Managed service

System Integration Agent

Every team. One managed, trusted view of the business.

Every team has its own system. Every system has its own version of the business. Finance reports one revenue number. Sales reports another. Operations has a third. Someone manually exports, transforms, and reconciles the data before management can get a usable report — and after all that, the numbers still don't always agree. Logistify AI connects your existing systems and reconciles conflicting records so every team works from one approved, trusted view. Your ERP and QuickBooks stay as the system of record. The coordination layer around them becomes clean and automatic.

Start a Pilot See how it works

25 hrs
Average weekly manual reconciliation: 95%
Say app integration is essential for growth: 10
Average business apps in use: $3k
Estimated monthly unused software spend

The problem

Your teams produce different answers to the same business question.

Finance, sales, operations, and management each rely on different systems — and each system has its own version of what the business looks like. Revenue figures differ between QuickBooks and the CRM. Inventory counts differ between the ERP and the warehouse system. Order totals differ between sales and finance. Someone manually exports, transforms, and reconciles these numbers before any report can be trusted. The process is slow, breaks whenever systems or processes change, and still produces disagreements that delay decisions.

The solution

You keep your systems. We run the reconciliation work.

Logistify AI connects your existing systems — QuickBooks, your ERP, inventory system, CRM, sales channels, and spreadsheets — and maps how each one represents the same business concepts. It resolves conflicting records, establishes which system is authoritative for each metric and process stage, and publishes one governed view that every team can work from. Your ERP and QuickBooks stay as the system of record. The messy coordination layer around them is automated. Every approved number retains a full audit trail back to the source transaction.

How it works

How Logistify delivers the work

01
Connect and discover
The agent inventories your source systems, APIs, spreadsheets, exports, and data owners. It captures the current manual process and identifies where each team's numbers come from and where transformations occur.
02
Map fields, entities, and business definitions
Every field and entity is mapped across systems. The agent identifies how each system defines customers, orders, revenue, inventory, and margin — surfacing where the definitions conflict and where records refer to the same real-world entity under different names or codes.
03
Reconcile records and route exceptions
Conflicting records are matched and resolved using source-of-truth rules you approve. Ambiguous or high-impact discrepancies are routed to a human reviewer with source evidence, the reason for the difference, and a recommended resolution. Approved outcomes become reusable rules.
04
Publish the approved view and monitor continuously
Every team works from the same trusted numbers, published on schedule. Each figure drills back to the source transaction and the rule that produced it. Ongoing monitoring catches connector drift, schema changes, and definition drift before they corrupt the next report.

Capabilities

What's included in the service

Order-to-revenue reconciliation

Compare orders from sales channels and CRM with ERP sales orders, shipments, and invoices. Explain what is booked, shipped, billed, cancelled, or still pending — so sales, operations, and finance share one view.

Inventory availability

Reconcile ERP and warehouse quantities, open sales allocations, purchase receipts, and spreadsheet adjustments to produce one approved available-to-sell figure.

Revenue and margin by product and customer

Harmonize invoice revenue, discounts, returns, taxes, and cost basis across systems so finance, commercial, and management report the same margin.

Customer balance reconciliation

Match customer accounts, invoices, credits, payments, and bank receipts across CRM and QuickBooks to give finance and sales one shared customer exposure view.

Management reporting pack

Automate the recurring collection, mapping, and validation of agreed KPIs from departmental systems, so the management report is available on schedule without manual assembly.

Master-data synchronization

Detect duplicate or inconsistent customer, product, and location records across systems and manage approved corrections — so the same entity is never counted twice or missed.

Input channels