Example project · New build

Payments, accounting and CRM integration hub

One dependable service keeping the payment processor, the accounting package and the CRM in agreement.

This is a representative example of a project type we take on — a typical situation, approach and scope — not a description of a specific client engagement. Timelines are indicative; yours will depend on the details.

The situation

Sales happen in one system, payments in another and the books in a third. Someone reconciles them by hand every month, and the numbers never quite match.

How we approach it

  • Decide which system is the source of truth for each kind of record.
  • Process webhooks idempotently, so retries and duplicates cannot double-count.
  • Queue and retry failures; surface the ones that need a person.
  • Produce a reconciliation report finance can trust.

What gets delivered

  • Integration service
  • Webhook handling with replay
  • Reconciliation and error dashboard
  • Runbook for finance and support

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