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 and reverse-engineering undocumented schemas into ERDs and data dictionaries, to compliance-grade searchable archives before a legacy system is switched off, cleaning spreadsheets into structured CRMs, consolidating multiple departmental Excel workbooks into one shared database, scheduled Excel-to-SQL ETL with validation and error quarantine, Change Data Capture (CDC) that syncs only changed rows for near-real-time CRM/ERP/warehouse alignment instead of overnight full-table hauls, scheduled database sync between systems with no native connector (overnight and hourly batch jobs from warehouse DB to ecommerce, ERP tables to reporting DB, or legacy SQL to SaaS), ETL error handling with exponential backoff retries, dead-letter queues, and freshness alerting so silent overnight failures do not leave stale dashboards, signed cross-system schema mapping with reusable transformation layers between ERP, warehouse, ecommerce, CRM, and legacy databases, continuous CRM↔ERP two-way sync of customers, products, orders, credit limits, and inventory, REST SaaS extraction into the warehouse with pagination, rate-limit handling, and incremental loads, AI-powered PDF and invoice OCR into databases and ledgers, scan-to-data OCR for TIFF/JPEG paper archives, bank statement PDF and CSV parsing for reconciliation, outbound CRM-driven PDF generation for quotes, sales proposals, invoices, reports, and e-sign-ready contracts from governed templates, DocuSign and HelloSign (Dropbox Sign) signature-status and audit-trail sync back to CRM deals, branded client document portals for secure upload, download, and review linked to CRM client records, immutable document access, edit, and share audit trails with CRM-linked evidence packs, cross-system fuzzy matching and survivorship merges across CRM, ERP, marketing lists, and spreadsheets, in-flight data cleaning during CRM and ERP cutovers, replication-based zero-downtime cloud migrations, recurring partner CSV drops that catch bad rows before they hit the database, automated retention schedules that archive, anonymise, or delete expired personal information on a POPIA/GDPR clock, pipelines between platforms, entity schemas, migration delta sync, identity-document OCR that extracts names and ID numbers into CRM fields, and POPIA and GDPR privacy controls, we make sure your data is accurate, connected, and compliant.
Legacy Database Migration
Move off Access, FoxPro, FileMaker, Dataverse, VTiger MySQL, on-prem SQL Server, MySQL, Oracle, or Postgres to modern CRMs and managed cloud SQL (Azure SQL, RDS, Cloud SQL, Postgres) with cross-system deduplication and warehouse-ready extracts. Covers reverse-engineering undocumented schemas into ERDs and data dictionaries so tribal knowledge is not the only map before a migration, plus compliance-grade searchable archival of full legacy systems before switch-off so history stays accessible without keep-alive servers. Also covers VPS and colo self-hosted MySQL to Amazon RDS, Cloud SQL, or Azure Database for MySQL with Multi-AZ and automated backups, plus replication-based zero-downtime cutovers (continuous sync, lag monitoring, flip cutover) when a weekend outage is not acceptable, and pre-replacement master-data and open-transaction extraction from Pastel Partner/Evolution, Accpac/Sage 300, and SAP Business One.
API Development
Turn internal data into clean, documented APIs that other systems can consume, including inventory and marketplace sync. Also covers inbound REST extraction from HubSpot, Shopify, Xero, Stripe and other SaaS tools into a warehouse or operational database with pagination, rate-limit handling, retries, and incremental fetching, plus continuous CRM↔ERP two-way sync when native connectors are missing.
Data Enrichment
Augment records with firmographic data, verified contacts, bounce checks, geocoding, and CIPC company registry enrichment into onboarding and CRM systems.
