AI Integrations: Connect Your Systems

AI is only as useful as what it can see. We connect Copilot, Gemini, ChatGPT, Claude or your own agents to the systems your business runs on, so answers and actions come from your real data.

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How it works

One connection layer between your AI tools and your systems.

Your AI tools

  • Microsoft Copilot
  • Gemini
  • ChatGPT
  • Claude
  • Custom agents

Connection layer

Connectors · APIs · MCP servers · a shared data layer

Your systems

  • CRM
  • ERP and accounting
  • Job management
  • Applicant tracking
  • Booking platforms
  • SharePoint and Google Drive
  • In-house databases
What it does

We connect AI to your CRM, ERP, finance, job management and in-house systems, so it can find information, answer questions and take action inside the tools your team already uses.

01

Any AI tool, any system

CRM, ERP, accounting, job management, applicant tracking, booking platforms, SharePoint, Google Drive and in-house databases, connected to whichever AI tools your team uses, whether that's Copilot, Gemini, ChatGPT, Claude or a custom agent.

02

APIs, MCP servers and connectors

The right route for each system: existing connectors where they're good enough, custom API integrations where they're not, and MCP servers so every compatible AI tool can use the same connection.

03

A shared data layer

For businesses with data spread across many systems, one data layer that understands your customers, jobs, products and rules, so every AI tool works from the same trusted source.

Every business runs on a different mix of systems. Every build starts with mapping yours, then connecting the ones that make the biggest difference first.

How we'd approach it

How we'd connect your systems.

  1. Discovery

    A half-day mapping your systems, where your data lives, and the questions your team can't easily answer today.

    Half day
  2. First connection

    Usually the system your team asks about most, connected to the AI tool they already use.

    2–4 weeks
  3. Scale

    Connect your remaining systems, and move from answering questions to taking action in them, run by your own team.

    Ongoing

Proof it works.

Billing data from every source in one place, with real-time two-way Xero sync. The same approach connects your systems so any AI tool can answer from them.

Automated Billing
Workflow AutomationCreative Agency

Automated Billing

A single source of truth for agency billing — letting account managers raise invoices and credit notes directly, syncing seamlessly with Xero, and putting financial projections at everyone's fingertips through a natural-language AI assistant.

1Source of truth for billing
View case study →

Questions

What is MCP?

Model Context Protocol is an open standard that lets AI tools connect to other systems in a consistent way. Build one MCP server for a system, and Copilot, Claude, ChatGPT and other compatible tools can all use it.

Our system isn't on any connector list. Can you still connect it?

Usually, yes. Most systems with an API can be connected, and we can often work with ones that don't have one through database access or scheduled exports.

Is it secure?

Connections respect each person's existing permissions, and we agree with you what AI can read and what it can change before anything goes live.

Ready to connect your systems?

Not sure where AI fits yet? Tell us what's slowing your team down and we'll show you what's possible, whether it's on this page or not.

Let's Talk