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Sage, Xero and QuickBooks integration

Your accounts system, joined to everything else.

The accounts package is rarely the problem. The gaps around it are: orders typed in twice, invoices raised from a spreadsheet, figures exported every month to build a report. We connect the accounts system to the rest of the business so the data moves on its own.

A desktop screen showing orders and a dashboard in a stockroom office
The problem

The same numbers, typed into three places.

Sales come in through a website, a trade counter or a sales desk. Stock lives in one system and the ledger in another. Between them sits a person copying figures across, and a month-end spent finding out why the two don't agree.

Each system works. They were never set up to talk to each other, and the off-the-shelf connectors only cover the common cases.

What you get

  • Orders and invoices passed between your sales, stock and accounts systems
  • Customers, products and prices kept in step, with one system in charge of each
  • Reports that pull from every system on a schedule, so nobody compiles them by hand
  • Read-only access wherever writing isn't needed, so nothing in the ledger changes by accident
  • A log of what moved and when
How it works

How we join systems up.

  1. Map the flow

    We follow an order from enquiry to payment and note every point where somebody re-types or exports something.

  2. Pick the master

    For each kind of record, one system is in charge and the others follow. Most sync problems come from skipping this step.

  3. Build and test safely

    We build against test data first, and check the results with whoever runs the accounts.

  4. Run it and watch it

    The link runs on a schedule, logs what it did, and tells someone when a record won't go through.

From our work

A job like this one.

DistributionReporting

One view of sales across three countries.

The problem

A parts distributor trading in three countries ran each country on its own database. Seeing the whole business meant pulling figures from three places and stitching them together by hand.

What we did

We built a scheduled report that brings sales from all three countries together, a one-page purchasing dashboard drawn up from the purchasing manager's own sketch, and a page for each sales rep showing their own figures, refreshed overnight inside the system they already use.

The result

Management, purchasing and the reps each open one page and see current figures. The numbers arrive on a schedule instead of being compiled by hand.

All case studies →

Questions

What people ask first.

Based in Derbyshire, working with businesses across Nottinghamshire, Leicestershire, the wider East Midlands and the UK.

Which accounts systems do you work with?

Sage, Xero and QuickBooks are the ones we meet most, along with ERP and stock systems that keep their own ledgers. If it has an API, a database we can read or a file export, we can usually connect to it.

Will it change anything in our accounts?

Only what you agree to. Much of this work is read-only: reports and dashboards that look at the figures without touching them. Where data is written, such as new invoices, it goes through the system's own supported route.

We're on an older version with no API. Is that a problem?

Not usually. Where there's no API we've connected through direct database access, Excel, CSV and XML files, email and browser automation. If your system can't be reached, we'll tell you up front.

Can you connect our website or online shop?

Yes. We've connected eCommerce platforms including Shopify, Amazon and eBay to stock and accounts systems.

Related work

EDI integration →Old VB.NET and Access systems →Vibe-coded app to production →E-commerce websites →Web applications and portals →Desktop applications →Mobile apps for Android and iOS →Supplier and customer integration →

Tired of typing it in twice?

Tell us the problem. We'll tell you what's possible, how long it takes and what it costs.

Start a conversation → See case studies