Stop entering the same job into four different systems.
PeachByte connects the tools your business already uses, so information can move between sales, purchasing, production, accounting, service, and management reporting without depending on repeated manual entry.
The same job, keyed in four times, is four chances to get it wrong.
When your systems do not talk, someone re-enters every job into the CRM (customer relationship management) system, the accounting system, the job-management tool, and a spreadsheet. Each hop is slower, and each hop is a place for the numbers to drift apart.
What goes wrong
- • The same order is typed into sales, accounting, and production separately
- • Sales says one number, accounting says another, and nobody knows which is right
- • Post-sale follow-up depends on someone remembering to do it
- • Management reporting is a manual copy-and-paste job every week
- • Purchase orders and margins live in systems that never reconcile
- • Documents and emails pile up with nobody triaging them
What we deliver
- Systems connected, so a job is entered once and flows where it is needed
- Reporting pulled together from multiple systems automatically
- Automated post-sale follow-up that does not depend on memory
- Order, billing, and margin reporting that reconciles
- Document extraction and email triage handled with AI
- Scheduled management summaries in your inbox
Example projects.
The point is to connect the tools you already have, not to replace them.
Salesforce to QuickBooks
Customers, orders, and invoices flow between Salesforce and QuickBooks, instead of being keyed into both by hand.
CRM to ERP and job management
Your CRM connected to ERP (enterprise resource planning) and job-management tools, so production sees what sales sold.
Reporting from multiple systems
Sales and operations dashboards built from several systems at once, so one screen tells the real story.
Order and billing status
Automated order, billing, and margin reporting that reconciles across the systems it touches.
Document and email handling
AI reads incoming documents and customer emails, classifies them, and routes them to the right place.
Scheduled summaries
Management summaries drafted and delivered on a schedule, so the weekly report stops being a manual chore.
A small senior team that knows the work.
Founded
Independent, owner-operated, here for the long run.
Endpoints managed
Workstations, servers, and devices across our client base.
Response time
Responses in minutes, not hours.
North Georgia
Adairsville-based, on-site coverage across North Georgia.
A few things owners usually ask.
Do we have to change the software we use?
No. The point is to connect the tools you already have, not to replace them. We work with your existing sales, accounting, and production systems.
Is this the same as your Managed AI work?
It overlaps. Integration moves data between systems, while automation and AI handle the steps a person used to do by hand. Most projects use some of both. You can read more on our Managed AI page.
Where do you usually start?
Usually with the handoff that hurts most, often sales to accounting, then we expand from there once it is proven and your team trusts it.
PeachByte is an independent IT and automation provider and is not affiliated with or endorsed by Salesforce, Intuit, or the other vendors named here. Product names are used only to describe the systems we connect.
Ready for technology that gets out of your way?
A 30-minute call is usually enough to know whether we are a fit.