Services
Your software works. Your operation still doesn't.
Individual systems often perform their jobs well. The problems appear when data and workflows have to cross between them. Most growing businesses don't need another standalone tool. They need the systems they already use to share information, the data to come together, and the missing workflows to be built around the way the business actually operates.
Cass & York connects the systems, unifies the data, automates the work, and builds what's missing.
[01] Systems Integration Services
All services ↑Connect your systems.
Your business already runs on software. We make those systems work together. Our systems integration services connect CRM, ERP, accounting, field-service, project-management, inventory, communications, equipment, marketing, and industry-specific platforms so information can move reliably across the business.
Show Us Your Workflow →Explore Systems Integration Services →Typical work
Good fit
Your team enters the same information into multiple systems, exports CSVs to move data around, or depends on people to keep applications synchronized manually.
[02] Data Integration & Unified Data Platforms
All services ↑Bring your data together.
Create a single source of truth across the systems your business already uses. Our data integration services resolve fragmented data and data silos by creating a common operational data layer. We bring operational, customer, financial, project, equipment, marketing, and historical data into one structure so your team can report, search, analyze, automate, and build on top of it.
Show Us Your Workflow →Explore Data Integration & Unified Data Platforms →Typical work
Good fit
Your team spends hours combining exports from several systems before anyone can answer a basic operational question.
[03] Workflow Automation & AI
All services ↑Automate the work.
Once the systems and data are connected, the software should do more than display information. We build workflows that identify what needs attention, prioritize work, trigger actions, create tasks, route exceptions, trigger alerts, recommend actions, analyze communications, and write approved actions back to existing systems. Our workflow automation services combine business process automation and AI-assisted workflows, with human review where judgment matters.
Show Us Your Workflow →Explore Workflow Automation & AI →Typical work
Good fit
Your team can see what needs to happen, but people still have to inspect reports, prioritize the work, and move each task forward manually.
[04] Custom Software Development
All services ↑Build what’s missing.
Sometimes integration and automation still leave a workflow that existing software handles poorly. Our custom software development services focus on the way your operation actually works. If your team uses only 30 to 50 percent of a platform you pay for, another broad product may not solve the remaining gaps. We keep the parts that work and build the workflows your team actually needs.
Show Us Your Workflow →Explore Custom Software Development →Typical work
Good fit
Your existing tools leave an important workflow uncovered, or a broad platform is too rigid or complicated for the part of it your company actually needs.
[05] How they work together
Most projects use more than one.
A company might start by connecting its CRM, accounting, and field-service systems. Once the data is together, we can create a unified customer record, identify customers who need follow-up, and automatically create work for the sales team. If the existing software cannot support the workflow, we build the missing application.
01 →
Existing systems
CRM, accounting, and field-service tools stay in place.
02 →
Connect
Information moves reliably between them.
03 →
Unify
Related records become one customer view.
04 →
Automate
Follow-up needs create tasks for the right team.
05
Build where necessary
A focused application closes the remaining gap.
[06] Capabilities
The capabilities behind the work.
PDFs, invoices, tickets, manifests, forms, emails, photos, and handwritten documents can become inputs to your data platform or workflow. Modernization can replace a fragile part of that workflow. We choose the capabilities around the outcome you need.
Integration & Data
- APIs
- Data pipelines
- ETL / ELT
- Data lakes
- Warehouses
- System synchronization
AI & automation
- AI agents
- Document intelligence
- Classification
- Extraction
- Recommendations
- Workflow automation
Applications
- Internal tools
- Dashboards
- Customer portals
- Admin systems
- Search
- Mobile / field applications
Modernization
- Legacy replacement
- Spreadsheet replacement
- Application migration
- Architecture redesign
Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →