Daily Sync Agent
// case file open
Sales reports show won deals that were never invoiced, and open deals that were paid two months ago.
Marketing cannot tell which clients actually produced revenue this quarter.
Demand Reactivation cannot identify who has gone quiet because the underlying data is corrupted.
Operators raise invoices in Books without linking them to a CRM deal. Bookkeeper reconciles by name. Names drift, get misspelled, get duplicated. CRM and ledger have been telling different stories for years.
An agent that walks the CRM-to-ledger bridge three times a day. Matches via the durable account identifier, never by name. Tiered confidence: high-confidence written automatically, medium-confidence routed for review, low-confidence escalated.
Result. Six hours per week of admin reconciliation eliminated. One full bookkeeper day per month freed. The CRM is clean enough that downstream marketing reporting, sales attribution, and Demand Reactivation all run on data that is finally true.
Built in 11 days. Live for 4 months. Productisable for Zoho, HubSpot, Salesforce, and GoHighLevel.