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QB Systems

Services

We connect what you already run, and fix the data moving through it.

Four service lines, taken separately or as one engagement. Most clients start with an integration or a migration; every engagement ends with figures you can trace to a source and defend in an audit.

SI · Systems integration

One record of the truth across accounting, banking, payroll, payments, CRM and ERP — with reconciliation built into the pipeline, not bolted on after.

In most small finance teams, a person is the integration layer. They export, reformat and rekey because two systems that should agree do not. We replace that work with pipelines that move the data, normalise it, prove it ties out, and raise a flag the moment it stops tying out.

Typical work

  • QuickBooks, Xero, Sage and NetSuite integrations
  • Bank feeds, ACH files and card settlement ingestion
  • Payroll, HR and time-tracking synchronisation
  • Stripe, Square and merchant processor reconciliation
  • CRM to ledger handoffs for orders and collections
  • Legacy and flat-file migration into current systems

DS · Data services

Migration, clean-up, modelling and reporting — the work of getting your figures into one place and keeping them worth trusting.

Most of what looks like a reporting problem is a data problem underneath: three spellings of the same customer, a chart of accounts that grew by accident, a legacy system nobody can export cleanly. We do that unglamorous work — migrate it, de-duplicate it, model it — and put a defensible number at the end of it.

Typical work

  • Legacy system and flat-file migration
  • Data clean-up, de-duplication and entity matching
  • Chart of accounts standardisation across entities
  • Finance data warehouse and modelling
  • Management reporting, board packs and dashboards
  • Scheduled delivery to email, Slack or the browser

AT · Automation and focused tools

Small, sharp applications that close one gap — a reconciliation, a billing rule, a portal — rather than a platform that replaces what you already have.

We are not the firm to build you a new ERP, and we will say so on the first call. What we do build is the missing piece: the calculation your accounting package cannot express, the approval step currently living in email, the portal your clients keep asking for. Scoped in days rather than quarters, and built to accounting standards — every figure traceable to a source, every adjustment carrying an audit trail.

Typical work

  • Automated bank, card and remittance reconciliation
  • Billing, commission and settlement calculators
  • Revenue recognition and deferral schedules
  • Close checklists, approvals and audit trails
  • Client and vendor portals with role-based access
  • Internal tools that retire a fragile spreadsheet

MS · Managed support

Someone answers when a feed breaks on close day. Monitoring, fixes and steady improvement under a fixed monthly agreement.

Financial systems fail quietly. A feed stops, nothing errors, and the discrepancy surfaces three weeks later during close. We monitor the pipelines we build, alert on variance rather than on uptime, and hold a standing agreement to fix what breaks and improve what works.

Typical work

  • Pipeline monitoring with variance alerting
  • Named engineer and defined response times
  • Dependency, security and version upkeep
  • Close-period standby coverage
  • Quarterly roadmap and cost review
  • Documentation kept current as systems change

TL · Tools

Boring technology, chosen so you can hire for it later.

We pick tools with long support horizons and wide hiring pools, not whatever launched this quarter. If you ever bring the work in-house or hand it to another firm, nothing about the stack should make that expensive.

Application
TypeScript, React, Next.js, .NET, Python
Data
PostgreSQL, SQL Server, dbt, BigQuery, Snowflake
Integration
REST, GraphQL, SOAP, SFTP, EDI, webhooks
Infrastructure
AWS, Azure, Vercel, Docker, Terraform
Delivery
Git, CI pipelines, automated tests, staged releases

Working in something else already? We will work in it. Tell us what you run.

XS · Out of scope

And the work we send elsewhere.

We are an integration and data firm. Saying that out loud saves everybody a fortnight of scoping a project we were never the right shop for.

Multi-year platform builds
Ground-up ERPs and large custom platforms. If that is genuinely what you need, we will tell you on the first call and point you somewhere better suited.
Rip-and-replace projects
We are not going to tell you to throw out the accounting package your team already knows. Nine times out of ten the fix is to connect it properly.
Consumer products and marketing sites
Our work sits behind the scenes: financial, operational, internal. Front-of-house product is a different craft and someone else's.
Bodies on a sprint board
We take responsibility for an outcome under an agreed scope, rather than renting you an engineer by the hour and leaving the risk with you.

Next step

Not sure which of these you need?

That is what the assessment is for. We look at what you run, where the hours go, and tell you plainly which of these four would pay for itself first.