API Development & Integrations for Professional Services
Time tracking, project management and invoicing in three tools, so margin per project is discovered annually.
API development and integration work connects separate systems so data moves between them automatically. For a professional services firm, the work is judged on a booked consultation with someone who can sign. One flow from logged time to raised invoice, with profitability visible weekly.
What is costing you money today
Time tracking, project management and invoicing in three tools, so margin per project is discovered annually.
A site full of adjectives and no evidence, which loses to a competitor with three specific case studies and a named team.
What changes once this is in place
One flow from logged time to raised invoice, with profitability visible weekly.
How professional services actually buys
Two weeks to two months, decided on credibility and referral more than on price, with the website acting as the reference check.
- The unit of value
- a booked consultation with someone who can sign
- The common mistake
- A site full of adjectives and no evidence, which loses to a competitor with three specific case studies and a named team.
- What we do instead
- Publish the work, the method and the people. In this vertical the proof is the product.
What it has to talk to
A build for a professional services firm is mostly integration work. These are the systems we expect to exchange data with:
- CRM
- Calendar booking
- Proposal software
- Email sequences
The words your buyers actually use
Generic service copy loses to copy written in the vocabulary of the vertical. These are the terms that carry intent here, and the ones the pages we build are structured around:
- case studies
- our process
- book a consultation
- retainer vs project
- team credentials
The rules this sits under
Professional advertising rules vary by body — legal and accounting practices in particular have restrictions on solicitation and on claims of expertise.
What you get
- Integration map — Every system, what it owns, what it needs, and where the truth lives for each entity. Most integration projects should start by deciding which system owns the customer record.
- API design — Resources, versioning, authentication, pagination, rate limits and error shapes, agreed before implementation.
- Implementation — REST or GraphQL endpoints in TypeScript, with validation at the boundary and types generated from the schema.
- Third-party integrations — CRM, ERP, Tally, payment gateways, WhatsApp Business API, courier and ad platform APIs — with credentials handled properly.
- Webhook handling — Signature verification, idempotency keys, a queue, retries with backoff and a dead-letter store you can replay from.
- Sync and reconciliation — Scheduled reconciliation that compares both systems and reports differences, because event-driven sync alone always drifts eventually.
- Monitoring and alerting — Failure alerts to the channel your team actually reads, with enough context to act rather than just to worry.
- Documentation — API reference, an integration runbook, and a page describing what to do when each integration fails — written for whoever is on duty, not for us.