Building a Financial Dashboard from CRM and Accounting Data
Leadership cut Monday financial assembly from 8 hours to 20 minutes. One live dashboard of pipeline, recognised revenue, and cash recovered R210K+ in year-one executive time.
All Integrations
Data & ETL Integrations
We handle extraction, transformation, and loading so your data works for you. From rescuing records out of legacy databases to cleaning spreadsheets into structured CRMs, building API integrations, running scheduled syncs with proper error handling, AI-powered document OCR, web scraping and data enrichment pipelines, executive reporting and BI dashboards, and deploying AI across your CRM, ERP, and helpdesk: we make sure your data is accurate, connected, and compliant.
Legacy Database Migration
Move off Access, FoxPro, FileMaker, on-prem SQL Server, MySQL, Oracle, or Postgres to modern CRMs and managed cloud SQL. Covers schema reverse-engineering, compliance-grade archival, zero-downtime cutovers, and ERP master-data extraction.
API Development
Turn internal data into clean, documented APIs. Covers inbound REST extraction from SaaS into warehouses, CRM↔ERP two-way sync, programmatic billing APIs, payment status APIs, custom enrichment APIs, and structured integration logging.
Data Enrichment
Augment CRM records with firmographics, verified contacts, LinkedIn enrichment, CIPC registry data, email finding and verification, geocoding, and scheduled multi-source waterfall routines that keep data fresh.
CRM Data Quality & Schema
Deduplication, hygiene scorecards, schema mapping, PIM, master data management, CDC, ETL monitoring, migration data cleaning, POPIA retention automation, document management with e-signature sync, and ongoing AI-driven data quality loops.
Executive Reporting & BI
Live dashboards joining CRM pipeline with accounting revenue. AI lead scoring, deal prediction, RAG search, natural language querying, narrative report generation, marketing attribution, churn prediction, customer health scores, sales coaching, board pack automation, and executive retention metrics dashboards covering NRR, GRR, logo and revenue churn, expansion revenue, and cohort retention for CEO and CFO packs (distinct from CSM account-risk boards alone).
Scraping & Extraction
Structured data from websites, directories, and public sources. Google Maps lead extraction, AI document OCR and IDP, invoice processing, competitor price monitoring, review aggregation, tender monitoring, property and vehicle listing scrapes, and Apify pipeline automation.
Related Articles
Subscription Revenue Reporting Across CRM and Accounting
Your CRM and ledger never agree on MRR. One SaaS client cut reconciliation from 20 hours a month to 3, shipped board packs on day 3 instead of day 10, and recovered R860,000 in year one.
CRM Data Model: Contacts, Companies, Deals and Custom Objects
A Cape Town services firm cut CRM duplicates from 18% to under 2%, recovered 420 staff hours a year, and finally trusted board reports after we rebuilt their entity model.
CRM Reporting: Dashboards That Drive Decisions
A 12-rep sales team cut board-pack prep from four days to 45 minutes and recovered 400+ hours a year with live CRM reporting dashboards for pipeline health and rep scorecards.
POPIA-Compliant CRM: Consent, Retention and Right to Erasure
A Johannesburg services firm cut DSAR and erasure handling from 20 hours to 2 per request, recovered R121,000 in year one, and can prove consent and erasure when the Regulator asks.
The Cost of Bad CRM Data: Revenue Leaks You Can Measure
A Johannesburg B2B firm cut CRM duplicates from 22% to 1.5%, brought forecast variance to 8%, and recovered R2.4 million in year one from missed follow-ups and wasted outreach.
Migrate from Microsoft Dynamics 365 CRM
A 28-seat manufacturer cut Dynamics and Power Platform spend from ~R780K to under R160K a year, keeping every account, contact, and opportunity after a planned Dataverse export.
Migrate from Spreadsheets to a CRM: The Excel Escape Plan
A Cape Town distributor cut Excel pipeline admin from 11 hrs/week to under 2, recovered R184K in year-one staff time, and stopped losing deals to Customer_List_FINAL_v3.xlsx.
CRM Data Mapping: Field-by-Field Migration Strategy
One client cut post-cutover cleanup from 90 hours to under 8 with signed-off field mapping. Record errors fell from 4% to under 0.5%, recovering R148K in staff time in year one.
Preserving Record Relationships During CRM Migration
19,000 orphaned deals relinked and R28.6M of stale pipeline restored after a hollow CRM cutover. We rebuild contact, company, deal and activity links so day one actually works.
Migrating Custom Fields Between CRMs Without Data Loss
Cut custom-field rebuild from three weeks of blank formulas to validation-only. 180 fields, picklists and cascades landed intact. We migrate field types, not flat CSV dumps.
Post-Migration CRM Validation: Testing Data Integrity
Caught 3,200 orphaned deals and stage drift before dual-licence cutover. Our validation suite signed off go-live in 48 hours with a board forecast the CEO could finally trust.