Platform demand map.
Which systems your customers and prospects run, from your CRM and support data.
NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents
STRATEGY WORKSHOPS
A fixed-scope workshop with your product and engineering leads. We rank the integrations that win and keep deals, size the work, and leave you with a 90-day roadmap.
DELIVERABLES
Which systems your customers and prospects run, from your CRM and support data.
Integrations scored by revenue impact, effort and risk.
Where Unify Int fits, where it doesn't, and what in-house would cost.
Owners, milestones and success measures.
HOW IT WORKS
1 week (target). Data request and interviews.
Half day or full day. Remote or on site, with your product lead, engineering lead and someone who hears customer requests.
Within 1 week (target). Written plan and slides.
ENGAGEMENT MODEL
Fixed scope and fixed fee: prep, one workshop session and a written readout.
About 2–3 weeks from data request to readout (target).
Product and engineering leaders deciding which integrations to build, buy or skip.
Talk to us. Fixed scope, prep + workshop + readout. Flat fee, credited against an implementation within 90 days.
WHO IT'S FOR
No. If building in-house is right for you, the readout says so.
A product lead, an engineering lead and someone who hears customer requests (sales or success).
Yes: the workshop fee is credited against an implementation within 90 days.
A list of integration requests from sales and support, your current integrations and their pain points, and an hour with each attendee for interviews during prep.
Share your platforms and timeline. A Technology Center engineer replies within one business day.
By submitting, you agree to our Privacy policy. We'll only use your details to reply.
Get started
Request sandbox access, or book 30 minutes with an engineer to map your integrations.
Free sandbox access. No credit card. Reply within one business day.