Marketing & Media Agencies
The agency runs on a stack of tools that do not talk: the project and time tool, the ad platforms, the accounting and billing tool, a CRM, a file store. A person is the glue, re-keying an approved project into the billing tool, copying spend figures from a platform into a report, re-entering a new client in three places. It is slow, error-prone, the same figure ends up different in two systems, and it breaks when the person who carries it is away.
Who has it
Every segment running a stack of disconnected tools plus Excel; tool-stack and billing wiring is a near-universal need in agencies. This is the back-office wiring cousin of the connected data layer.
What we build
Deterministic, tested wiring between the systems the agency already runs, so an event in one flows to the others: a confirmed project creates its billing record, captured time flows to the invoice draft, a new client is created once and propagates, a platform spend figure flows to the report. Mapped, tested and monitored, with clear handling when a system is down or a record does not match. Distinct from the connected data layer (which connects systems so the owner can see and ask); this connects them so the work moves and the team stops being the integration layer.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is the wiring itself: deterministic, tested integrations where a confirmed project creates its billing record, captured time flows to the invoice draft, a new client propagates once, and a failed or mismatched record is held and surfaced rather than silently dropped. Tested plumbing, not a model.
Where AI helps
AI helps only with the fuzzy matching between systems that hold the same client, project or cost under different names, proposing the mapping so the flows line up. A person approves the mapping rules; the wiring then runs deterministically.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
An event in one system flows to the others on its own; the team stops being the integration layer; the same figure stops disagreeing across tools; billing stops waiting on someone to re-key a project; the work no longer breaks when one person is away.
Illustrative outcome
Re-keying between tools removed and billing leakage from un-transferred projects and time eliminated.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.