Integrations

No more double entry.

Connect Machine Research to the ERP and accounting tools you already use — so customer, quote, and job data stay in sync automatically.

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Syncs with QuickBooks, JobBOSS², ProShop, and Fulcrum

Enter data once, it flows everywhere

Real job actuals feed back into your estimates

Re-entering job data isn't just tedious,
it's where errors creep in

What's true in your quoting system doesn't always match what's true in QuickBooks, and nobody notices until the invoice is wrong.

Integrations connect Machine Research to the systems you already run so your data stays accurate everywhere, without anyone re-typing it.

One source of truth, working in real time

Clean handoff from quote to cash.

Sync customers and completed quotes directly into QuickBooks to eliminate re-entry, reduce accounting errors, and speed up invoicing.

Better quotes, smoother execution.

Push quotes into JobBOSS2 for faster order creation while feeding job history back into Machine Research to fine-tune future estimates.

Estimates grounded in real shop data.

Pull actual programming, setup, and run times from ProShop to compare estimates vs. actuals and continuously improve pricing accuracy.

From quote to job without friction.

Keep customer, quote, and job data aligned across systems while using real production data to tighten margins over time.

More Integrations Coming Soon

We’re actively adding new ERP and accounting integrations based on customer demand. As your tech stack evolves, Machine Research evolves with it.

Enter it once

Customers, quotes, and jobs sync automatically between Machine Research and your ERP or accounting system. No copy-paste, no re-typing.

Estimates that learn from real jobs

Pull actual programming, setup, and run times back into Machine Research to compare estimates vs. actuals and sharpen future pricing.

Clean handoff, start to finish

Push completed quotes into your ERP for order creation, and sync completed quotes into QuickBooks for faster invoicing.

Integrations typically include:

  • Customer sync: Import customers from ERP into Machine Research—and optionally sync updates both ways
  • Historical quote import: Bring in past quotes for reference, traceability, and smarter estimating
  • Job history & actuals import: Programming, setup, run times, material and outside process costs—all used to improve future quotes
  • Quote export to ERP: Push completed quotes into ERP to support order creation, purchasing, scheduling, and fulfillment
  • Two-way syncing: Changes in one system automatically update the other—no manual reconciliation

Built to protect data and support CMMC 2.0 compliance

ITAR registered — FedRAMP Moderate audit underway

FedRAMP CMMC 2.0 Certified

Everything your shop needs to quote faster —
in one connected platform.

3D Part Viewer

Upload CAD, PDFs, or drawing files individually or in batches — and see the actual 3D part in your browser, no CAD license required. Rotate, measure, section, and analyze geometry before your estimator writes a single number. Supports STEP, CATIA, X_T, SLDPRT, and 10 more file types.

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ShapeSearch

ShapeSearch

Visually search your part library for geometrically similar jobs. Pull up prior costing and pricing data instantly and use it as the foundation for the new estimate. Stop re-quoting parts you’ve already priced — and stop sending inconsistent prices to the same customer.

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Automated RFQ Capture

Automated RFQ Capture

Every customer request flows in from your website or email automatically — organized, secure, and ready to estimate. No lost files, no manual re-entry, no inbox archaeology.

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Centralized Part Library

Every part file, drawing, quote, revision, and communication in one ITAR/FedRAMP-aligned system. Nothing lost. Everything traceable. When a similar RFQ comes in, the history is right there.

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AI Estimating for machine shops

AI-Powered Estimating

Real machine learning — trained on your actual job data — analyzes 3D part geometry and generates programming, setup, and run time estimates in seconds. Not a formula. A model that gets smarter as your data grows.

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Team Collaboration

In-app messaging, tasks, and approvals keep the team aligned. Tribal knowledge stays captured with the job — not in someone’s head. Anyone on your team can pick up where someone else left off.

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Assembly Estimating

Quote complete assemblies — not just individual parts. Machine Research supports STEP, SLDASM, CATPRODUCT, and NX files, bringing the same AI-powered estimating capability to multi-component jobs. One of the only quoting platforms with a true assembly solution.

See Assembly Estimating >

Professional Quotes

Send polished, branded quotes in minutes. First quote on their desk. Best-looking quote in their inbox. Speed plus professionalism equals competitive edge.

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Designed alongside working machine shops

Quoting is sooo much faster and easier now. The software integrates seamlessly with QuickBooks, saving us even more time and reducing errors.

Alberto Martinez, Rapid Machine Shop

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Ready to stop entering the same data twice?

See how Machine Research connects to QuickBooks, JobBOSS², ProShop, and Fulcrum to keep your quoting and production data in sync.

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FAQS

Yes. Machine Research syncs customer and quote data directly with QuickBooks to eliminate double entry and reduce accounting errors.

Yes. Machine Research integrates with JobBOSS to push completed quotes into the ERP and pull job history and actual production data to improve future estimates.

Currently Machine Research integrates with QuickBooks, JobBOSS, ProShop, and Fulcrum ERP, with additional integrations being released.

By importing real job data—programming time, setup time, run time, and material costs—Machine Research compares estimates to actuals and refines pricing using machine learning.

No. Machine Research works independently but integrates with ERP and accounting systems to eliminate dual entry and improve data accuracy.