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TechGy Link / AI Automation & System Integration

Your people should not be the link between your tools.

Connect your tools. Automate the right work. Keep control.

Assess one workflow
Defined scopeNamed delivery ownerVisible review points
Invoice intakeMapping
Today's process · manual
1Invoice arrives by email1 min
2Fields re-typed from the PDF6 min
3Totals checked against the PO3 min
4Approval chased by emailwaiting
5Posted to accounting and filed2 min
Baseline · example
Volume
about 40 invoices a day
Hands-on time
roughly 12 min each
Needs a person's judgement
1 of 5 steps

The baseline is agreed first, so the result is measured against it.

01Map one workflowList every step, its volume and the decisions that should stay human.

A focused engagement

Your team should not be the integration between your software systems.

01

Workflow assessment

Current steps, volumes, exceptions and the decisions that should remain human.

02

System & API integration

Connections between CRM, accounting, application and reporting workflows.

03

Practical AI workflows

Document handling, assistants and agentic workflows where the use case justifies them.

04

Evaluation & safeguards

Permitted data, defined tests, access controls, audit trails and human escalation.

QuickBooks Desktop Connector — project presentation

Integration project / Business systems / Accounting integration

QuickBooks Desktop Connector

A desktop integration connecting statement ingestion, memo-based categorisation and reviewed posting into QuickBooks Desktop.

Explore the project

Your first step

Assess one workflow.

Start with the process, not the buzzword. We connect systems and build evaluated automations with appropriate approvals, failure handling and visibility into what happened.

  • Less avoidable manual transfer
  • Visible exceptions and approvals
  • Automation with defined running costs

One bounded workflow assessment. An automation recommendation, pilot scope, evaluation criteria and operating-cost assumptions.

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Before we start

Useful answers.

No. A dependable integration or rules-based workflow is often the right answer. We select the approach around the problem.

Specialist work is scoped with named advisor or consultant involvement, access requirements and evaluation criteria.

We agree a baseline and relevant measures, such as manual effort, accepted output, error handling and operating cost. We do not assume a universal multiplier.