Seamless Integration. Real Intelligence
​Connecting your data is simple. Once you link your software to DATAFORGE, we securely bring your data in and get it organized instantly. Nothing changes in your day-to-day tools, nothing is modified, and your information stays protected.
​
From there, our systems can go far beyond basic reporting. Your data can power real-time monitoring, automated checks, and purpose-built tools designed around your business. Trends become obvious, early warning signs surface immediately, and repetitive processes can be replaced with automated logic or custom applications built on top of your data. You get a living system that watches your business for you—giving you clarity, speed, and the leverage to stay ahead.
The Technology Behind Your Integration
Most modern business software has a built-in way to exchange data and information safely. Think of it like a secure pipe: the software lets DATAFORGE access the data you already own, but in a controlled way that does not interfere with how you interact with your tools. In technical terms, these pipes are called APIs—they’re standardized “access points” that allow two systems to communicate without exposing anything they shouldn’t.
​These secure API connections only exist in cloud-based software. Cloud-based simply means your tools run online, stay updated automatically, and aren’t tied to one machine. Because everything operates through the internet, the software can share information safely and consistently, making the integration fast and dependable.
Desktop software works very differently. They’re installed on a single computer and don’t have the online “pipes” (APIs) that cloud systems use to share data. Because everything stays locked to that machine, the software can’t send information to DATAFORGE in a safe, easy way. For this reason, we do not offer AI integration services with companies who use solely desktop business software.
​
Most companies now run on cloud-based systems, which makes AI integration with DATAFORGE a fast, straightforward process.
​
Cloud Based Software
What is Cloud Based Software?
Cloud software runs through the internet instead of being stuck on one computer. You log in from anywhere, and the software stays updated on its own.
How Do I Know if My Software is Cloud-Based?
If you open your software by going to a website and signing in, it's cloud based. If it runs on a browser, it's cloud based.
Desktop Software
What is Desktop Software?
Desktop software is installed directly onto computers in your office or on your company's local server. It runs from your own hardware—not through the internet—and updates only when you install them.
How Do I know if My Software is Desktop?
If you open the program by clicking an icon installed on your computer, and you don't sign in through a website, it is likely desktop software.
Your Software Ecosystem Is More Connected Than You Think
Many companies use more than one system to run their business—CRMs like Salesforce or HubSpot, estimating tools like Autodesk, operational tools like Sage Field Ops, and many other industry-specific add-ons. On the surface, it feels like a scattered stack. But, behind the scenes, these tools almost always sync into one main source of truth: QuickBooks, Sage Intacct, NetSuite, or a similar accounting platform.
​
Because of this, DATAFORGE doesn't require connecting to every tool individually. We integrate directly with your source-of-truth system, the place where all your data already flows.
​
During our Data Readiness Check, we hep you configure your supporting tools so they pass clean, consistent information into that system—things like job numbers, invoice references, customer IDs, and project details. When those fields line up, everything connects cleanly, and your reporting becomes dramatically simpler and far more reliable.
​
This structure avoids the cost and complexity of managing multiple integrations for every piece of software you use. Instead, DATAFORGE focuses on the software that holds everything together.
​
No piece of business software does everything, and each one has its own limits. We cannot guarantee universal compatibility, but most modern business tools have the controls we need to get everything aligned cleanly. And if your setup requires pulling from more than one system, we can build multiple integrations where the software supports it.​​​
Supported Software Versions
Below, you will find examples of common software we commonly support, but it is not an exhaustive list. If your software is not listed, please book a free consultation and we will confirm compatibility in minutes.
QuickBooks
​
​
​
Eligible Versions:
QuickBooks Online (QBO)
QuickBooks Advanced
QBO Accountant
​Eligible Supporting Software:
QuickBooks Time
QuickBooks Payroll
QuickBooks Payments
​
Not Eligible / Limited Support
QuickBooks Desktop (QBDT)
QuickBooks Point of Sale
​
​
SAGE
Eligible Versions:
SAGE Business Cloud
SAGE Intacct
SAGE X3 EPP
​
Eligible Supporting Software:
SAGE Field Operations (SFO)
SAGE Paperless
SAGE AR Automation
SAGE Fixed Assets
SAGE HRMS/SAGE People
Many More
​
​Not Eligible / Limited Support
SAGE 50
SAGE 100
SAGE 300
NetSuite
Eligible Versions:
NetSuite ERP (Core)
NetSuite CRM
NetSuite OneWorld
Suite Commerce
​
​Eligible Supporting Software:
NetSuite Financial Management
NetSuite Inventory & Order M.
SuitePeople
​​
Xero
Eligible Versions:
Xero Accounting
Xero Payroll
Xero Projects
​
​Eligible Supporting Software:
Xero users typically have a variety of sub-software that is eligible for integration. Please book a free consultation to explore possible degrees of integration.
Autodesk
​
​
​
Eligible Versions:
Autodesk Build (Construction)
BIM 360 (Cloud)
PlanGrid (Cloud)
Autodesk Docs
AutoDeskTakeoff
​Eligible Supporting Software:
BIM 360: Field & Cost Management
Build Insight Modules
PlanGrid Build Mobile App
Many More
​
Not Eligible / Limited Support
AutoCAD Desktop
Revit Desktop
​
​
Align
Eligible Versions:
Align Essentials
Align Professional
Align Enterprise
​
Eligible Supporting Software:
4D Summaries
Alignment Checklist
Cash Acceleration
Priority Calendar
Many More
​
​​
CCH Tax Software
Eligible Versions:
CCH Axcess Tax
CCH Axcess Document
CCH Axcess Portal
CCH Axcess Workstream
CCH Axcess Practice
​
​Eligible Supporting Software:
Client Collaboration Tools
Cloud Workflow Automation
Many More
​
Not Eligible / Limited Support:
CCH ProSystem fx
Other Desktop Versions
​​
Microsoft Dynamics
Eligible Versions:
365 Finance
365 Business Central
365 Customer Service
365 Sales
365 Supply Chain
365 Field Service
​
​Eligible Supporting Software:
Power BI
Power Automate
Power Apps
Many More
​
Not Eligible / Limited Support:
Dynamics GP
Shopify
​
​
​
Eligible Versions:
Shopify Basic
Shopify Grow
Shopify Advanced
Shopify Plus
​Eligible Supporting Software:
Shopify POS
Shopify Payments
Shopify Markets
Shopify Apps
Many More
​​
​
​
Salesforce
Eligible Versions:
Sales Cloud
Service Cloud
Marketing Cloud
Commerce Cloud
Experience Cloud
Salesforce Lightning
​
Eligible Supporting Software:
Slack
MuleSoft
Tableau / CRM Analytics
AppExchange Apps
Many More
​
​​
HubSpot
Eligible Versions:
HubSpot CRM
Marketing Hub
Sales Hub
Service Hub
Content Hub (CMS)
Operations Hub
​
​Eligible Supporting Software:
Over 1,500 third party apps
Sales Automation
Service Ticketing
Knowledge Base
Many More​​
Not Sure If Your Software is Compatible?
Most systems can integrate, and if yours cannot, we will tell you upfront.