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Build. Control. Sync
Integration Platform

Build. Control. Sync

A multi-tenant control layer that syncs your CRM into your accounting system.

A multi-tenant integration platform that mirrors records from CRM sources (JobNimbus) into accounting sinks (Sage Intacct) through a pluggable connector registry. CRM is the source of truth; sync is one-way, polled by watermark, and gated by configurable business rules before anything is pushed — customers, invoices, and GL coding land in Sage automatically, with a full audit trail.

Build. Control. Sync screenshot 1

What it does

One-way, watermark-polled sync (JobNimbus → Sage Intacct) with a local Postgres mirror
Pluggable connector registry — adding a CRM source or accounting sink module needs no UI changes
Configurable mapping & push policy: filter, enrich, route, or skip records before they reach the sink
Derived Sage DTOs — CUSTOMERID, invoice lines, and GL coding generated from CRM records
Procure-to-pay & GL posting against the Sage Intacct XML Web Services gateway
Multi-tenant accounts with per-tenant connections, settings, and credential storage
Role-based access control with system roles, permissions, and platform-admin tier
Project-intake workflow with purchase-order ceilings, billing gates, and job attribution
Full audit logging, security audit, and pending-write queue for safe sink writes
Next.js dashboard over the live mirror — job matching, sync runs, and connection health
Idempotent id-mapping (SyncLink) so re-runs never duplicate records in the sink

Technologies15

Node.jsJavaScript (CommonJS engine)@intacct/intacct-sdk (Sage Intacct XML Web Services)JobNimbus REST APIPrismaPostgreSQLNext.jsReactTypeScriptTailwind CSSRadix / lucide-reactPlaywrightAnthropic SDKxlsxHusky

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