Connect your existing systems so client and job data stops being rekeyed between them.
Every other solution in this catalogue is a template — built once, deployed for you with your own branding and content. This one is different. It isn’t a template at all; it’s a connection between two systems you already run, and it only exists because you’re tired of typing the same thing into both of them.
Most practices end up with client and job data living twice — once in Xero or MYOB, once in whatever else runs the rest of the day. A new client gets added, a detail changes, and someone has to remember to update it in both places. The two copies drift the moment they forget, and nobody notices until a report doesn’t match what’s actually happening.
Because this depends entirely on which two systems, which fields, and what should happen when they disagree, it can’t be a fixed, published template the way the rest of the catalogue is. We scope it properly on a call — what needs to sync, which direction it flows, and which system is the source of truth when both have an answer for the same field. Some syncs are a straightforward one-way flow. Others need real decisions before a line of it gets built. Either way, you’ll know exactly what’s involved before anything starts.