Front-office & Back-office
Comprehensive integration and automation connecting your sales, finance, and operations systems to create seamless data flow from customer interaction to financial reporting. We bridge disconnected CRM, ERP, accounting, and inventory systems to eliminate inefficiency, reduce errors, and enable faster decision-making from unified data.
In a nutshell
Connect and automate your entire business. We link front-office systems like CRM, sales, and marketing with back-office platforms including ERP, accounting, and inventory, creating real-time synchronization and automated workflows that turn operational chaos into strategic clarity.
Who is this for
- Mid-size to enterprise organizations managing complex operations or multi-entity structures
- Rapidly scaling businesses that outgrew their original systems and now struggle with inefficiency
- Companies merging or acquiring divisions that need unified reporting and workflows
- Brands operating across eCommerce and retail where orders, stock, and payments must align across platforms
- Finance teams tired of manual reconciliations and inconsistent data between systems like CRM, ERP, and POS
Action plan
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1
Systems audit & mapping 2-3 weeks
Audit operational stack from CRM to accounting, identify integration gaps and data inconsistencies
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2
Workflow design 2 weeks
Map lead-to-ledger workflows, highlight automation opportunities, evaluate compliance and scalability
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3
Integration development 4-8 weeks
Build real-time connections across Salesforce, HubSpot, NetSuite, Sage, QuickBooks, Shopify, Amazon, and custom APIs
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4
Automation implementation 3-4 weeks
Deploy automated order-to-cash, procure-to-pay, and reconciliation workflows with error handling
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5
Dashboard & reporting 2-3 weeks
Create unified dashboards with live revenue, expense, margin, inventory, and forecasting analytics
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6
Process optimization Ongoing
Define SOPs, optimize approval flows, implement data governance, and shorten reporting cycles
Deliverables
Real-time synchronization between Salesforce, HubSpot, NetSuite, Sage, QuickBooks, Shopify, Amazon, and custom APIs
Automated order-to-cash, procure-to-pay, and reconciliation processes with trigger-based validation
Live revenue, expense, margin reporting by channel or region with inventory and fulfillment analytics
Cash-flow projections and predictive analytics fed directly from operational data
SOPs, RACI models, approval flows, and audit trails for governance and compliance
Automated data validation and exception management to eliminate manual corrections
Executive, finance, and operations dashboards tailored to business requirements
Our commitment
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Multi-disciplinary expertise - ERP engineers, data architects, and product managers working under one roof
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True front-to-back integration - Connecting sales, fulfillment, finance, and analytics without silos
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Compliance-ready design - Every process mapped against GDPR, SOC 2, or ISO 27001 standards
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Fractional embedded model - Teams that move like internal staff, not external consultants
Available vetted specialists
1 System Architect
Integration design and technic
2 ERP Engineers
Platform configuration and wor
1 Data Engineer
ETL pipelines and data transfo
1 Product Manager
Process design and stakeholder
1 Business Analyst
Requirements gathering and opt
Areas of service
Supporting private-equity portfolios, consumer brands, and enterprise divisions across the UK, US, and Europe with expertise spanning NetSuite, Sage, Salesforce, Shopify, and Amazon ecosystems.
They integrated our three separate systems in 90 days. Double data entry eliminated, reconciliations automated. Our month-end close went from ten days to two. Finally, one source of truth across the business.
Why Neurotic
We combine ERP engineers, data architects, and product managers under one roof to deliver true front-to-back integration. Our fractional embedded model moves like an internal team, not an external consultancy. We design every process for compliance—mapped against GDPR, SOC 2, and ISO 27001 standards from day one. Our proven frameworks reduce human error by 70%, cut month-end close time in half, and improve forecasting accuracy across eCommerce, energy, fintech, and consumer goods.
Interested in our range of services?
Check out our departments