Customers & Case Studies - DataSpec

Construction & Trades

National Contractor Cuts Month-End From 3 Days to 3 Hours

Unified Simpro, Xero, and Procore into a single real-time view of job profitability across 150+ active projects.

Simpro Xero Procore

Professional Services

200-Person Consultancy Discovers $180k in Hidden Costs

Connected Salesforce, Xero, and Harvest to reveal true client profitability and free up senior resource capacity.

Salesforce Xero Harvest

Regional Health Provider Recovers $94k in Missed Billings

Automated billing reconciliation between practice management and Xero, improving accuracy from 88% to 99.2%.

Practice Mgmt Xero Salesforce

Retail & E-Commerce

Multi-Channel Retailer Unifies Inventory Across Every Touchpoint

Proposed unification of Shopify, warehouse, and Xero data into a single inventory and margin view across all channels.

Shopify Xero Cin7

Mid-Size Manufacturer Gets Real-Time Cost-Per-Unit Visibility

Proposed connection of production systems with MYOB for real-time unit costing, faster quoting, and margin alerts.

MYOB Katana Unleashed

Financial Services

Advisory Firm Builds a Single Client Record Across Every System

Proposed entity resolution across Salesforce, Xero, and HubSpot for a golden client record and automated compliance.

Salesforce Xero HubSpot

SaaS Company Gets Real-Time Revenue Metrics and Churn Prediction

Proposed unification of billing, CRM, support, and usage data into automated SaaS metrics and customer health scores.

Stripe HubSpot Zendesk

Property & Facilities

Property Group Gets Whole-Portfolio Profitability in One View

Proposed connection of operations and financial records for per-property profitability and automated compliance tracking.

Xero Simpro Salesforce

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