Streamline Your Business Data
FiveAM Software
Many growing businesses use QuickBooks along with other tools like CRMs, schedulers, or inventory systems. The problem is that none of these systems talk to each other.
This leads to slow, manual workflows, double data entry, and headaches for everyone.
I build custom integrations and dashboards that connect those systems so owners can see everything in one place and eliminate the unnecessary manual busy-work.
Our Services
Data and Integration Audit
The purpose of a data audit is to identify inefficiencies and integration opportunities that already exist in your business. I’ll deliver a report with a system map, pain points, and recommendations for improvements.
Custom Dashboard Integration
Tired of having to look in three different systems for the KPIs you want to see? Let’s build a custom dashboard that integrates QuickBooks with the other systems that you use.
Data Clean-up
Do you have messy, mis-matched, or duplicated financial data or customer records? I can provide you with a clean, normalized dataset that is ready for integration and analytics.
Interested In Learning More?
Schedule a Quick Intro Call
Let’s Talk About Your Data
Not sure where to start? Schedule a quick 15-minute introductory call. We’ll talk through your current setup, the challenges you’re facing, and see if there’s a smarter way to connect your data and systems.