Data Integration for Business Consulting Firms

Unify client data, project systems, and billing platforms for better utilization and profitability.

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Industry-Specific Outcomes

Client 360 views integrating CRM, project history, and billing data

Resource utilization dashboards from PSA and timesheet systems

Project profitability tracking combining financials, time, and resource costs

Cross-sell opportunity detection from integrated client engagement data

Automated billable hours compliance for time-and-materials contracts

Data engineering resources

Popular Connector Workflows

Source System

Destination

Use Case

Salesforce

Snowflake

Client relationship analytics and pipeline forecasting

Jira

BigQuery

Project delivery metrics and resource allocation insights

HubSpot

Snowflake

Marketing qualified leads and client acquisition tracking

QuickBooks

BigQuery

Financial consolidation and multi-office revenue reporting

Google Sheets

Snowflake

Time tracking data integration for utilization analysis

Consulting Firm Data Integration Architecture

Unified pipeline from CRM, PSA, and financial systems to analytics layer for actionable insights

Our business deals with a lot of PII data, and we didn't want to waste hours trying to find out where and how third-party solutions are storing our data. With Airbyte, we could just push a few buttons, allow API access, and bring all the data into Google BigQuery. Now, we can easily tell how any customer entered our platform, how much they cost, and their ROI.