A Salesforce org is a great system of record and a frustrating place to run a business from: reports that can't join, history that expires, formulas that quietly rewrite the past, and integrations nobody can see inside. We run production integrations against a Salesforce-native TMS for a $60M freight brokerage: mirroring it, reverse-engineering it, bridging it to Sage Intacct, and auditing every write.
If your data lives in Salesforce, or a Salesforce-native platform like Revenova, and it needs to go somewhere or come back right, this is the work we do.
See it in production: read the case study →
Every card below is something we've built, run, and fixed in a live org, not a feature list from a vendor deck.
Loads, accounts, stops, invoices, and accessorial lines mirrored continuously into Postgres, with 16 materialized views behind the dashboards. Salesforce stays the system of record. Your reporting stops depending on it.
A Flow HTTP callout upserts a single record the moment it changes, bypassing batch latency, with constant-time secret comparison on the receiving end.
Nightly jobs use a server-to-server token path so they never contend with the always-on loop's refresh token. That removed a recurring class of 400-level failures.
Full enumeration of objects, fields, relationships, and history tracking into a 5.2K-line spec to rebuild against while paid access lasts. It found the vendor's own plan-margin field under-netting multi-leg carrier settlements.
Daily append-only capture of who changed pay-relevant fields, schema-validated each run so a renamed field degrades gracefully instead of failing silently.
Exactly two sanctioned writers: a qualified-customer flag and a payment writer. Each is set-only and mirrored to an audit table. Nothing else in the platform can write to the org.
Rep attribution stamped at ingest, so a retroactive formula recalculation can never silently repay history, a drift class that left six figures of overstamping in the source system.
Append-only diff of who owns what on each account, because the source mirror is overwritten nightly. Designed so the first run emits zero false "changed" alerts.
The value shows up when the org's data meets accounting, payments, inboxes, and dashboards, and each connection is watched for drift.
AR / AP / GL bridge
Live mirror with history
Payment sync, prepay and AR pay links
Answers, not exports
The seam between a Salesforce-native TMS and Sage Intacct is where integrations fail quietly. We took over one that did.
Behavioral mirroring of an outsourced TMS-to-ERP bridge with no source access, then a replacement with fail-closed dedup, pre-flight validation, verify-after-write readback, and an append-only run journal. The incumbent's silent-skip failure reproduced 24 of 24 times.
Finds invoices marked paid without the payment records the TMS roll-ups depend on, and creates them idempotently. A 1,052-invoice outage window backfilled with zero failures.
REST and XML Web Services in one client, with automatic fallback for XML-only functions. A batched design replaced an abandoned integration burning 215K calls a month.
Full Sage Intacct detail: GL dashboards, budget vs. actual, duplicate-payment scanning, multi-entity AR/AP, and accounting watchdogs.
See the Sage Intacct page →A read-only API connection and an object census: what's in the org, what's stale, what's formula-driven, and what rewrites history when it recalculates.
Land the data in Postgres, then reconcile to a number you already trust, such as your controller's workbook or payroll, to the penny before building on top.
Heartbeats, credential probes, staleness alerts, and drift checks, so a renamed field or an expired credential pages someone instead of failing silently.
Set-only writers with an audit trail. Your business owns the rules. We implement them, test them, and log every change.
Safety by default: every secret in organization-scoped vault storage, nothing in code, commits, or logs; 1,069 regression tests on money-touching rules, each anchored to a verified production vector.
The TMS is a strong system of record and a weak reporting tool. We add the mirror, the commission engine, carrier monitoring, and portals on top.
Freight brokerage systems →Invoices, payments, and customer status that someone re-keys, or that a vendor bridge moves unreliably. Sage Intacct is our home turf.
Sage Intacct bridges →Reports can't join what you need. A live Postgres mirror gives analysts, dashboards, and AI assistants a fast, queryable copy with history Salesforce eventually expires.
SQL data platforms →Managed packages and vendor-run bridges are black boxes until they fail. We document the behavior from the outside, then give you something you own.
Talk to us →Yes. The work on this page was built and operated against a Revenova / Salesforce-native TMS in production for a $60M freight brokerage. Other Salesforce-based packages follow the same pattern: we start with a read-only object census to learn what is standard, what is vendor-managed, and what is formula-driven.
Yes. We mirror objects continuously with a five-minute freshness target, add Flow-triggered real-time upserts for single records, and use nightly full-replace pulls where the source data is retroactively editable. Analytics views sit on top of the mirror.
Read-only is the default. Write-back is added only where the business signs off, through scoped set-only writers, each mirrored to an audit table. Nothing else in the integration can modify the org.
Scheduled jobs use an OAuth client-credentials path that is isolated from the always-on sync loop's refresh token, so the two never contend. That separation eliminated a recurring class of 400-level failures. Credentials live in organization-scoped vault storage, never in code, commits, or logs.
Yes. We run a dual-path Intacct client (REST and XML Web Services), AR/AP/GL sync, and payment write-back, and have taken over a failing outsourced TMS-to-ERP bridge with an owned replacement. See the Sage Intacct page →
We reconcile against a source you already trust, such as your controller's workbook or payroll, to the penny before anything is built on top. Money-touching rules are covered by regression tests anchored to verified production vectors.
We mirror its behavior from the outside, without source access, document where it fails silently, and then build an owned replacement with pre-flight validation and verify-after-write checks.
No pitch decks, no rip-and-replace. Your org stays exactly as it is. You'll hear back from a human, usually the founder.