CRM Data Quality & Schema
Entity models, deduplication, hygiene scorecards, POPIA/GDPR compliance controls, field mapping, signed cross-system schema mapping and reusable transformation layers between ERP, warehouse, ecommerce, CRM, and legacy databases, timezone-aware date and timestamp conversion during CRM migration (SAST vs UTC, Created Date integrity), bulk CSV import/export with validation, recurring partner CSV drops with schema validation, duplicate detection, and quarantine of bad rows, continuous point-of-entry cleansing pipelines that keep hygiene permanent instead of one-time cleanup weekends, master data management with golden records and data stewardship across CRM, ERP, ecommerce, and billing, cross-system fuzzy matching and survivorship merges across CRM, ERP, marketing lists, and spreadsheets, consolidating multiple departmental Excel workbooks into one shared database / source of truth, scheduled Excel-to-SQL ETL with validation and error quarantine, Change Data Capture (CDC) for change-only near-real-time sync instead of full-table extracts, ETL error handling with exponential backoff retries, dead-letter queues, and data pipeline monitoring with freshness SLAs and instant alerting, scheduled database sync between systems with no native connector (overnight and hourly batch, warehouse DB to ecommerce, ERP to reporting DB, legacy SQL to SaaS), automated retention schedules that archive, anonymise, or delete expired personal information across CRM, ERP, support, and storage, in-flight cleaning during CRM/ERP cutover (profiling, dedupe, format standardisation, and quarantine so dirty data is not lift-and-shifted), POPIA-compliant migration events with consent carry-over, data minimisation at cutover, and Chapter 9 cross-border transfer grounds when moving to offshore SaaS, API-based extraction when flat CSV drops relationships or attachments (including SugarCRM junction tables and audit-trail exports), scheduled or automated contact export from legacy CRMs that preserves fields, tags, and notes for marketing list sync and BI, CRM cutover ETL tool comparison (Talend, Fivetran, Informatica vs Data Loader, native wizards, and scripts), CRM migration quota modelling with Bulk vs record-by-record pacing and off-peak cutover windows, scheduled exports, migration validation, audit-ready change trails, CRM-attached proposal/contract storage with Google Drive, SharePoint, and Dropbox sync, Google Drive and SharePoint deal-folder automation with durable Graph identifiers rather than fragile path URLs, governed document template libraries with CRM merge-field auto-populate, CRM-triggered sales proposal generation into branded templates for same-day turnaround, CRM-driven PDF generation for quotes, invoices, and reports, outbound MSA/NDA/SOW contract PDFs from deal fields into clause-controlled e-sign-ready templates, DocuSign and HelloSign (Dropbox Sign) signature-status and audit-trail sync to CRM deals, branded client document portals for secure upload, download, and review linked to CRM client records, immutable document access, edit, and share audit trails with CRM-linked evidence packs, and approval-status sync back to CRM records.
Executive Reporting & BI
Live dashboards joining CRM pipeline with accounting revenue, cash, aged debtors, and subscription metrics, plus predictive pipeline scores and AI-readiness field hygiene for forecast confidence. Also covers CRM report and dashboard recreation after platform migration: formula and filter inventory, critical weekly-view rebuild, same-period KPI validation before the old CRM is switched off, and channel/ROI attribution continuity (lead source, UTMs, Campaign Members) so marketing spend reporting survives the cutover. Distinct from parking multi-year historical CRM analytics in BigQuery, Looker, or Power BI so YoY board packs and audit trails survive decommission without keeping leftover seats.
Scraping & Extraction
Pull structured data from websites, directories, and public sources into your systems, plus identity-document OCR that extracts names, ID numbers, and dates from Smart IDs and passports and writes them back to CRM or core systems. Also covers AI-powered business PDF extraction (invoices, statements, reports) into databases and ERPs with confidence-based review, invoice OCR that captures line items, VAT, and vendor fields for AP posting, scan-to-data OCR for TIFF/JPEG paper archives (contracts, delivery notes, HR packs), bank statement PDF and CSV parsing for ledger matching, multi-SaaS REST API ingestion when CSV exports are the current bottleneck, and inbound email body parsing that extracts lead fields from enquiry and partner-referral messages into CRM records.
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