Connect Procore, accounting, scheduling, and CRM so the numbers agree

The value it creates

• Time saved

  Stop re-keying between systems

  Jobs, commitments, costs, and milestones move on a schedule instead of being copied by hand. We measure the hours spent on manual entry and reconciliation before and after.

• Cost saved

  Fewer errors to chase

  Validation rules catch mismatched job numbers, missing cost codes, and duplicate vendors before they reach the ledger or the report, so less time goes into rework.

• Better decisions

  One set of numbers

  When Procore, accounting, and the schedule are linked through one crosswalk, finance and operations discuss the job, not whose spreadsheet is right.

• Early warning

  Failures surface, not hide

  Every run records what loaded, what was rejected, and why. A failed sync or a stale source is flagged before someone makes a decision on old data.

• Standardization

  Master data that stays consistent

  A maintained crosswalk for projects, vendors, and cost codes means every downstream report and workflow uses the same mapping, every time.

• Collective intelligence

  Field, finance, and sales on one record

  CRM pipeline, project management, and accounting connect to the same project identity, so each team sees the same job from its own system.

What we build

• API extraction and sync

  Scheduled or event-driven pulls from Procore, Sage, QuickBooks Online, HubSpot, P6, and other systems, with paging, rate limits, and incremental loads handled.

• Project, vendor, and cost-code crosswalks

  Mapping tables that link the same job, vendor, or cost code across systems that share no common ID, with documented match rules in order of trust.

• Validation and exception handling

  Rules that check records before they move. Anything that fails is flagged with a reason and kept on an exceptions list, never silently dropped.

• Run logging and monitoring

  Each run records row counts, rejects, and timing, with alerts when a source is stale or a sync fails, so the system finds problems before the report reader does.

• Webhooks and event triggers

  Integrations that react when something changes, such as a deal marked won or a document uploaded, using n8n, Power Automate, Zapier, or custom services.

• Data lake landing for reporting

  Raw extracts land in a Microsoft Fabric or Azure store with history kept, so reporting and AI tools read from one governed copy instead of hitting every API.

• Secure credentials and access

  OAuth and service accounts with least-privilege scopes, secrets kept out of code, and access reviewed with your IT team.

How it works

1. 1

   Inventory systems and identifiers

   We list each source, its API or export, who owns it, and which fields identify a job, vendor, and cost code in each one.

2. 2

   Agree the crosswalk and match rules

   We define how records link across systems and which rule wins when they disagree, and we review sample matches with your team.

3. 3

   Build extraction, validation, and loads

   Pipelines pull data, check it against the rules, load what passes, and route what fails to an exceptions list with the reason attached.

4. 4

   Add monitoring and alerts

   Run logs, freshness checks, and failure alerts go in before go-live, so an expired token or a changed field shows up the same day.

5. 5

   Hand over and document

   You get the mapping, the rules, the runbook, and the code, so your team can see exactly how a number got from source to destination.

How we measure the value

We agree a baseline before we build and measure the same things after go-live. Use the monthly report cost calculator to put your own numbers on it.

Use cases