---
title: "Internal Tools & Automation in Kenya | Shariff Consultancy"
description: "Workflow automation and internal tools for Kenyan teams: approval flows, dashboards, payment triggers and integrations that replace spreadsheets and WhatsApp."
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> Index of every page on this site: [llms.txt](https://shariffconsultancy.com/llms.txt)

[Services](https://shariffconsultancy.com/services)/Tools that work together

# **Tools that work together, so nobody copies by hand**

We connect your shop, payments, accounting and CRM so orders, payments and invoices line up on their own. When something doesn't match, it goes on a short list for someone to check instead of getting lost.

[**Get a free first scope**](https://shariffconsultancy.com/contact) [**Book a call**](https://shariffconsultancy.com/contact#prefer-to-talk)

## **What changes for your team**

In most businesses we meet, someone spends hours a week copying orders and payments from one system into another, and the numbers still don't line up.

**Online shop**Awaiting paymentPaid

**Order #1042**

Kilele Cafe · KES 5,400

**Payments**Ref 7HD2KQ

**KES 5,400**

Received, matched to the order

**Accounting****Marked paid**

<mark>INV-0419</mark>

Invoice closed, nothing typed

Last sync just now Matched today <mark>**37**</mark> Needs review <mark>**0**</mark>

*- Nothing copied by hand - Payments matched to orders - Mismatches flagged, not lost*

### **Today**

- Orders copied from the shop into the accounts by hand.
- Payments matched to invoices at the end of the month.
- The CRM is weeks out of date.
- When the numbers don't line up, nobody knows where to look.

### **After setup**

- Orders, payments and invoices move between systems on their own.
- Each payment is matched to its order as it arrives.
- Customer records stay current in the CRM.
- Anything that doesn't match lands on <mark>a short list</mark> to check.

## **What's included**

- A map of where your data lives and who changes it
- Your shop, accounting and CRM kept in sync
- Payments matched to orders and invoices
- A review list for anything that doesn't match
- Reports and alerts sent on a schedule
- Monitoring, so you know when a sync fails

Not included yet Replacing your systems. We connect what you already use. If one of them is the real problem, we'll say so and quote the change separately.

what we leave out, we write down

## **How it goes**

1. **01**### **Free first scope**

   We map where your data lives, who copies what, and which connection saves the most time.
2. **02**### **Connect the first pair**

   Often the shop and the accounts, tested on real orders before anything goes live.
3. **03**### **Add the review list**

   Payments and orders that don't match go to one place, showing what's different.
4. **04**### **Reports and alerts**

   The reports you build by hand today, sent on a schedule instead.
5. **05**### **Watch and tune**

   We monitor every sync, fix what fails, and adjust the rules as your business changes.

## **Ready-made connectors or custom**

Simple hand-offs often work with a ready-made connector, and we'll say so in the first scope. This is roughly how the options compare.

simple cases don't need custom

| Question | **Copying by hand** | **Ready-made connectors** | **Custom integration** |
| --- | --- | --- | --- |
| Good for | A handful of orders a week | Simple hand-offs between popular apps | Payment matching, local tools and rules specific to you |
| Ongoing cost | Staff time, every week | Monthly fees per task or run | Hosting and someone to look after it |
| Watch for | Mistakes that only show up at month-end | Failures nobody notices, and limits on complex rules | The highest cost up front |

## **Common questions**

<details>

<summary>**How much does connecting our tools cost? **

</summary>

Projects start from KES 100,000. The price depends on how many systems are involved, the rules for matching, and the reports you need. The free first scope gives you a fixed quote.

</details>

<details>

<summary>**Can you connect the tools we already use? **

</summary>

Yes. We connect your website, shop, CRM, accounting, payments and reporting through APIs and webhooks, so work moves between them without someone copying it by hand. If a tool has no way in, we'll tell you in the first scope.

</details>

<details>

<summary>**What happens when a sync fails? **

</summary>

You get an alert, and the failed item waits on the review list until it's fixed or retried, so nothing is quietly dropped.

</details>

## **Not sure this is the right fit?**

Most projects touch more than one of these areas. Tell us what's slowing you down and we'll send back the smallest useful first version as a one-page scope.

Start with a short note about the problem. [Get a free first scope](https://shariffconsultancy.com/contact).

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