API + AI Across Your Stack

APIs on beat—data enriched by AI. Subhead: Move and transform data between apps with one‑shot AI steps (classify, extract, summarize). Hardened, monitored, and cost‑controlled. 

Best For

Cross‑system syncs, enrichment, classification, and approvals

What we Use

App/REST APIs, webhook relays, OCR/LLM steps (usage‑metered), queueing & retries

KPI Impact

 4–6 weeks

STRMS RELAY

 APIs on beat—data enriched by AI

Cross‑app data flows that call AI when judgment is needed—so your records stay in sync and your team stops spelunking for context.

What it Does?

Sync & transform Keep CRM, GL, billing, and data warehouse aligned; map & transform schemas.
AI enrichment Categorize transactions, extract line‑item fields, summarize tickets/emails.
Contextful alerts Send actionable digests with links, not just “click to open.”
Governance Rate limits, cost caps, and fallbacks when AI confidence is low.
See Pricing

Examples

  • Salesforce opportunity → generate invoice in QBO/Xero; attach PO; post to Slack for approval.
  • Vendor bill capture → OCR → code to vendor/GL class → route to approver → post on approval.
  • Stripe payouts → reconcile to GL; raise mismatch tickets with suggested fixes.

Prerequisites

  • API access (or service accounts) to target systems; field mappings for key objects.

KPIs you can target

  • ↓ time to update records across systems
  • ↓ exceptions per 1,000 transactions
  • ↑ first‑touch resolution on approvals

Replace the light bulbs

  • Throttles and circuit breakers for AI costs
  • Signed webhooks; encrypted credentials in secrets manager
  • Per‑integration run logs and retries

FAQs

  • Will AI “make up” data?

    We bound the prompts and use structured extraction with confidence checks; low‑confidence outputs fall back to rules or human review.


  • Can Relay write into my GL?

    Yes—behind approvals and guardrails. We can stage entries for review first.

  • What happens if an API changes?

    We monitor and update connectors under your maintenance plan.

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Serrano Bookkeeping faced significant challenges in managing their sales workflow, resulting in inefficiencies, missed opportunities, and a heavy reliance on manual processes. By implementing STRMS, they successfully streamlined their lead management, onboarding processes, and client communication, dramatically improving their overall efficiency.
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By Korey Cournoyer • September 16, 2024
Simple tasks, like coordinating meetings and accepting QuickBooks invitations, are now automated, allowing GrowthLab to reallocate time to more critical activities.
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