Integration delivery at scale - without scale pain

This PSA giant serves thousands of enterprise customers, each with unique systems and workflows. From finance tools like Sage Intacct to bespoke ERP setups, delivering native integrations was mission critical.

Two key teams faced challenges:

• Product Engineering

  Tasked with building out-of-the-box integrations to be replicated across all customers. They needed middleware that would run in the background, powering seamless native experiences inside their PSA platform.

• Professional Services

  Focused on custom, enterprise-specific use cases. Their goal was to configure highly tailored workflows with unique rules and logic and take them live fast.

The reality? Engineering resources were stretched thin. Standard middleware required repetitive builds. Custom projects dragged on for months. Mission-critical data syncs across systems often failed due to the lack of real-time observability and agentic automation.

"We didn't want our teams to become system integration consultants. We wanted a platform where we could describe what we needed and just…make it live," recalls a senior engineering leader at the company.

Initial approaches fell short

Like most enterprise software vendors, the PSA team initially leaned on traditional iPaaS solutions. But these tools weren't built for true embedded experiences or deep customization.

• Middleware wasn't invisible - customers could see sync issues and missed logs.

• Every new integration required weeks of engineering and external consultants.

• Limited team knowledge of systems like Sage Intacct added friction to deployments.

The result? Slow time-to-value, rising costs, and customer dissatisfaction.

Enter Refold: AI-native integration delivery

The PSA team turned to Refold, rethinking how integrations could be built and delivered:

• Refold's agents automatically indexed the PSA's existing API documentation and workflows. This allowed engineers to build and deploy integrations with just a prompt - without writing custom code or hiring external consultants.

• All workflows ran as code within their CI/CD pipelines. Customers saw only native functionality - no middleware, no extra UI, no unnecessary complexity.

• Refold's agents dynamically adapted to system changes, auto-fixing API syncs and managing brittle dependencies.

"Our engineers no longer get pulled away from integration firefighting. We describe the workflow, run tests, and it just works," the engineering leader explains.

From months to days: measurable impact

The shift was dramatic:

• 2 months → 1 week

  Mission-critical Sage Intacct integrations now deploy in under a week

• XX% reduction

  in engineering bandwidth allocated to integrations

• YY% improvement

  in deployment success rate

• 0 external consultants

  All workflows now fully self-service

• Fewer sync issues

  and no visible middleware for end customers

"We went from thinking about integrations as projects to treating them like product features - fast, repeatable, and scalable."

Refold powers PSA's next wave of growth

With Refold, the PSA team can now:

• Deliver embedded native integrations

  at scale without proportional engineering effort.

• Equip Professional Services teams to configure and deploy tailored enterprise workflows

  with minimal effort.

• Migrate customers between systems (like Sage Intacct) seamlessly

  even for mission-critical syncs.

The bottom line? Engineering teams are freed to focus on product innovation while Refold's agents handle the heavy lifting.

"Refold has completely changed how we think about integration delivery. It's fast, reliable, and scales with our business."