Lynk MeThe data layer for businesses that outgrew their systems
Lynk Me connects, cleans, and automates the data between the systems you already run, so your books are fresh, your margins are visible, and your team stops keying in numbers.
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Organizations we've gone deep with
You have several systems of record and no single source of truth
Not because anyone made a bad call. The opposite. Every system you bought solved a real problem at the time. But each one solved it in isolation, and the gaps between them are now held together with spreadsheets and manual work that doesn't scale.
Shopify says one thing, the CRM says another, the GL says a third. Margins erode in the gaps. Automation stalls. AI is a non-starter, because you can't point a model at data nobody trusts.
Your systems don't talk
Sales, operations, and finance run on different platforms with different data. Customers, vendors, POs, invoices. Nothing matches across systems.
The gaps get filled by people
Spreadsheets, manual reconciliation, and staff whose whole job is making the data agree. It works until volume grows.
The numbers arrive too late
Books weeks behind. Three different answers from three different people. Decisions made on costs that are already stale.
- 0%
- Less time in vendor portals
- $0K/mo
- Contractor spend eliminated
- 0am
- Numbers ready, daily
- 0x
- Year-one ROI target
We build a governed data layer across the systems you already run
No migration, no replacement, no downtime. Then we put governance in place so it stays fixed, and put the data to work.
Typical engagements run 2 to 6 weeks.
- 01
Connect, audit, clean
We plug into your systems and find where data breaks between them. Mismatched and duplicate records, stale costs, typos, missing transactions.
- 02
Reconcile until it agrees
We clean and reconcile until key records agree across every system, then build tailored, repeatable reconciliations so quality holds on its own.
- 03
Automate and integrate
We automate what can be automated, dashboard what needs to be seen, and plug into your GL or ERP to keep the books fresh. Your team stops entering data and starts using it.
- 04
Apply AI, safely
Governed environment. Nothing goes to external services. Every action and number is explainable back to its source.
Before and after
What this looks like in practice
$20M service company
- Problem
- Sales team on 12+ vendor portals, spending 70% of their time building quotes.
- What we did
- Connected every portal to their ERP and built a simple quoting tool.
Screen time down 60%. Sales capacity doubled without hiring.
$15M B2B2C company
- Problem
- $20K/mo in contractors keying 2,500 customer POs and hundreds of vendor invoices into QuickBooks, still weeks behind. Price and lead-time changes from 250+ vendors lost in inboxes, so POs went out at stale prices, got rejected, got resent, and shipments were delayed.
- What we did
- Automated the reconciliation and parsed the vendor inboxes straight into their system of record.
Contractors gone. Numbers at 6am daily. POs right the first time, with customer pricing adjusted to hold margin.
$8M Shopify merchant
- Problem
- Duties and fees hit after orders were marked for payout. Shopify deducted from the payout silently, $100+ on some orders, 5 to 20% extra in duties, with no way to trace which order took the hit.
- What we did
- Connected the data sources and matched actual costs back to individual orders.
True margins visible by product. Pricing fixed. Stopped losing money they didn't know they were losing.
If you have said any of these out loud, this is for you
“The spreadsheet holds everything together”
“We're always a month behind on the books”
“I need to log into 4 systems to answer one question”
“We hired a contractor just for data entry”
“I don't trust these numbers”
“Sales and accounting never agree”
“We did an acquisition and now we have two of everything”
Plugs into what you already run
Start with governance and visibility, then level up
Some clients stop at clean numbers in a dashboard. Others keep going until the system is watching itself and telling them what moved. Start where it makes sense and go further when it earns it.
- Level 1
Dashboards
The numbers, fresh, in one place.
- Level 2
Monitoring
A margin that slips below target, a cost that moves, an order that doesn't reconcile, a customer whose orders stop. You tell us what wrong looks like and you hear about it when it happens, not at month end.
- Level 3
Automation
Automate away the revenue you've been burning on contractors moving data between systems.
- Level 4
Always on
An employee that watches for issues, runs the reports, and eliminates the friction between teams.
- Every level sits on the same foundation
Connected systems, reconciled records, named owners, and an audit trail back to source. Without that, nothing above it can be trusted.
Live monitoring
You have clients with problems you don't want to fix yourself
Fractional CFOs, CPA firms and advisors who carry several clients at once are how most engagements reach us. You already know which client is held together by a spreadsheet. What you have not had is a solution that goes beyond simple bookkeeping.
Portfolio view
One console across every client you manage. Each engagement stays walled off, with its own data, its own permissions and its own audit trail. You see the state of all of them without logging into any of them.
We work through you, not around you
The client relationship stays yours. We scope with you, report to you, and you review the governance rules before anything goes live. Your name is on the introduction and we treat it that way.
Governance you set once
Approval thresholds, access rules and reconciliation policy carry across the client's whole team, so you set the standard and it enforces itself.
Depth without a bigger bench
You wouldn't hire data engineers onto your fractional team. This fills the gap your clients feel but can't name, and fills it per engagement without overhead.
Revenue share that survives
You earn on the engagements you originate, and you keep earning if your own engagement with that client ends.
You don't need to diagnose it. Describe what you're seeing and we'll tell you how it gets solved.
Talk to us about referring a clientTwo things we commit to
Privacy by Design
Isolated, secure environments where every number is auditable back to the source transaction and your data doesn't train an AI.
- Physically Isolated Data
Models run against your data inside a private, governed environment. Nothing is sent to third-party AI services and nothing trains a shared model.
- Auditable back to source
Every figure traces to the transaction it came from. When a number is questioned, you can see exactly where it originated.
- Ownership and permissions
Each dataset has a named owner and explicit access rules, so who can see and use data stays clear after we leave.
Get at least 10x ROI in year one
A $20K automation engagement that eliminates $250K in annual contractor spend. A $15K integration that catches six figures in margin leaks.
We win when you win, and if we can't both see a path to 10x the fee in year-one value, it's probably not the right engagement.
Let's find out what your data is costing you
A short call. We'll tell you what we'd look at first and roughly what it would take.
No prep needed. If it's not a fit, we'll tell you on the call.
- Where your systems likely disagree, and what it could be costing you
- What we'd fix first, second, and third, and why that order
- A rough scope and timeline, usually 2 to 6 weeks
- An honest answer on whether the numbers justify the work