AISOLUTIONSAdvertising and CRM reporting
Compare Google Ads, Meta Ads, website activity and CRM enquiries using agreed definitions. Keep source links and explain where attribution is incomplete.
View related workDevelopment services
API integrations & business dashboards
Connect CRM, POS, advertising and accounting data. Replace manual exports with monitored data flows and comparable reports.
Who it helpsFor businesses whose sales, accounting and operational tools each show a different part of the picture.
Planerix
Typical projects
Choose the task you need to solve
These are starting points for a project. We agree the users, connections and first release before estimating the work.
POS data and a multi-location dashboard
Bring sales, menu and operational data into comparable reports by location and period. Agree the POS access, update schedule and source checks before setup.
View related workAPI connections and scheduled data exchange
Connect accounting, payment or business software through its available API or export. Handle identifiers, duplicate events, failed updates and recovery.
View related work01 / The challenge
Where we start
The team copies data between systems and rebuilds reports every month. Duplicates, missing updates and inconsistent definitions make the totals difficult to trust.
02 / The result
What you receive
A reliable flow of data with source identifiers, monitoring and a dashboard that supports decisions.
Scope & next steps
Your first release
Connect one source to one useful report. We agree identifiers, update frequency and calculation rules, then check the result against the source before expanding.
Discuss- 01Accounting and payment connections
- 02CRM, POS and marketing data
- 03Scheduled reports and exception alerts
- 04Dashboards with trends and comparisons
How we check the result
We reconcile the dashboard with source totals for an agreed period, check update times and show how the team can identify and recover a failed import.
A working example
Planerix
Planerix brings source connections, data quality and business metrics into a shared workspace. LEG and REST apply that approach to accounting records and restaurant operations respectively.
Actual product interfaces, shown with demonstration data or existing public marketing content.
How we work
Understand the work
We map users, decisions, existing tools and one priority workflow. Together we define what a useful first release should achieve.
Design the first release
We prepare the user journey, interface and system architecture, with a clear scope, dependencies and acceptance criteria.
Build and verify
We connect the data, build the product and test real scenarios, permissions and failure cases before release.
Launch and improve
We deploy, document and review the result with your team. Monitoring, support and the next improvements are agreed explicitly.
Before we begin
Can you connect the software we already use?
We check the available API, export formats, account permissions and provider limits first. That determines whether the integration can be live, scheduled or file based, and what it will cost to maintain.
How do you estimate cost and timing?
We first agree the users, workflow, data sources and acceptance criteria. You then receive a phased scope with dependencies, an estimate and clear deliverables.
What happens after launch?
We agree documentation, hosting, monitoring, support and further development in the project agreement. Your team knows who is responsible for each part.
API integrations & business dashboards
Tell us the priority
A few sentences are enough. We will clarify the scope, dependencies and estimate before development starts.