Integration and automation services connect disparate business applications — such as CRMs, accounting platforms, and project management tools — into unified, automated workflows. Using APIs, middleware, and AI-powered tools, these services eliminate manual data entry, reduce human error, and streamline operations so teams can focus on higher-value work rather than repetitive administrative tasks.
Disconnected systems and manual processes drain productivity and introduce errors. Peer 2 Peer IT delivers practical automation and integration solutions that connect your business applications, eliminate repetitive tasks, and free your team to focus on high-value work. Whether you are running a small team or managing complex operations across multiple locations, our integration services scale to match your needs.
Our integration services connect the platforms you rely on—CRM, accounting, project management, HR systems, and industry-specific applications, complementing our managed IT services. We build reliable data flows that keep information synchronised, trigger automated actions, and provide unified visibility across your operations. From connecting Xero to your practice management software to syncing inventory across multiple sales channels, we handle the technical complexity so your team can focus on what they do best.
AI integration takes automation further. We help organisations adopt AI tools thoughtfully and securely—embedding capabilities like intelligent document processing, conversational interfaces, and predictive analytics into existing workflows. Our approach focuses on practical outcomes, not technology for technology's sake. We help you identify where AI adds genuine value to your business processes and implement solutions that your team will actually use.
Every automation project starts with process discovery. We map your current workflows, identify bottlenecks and manual steps, and design solutions that deliver measurable ROI. Our implementations include monitoring, error handling, and documentation—ensuring your automations remain reliable as your business evolves. We also provide training for your team so they understand how the automations work and can request adjustments as your processes change. Our goal is to build automations that your organisation owns and understands—not black boxes that only we can maintain. Many automation projects also benefit from
Authoritative Resources
When connecting business systems, organisations face a fundamental choice: use off-the-shelf integration platforms or build custom solutions. Both approaches have their place, and the right answer depends on your specific systems, data flows, and long-term objectives.
Off-the-shelf platforms like Zapier, Make, and Microsoft Power Automate offer quick setup and pre-built connectors for popular applications. They work well for straightforward, low-volume integrations—connecting your CRM to your email platform or syncing contacts between systems. However, they can become expensive at scale, may lack connectors for industry-specific software, and often struggle with complex business logic or high data volumes.
Custom integrations use APIs and purpose-built connectors to create exactly the data flows your business needs. They handle complex transformation logic, support high-volume real-time synchronisation, and integrate with any system that exposes an API—including legacy applications and industry-specific platforms. The trade-off is longer development time and the need for ongoing maintenance.
Peer 2 Peer IT takes a pragmatic approach. We assess each integration requirement on its merits: if an off-the-shelf connector does the job reliably and cost-effectively, we use it. When requirements demand more flexibility, performance, or customisation, we build bespoke solutions. Many clients end up with a hybrid approach that balances speed, cost, and capability.
Accounting Practice
Challenge: Staff spent hours each week manually transferring data between their practice management software and Xero, introducing errors and delaying client invoicing.
Outcome: Peer 2 Peer IT built an automated integration that synchronises time entries, generates invoices, and reconciles payments—saving 12 hours per week and eliminating manual data entry errors.
Not-for-Profit Organisation
Challenge: Donor data was fragmented across their CRM, email marketing platform, and event management tool, making personalised communication impossible.
Outcome: Connected all three platforms with bi-directional data sync, giving the team a unified view of every supporter and enabling targeted engagement campaigns that lifted donations by 23%.
Retail Business
Challenge: Inventory levels across their e-commerce store and two physical locations were managed in separate spreadsheets, leading to overselling and stockouts.
Outcome: Implemented real-time inventory synchronisation across all sales channels with automated low-stock alerts—virtually eliminating stockouts and removing the need for manual stock counts.
Process-First Approach
We start by understanding your workflows, not jumping to tools. Every automation project begins with process discovery and mapping—ensuring we automate the right things in the right order for maximum impact.
Platform-Agnostic Solutions
We work with the platforms that best suit your needs—whether that is Microsoft Power Automate, Make, Zapier, custom API integrations, or a combination. No vendor lock-in, no unnecessary complexity.
Measurable ROI
Every automation project includes clear metrics: time saved, errors eliminated, and costs reduced. We track these outcomes after implementation to verify the business case and identify further opportunities.
Built-In Reliability
Our automations include error handling, monitoring, and alerting from day one. When something unexpected happens, the system notifies the right people and provides clear diagnostic information—not silent failures.
Practical, secure AI tools with measurable outcomes
Custom integrations, automations and AI solutions with transparent pricing