Tool Integration & Clean-Up

Connect What You Already Use — and Make It Work Like It Should

Many small business owners already use great tools — QuickBooks, Gmail, a POS system, maybe even a CRM — but they don’t talk to each other. That means wasted time, double data entry, missed insights, and constant frustration.

Our Tool Integration & Clean-Up service bridges the gap. We come in, analyze your tech stack, streamline the tools you're already using, and connect them in a way that saves time and eliminates chaos. Whether you're using two apps or twelve, we make them work together like one smart system.

No need to start from scratch. No need to learn new apps. We fix what’s not working and make the rest easier.

This Is for You If…

  • You’re copying data manually between apps or spreadsheets

  • You have multiple tools but they’re siloed and disconnected

  • You want a cleaner, smarter way to run daily operations

  • Your setup was DIY and it’s become hard to manage

  • You’ve outgrown your current systems but don’t want a total overhaul

What’s Included

  • 🔍 Tool & Process Audit
    We review all the tools you use — and how you use them — to identify gaps, duplications, or friction points.

    🔗 System Integration Plan
    You get a clear plan for connecting your tools so data flows automatically and workflows are seamless.

    ⚙️ Done-for-You Integration Setup
    We handle the backend work: Zapier connections, sync rules, API handshakes, and all the boring (but important) stuff.

    🧹 Clean-Up & Optimization
    We remove unnecessary steps, unused features, or broken processes — so your systems are lean and efficient.

    ✅ Testing & Handoff
    Once your systems are integrated, we test everything and walk you through how it all works (or keep it hands-off if that’s your style).

Common Tools We Connect

  • QuickBooks, Stripe, Square, Shopify

  • Zapier, Make, Google Sheets

  • Gmail, Slack, Notion, Trello

  • CRM, scheduling, or custom industry software

Results You Can Expect

  • Fewer manual tasks and fewer mistakes

  • More visibility without more work

  • A smoother daily workflow — built around your tools

  • Confidence that your systems are finally working together

What Clients Say

“I had everything in place but it was chaos. Now it just works. Everything’s in sync and I don’t have to babysit it.”

— Aria, Online Boutique Owner

“They didn’t try to sell me new software — they just made what I already had actually work.”

— Mike, Independent Contractor