates that work.
Get Started
Every engagement begins with a free consultation to understand your specific needs. Contact us at ben@oakenai.tech to discuss your project.