"We have Salesforce, but nobody trusts the numbers."
Customer data lives in three places. A/R aging never matches QuickBooks. The dashboard says one thing, the bank says another. Someone spends every Friday fixing it by hand.
Salesforce · QuickBooks · Payments · Integrations · AI
Your business, wired together.
CSF Solutions builds and runs the systems behind growing businesses. One accountable partner for your Salesforce, your QuickBooks sync, your billing, your integrations, and the AI agents that keep it all honest.
Works with
SalesforceQuickBooks OnlineQuickBooks DesktopDocuSignTwilioGoogle WorkspaceAWSClaude
100+automations, integrations and dashboards shipped and running in productionBUILT · TESTED · DOCUMENTED
15+systems wired into Salesforce: accounting, payments, payroll, e-signature, messaging, AITWO-WAY WHERE IT MATTERS
$600K+invoiced in a single one-click billing run, reviewed by a human firstONE RELEASE · ZERO RE-TYPING
24/7agents watching for sync failures, stuck payments and broken automationsFIXES THE SAFE ONES · FILES THE REST
Who this is for
Built for businesses that run operations, not just pipelines.
Service companies, contractors, distributors, property and real estate groups, agencies, professional firms. Any business with real customers, real invoices, and a QuickBooks file that has to match reality at month end.
"Our last consultant built it and disappeared."
Flows nobody understands, a sync that silently drops records, and a support ticket queue instead of a person who knows your business and answers the phone.
"We're growing and the spreadsheets are breaking."
You're adding a second brand, a second office, or a second product line. Quotes, delivery, billing, and collections need to be one line, not a chain of people re-typing things.
What we do
Six things, done end to end.
From the first quote to the closed books, every handoff wired and watched.
Salesforce build and cleanup
An org that matches how your business works, or a rescue of the one you have.
ServicesLead to cash
Quotes, contracts, billing, payments and collections on one record of truth.
The nine stepsQuickBooks sync that reconciles
Online or Desktop, with error triage and a recon dashboard your bookkeeper believes.
ServicesPayments and integrations
Card and ACH inside Salesforce, auto-matching, and the other systems you run.
ServicesAI agents inside your org
Ask your data in plain English. Let agents watch, triage and brief, under guardrails.
AIDashboards owners actually read
Net of tax, draft-free, reconciled. The number on the screen is the number in the bank.
See resultsThe CSF Method
Four stages. Fixed fee. No surprises.
- MapFind where money and time leak
- DesignOne page, one price, one date
- BuildIn a sandbox, tested by your team
- RunReleased, monitored, supported
Industries
Built for how your business actually runs.
Field and facility servicesRecurring contracts, crews, work orders
Professional servicesRetainers, milestones, utilization
Property and real estatePortfolios, units, service requests
Contractors and tradesChange orders, progress billing, job cost
DistributionTerms, credit holds, repeat orders
Multi-brand groupsOne org, separate brands and books
AI that works inside Salesforce
Not a chatbot on the side. An agent in your org.
Agents that reconcile, monitor, triage and brief, running under your Salesforce permissions, with a human gate on anything that moves money.
SCANAccounting sync checked: 1,284 records, 3 errors
FIXED2 invoices missing a tax code, safe fix applied
FILED1 payment needs a person, assigned to finance
SCANAutomations healthy, no stuck records
BRIEFOwner brief sent: cash in, 1 decision waiting
Find out where your systems leak.
A fixed-fee systems audit maps your line from lead to closed books and ranks every fix by payoff.