Systems integration & automation
Connect your systems. Cut the admin. Trust the reporting.
Workforce tools, finance, CRM, and reporting that don’t line up? We build the connections so data moves once — and your team spends less time on exports and reconciliation.
How the stack should work
- Operations
AtinOps
integrations
- CRM / intake
- Finance
- Power BI
APIs, scheduled jobs, and reporting pipelines — so your team isn’t the integration layer.
Built for messy real-world systems
Workforce, CRM, finance, and reporting — wired so your team isn’t the spreadsheet in the middle.
- Deputy
- Zoho
- Xero
- Workato
- Power BI
- Jira
- Notion
- APIs & CSV
Sound familiar?
When your tools don’t talk to each other, your team ends up as the integration layer — re-keying the same details, chasing CSV exports, and reconciling numbers that should already match. That’s slow, error-prone, and it hides what’s really going on in the business.
- The same customer, job, or staff details typed into more than one system
- Critical reporting still built from emailed spreadsheets and manual exports
- Leadership asking for visibility while the team is stuck assembling numbers by hand
- Leads, referrals, or follow-ups slipping through because they live in someone’s inbox
- Hours lost bridging systems that were never wired together — workforce, CRM, finance, reporting, and more
How we help
Most work starts with a concrete problem — messy handoffs, unreliable reports, or tools that were never wired together. Here’s how we usually plug the gaps.
Workforce & operations integrations
One coherent data thread across delivery, rostering, CRM, and reporting — fewer handoffs, fewer “which system is right?” moments.
CRM for intake, referrals, and follow-ups
Leads and follow-ups live in your CRM (Zoho, HubSpot, Salesforce, or similar) — not in inboxes and ad-hoc lists.
Finance workflow automation
Move ops data into Xero, MYOB, NetSuite, payroll, and billing without your team as the copy-paste layer.
Power BI reporting pipelines
Scheduled pipelines leadership can stand behind — with failures that show up before the board pack does.
CSV and API automation
Replace export–tweak–upload with monitored jobs — APIs where they exist, solid file fallbacks where they don’t.
Ongoing automation support
Keep integrations running when vendors change APIs, processes shift, or you need small enhancements.
How we work
Most engagements start with a free 30-minute call — then we only go further if there’s a clear problem worth solving.
- Step 1
Discover
Free 30-minute call. Walk us through your stack and where the manual work lives. You’ll leave with a plain-English read on what’s worth fixing first.
- Step 2
Map
If it’s useful, we scope a short written diagnostic: systems map, priority gaps, and a recommended path — so you can decide before any build work starts.
- Step 3
Build
We implement the integrations, automations, and reporting pipelines that remove the spreadsheet middle — with monitoring so failures don’t stay invisible.
- Step 4
Support
Handover with docs your team can use, plus optional ongoing support when vendors change APIs, processes shift, or you need small enhancements.
Start with a free 30-minute call — no obligation to proceed.
Platforms & tools we work with
Examples from real work — not an exhaustive list. That includes care and community services stacks we’ve integrated, alongside the usual CRM, finance, and automation tools. If yours isn’t here, we still design around your live systems.
Operations & workforce
- Deputy
- Notion
- Jira
- The Lookout Way
- ShiftCare
CRM & intake
- Zoho
- HubSpot
- Salesforce
Finance & ERP
- Xero
- MYOB
- NetSuite
- Employment Hero
- KeyPay
Automation & reporting
- Workato
- Automic
- Power BI
- Microsoft 365
- Azure
- APIs & webhooks
- CSV & exports
Common workflows we can help with
Every business’s stack is different — these are typical patterns we design around once we understand your tools and constraints. Care and community services examples sit alongside more general ops patterns.
- Lead or referral lands in CRM and kicks off a structured onboarding path
- Operational data from your delivery tools feeds a Power BI view leadership can trust
- Timesheets, payroll, and revenue roll up into profitability and margin reporting
- A failed sync raises an alert in email or Teams before someone notices in a report
- Manual CSV runs replaced by a scheduled pipeline with basic monitoring
- CRM reminders and tasks so intake doesn’t rely on memory and sticky notes
- Finance reconciliation across invoices, payroll, and billing with fewer spreadsheet bridges
- Aged care / home care / NDIS reporting (including Support at Home) that ops and finance can actually use
Who you’re working with
Erick
Founder, AtinOps
Hands-on integration and automation across operations, Power BI, cloud data pipelines, and stitching business systems together - including work in aged care and community services.
- Technical founder building integrations and automations for Australian businesses
- Software engineer with 10+ years of experience
- Background in operations, including aged care and community services
Free 30-minute call
Tell us what’s slowing you down
Book a free 30-minute call. We’ll look at how your systems connect today and what a sensible next step could look like — no jargon, no obligation.
- Where the manual work and spreadsheet bridges live
- Which connections are worth fixing first
- Whether a build, a short diagnostic, or nothing yet is the right move