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Uplift Bridge — Engagements

Bridges to the tools you already use.

Bridge isn't trying to replace your CRM, your accounting tool, or your time tracker. It's the connective layer that ties them together — agreement signed, time tracked, invoice generated, accounting reconciled, all flowing through one source of truth.

No per user fees, ever.

Many consulting practices are held together by spreadsheets and weekend heroics. Mine was, for years.
Tommy Spann, founder

Layer Bridge on top of what you've got

Already using Salesforce + HubSpot + QuickBooks + Harvest? Bridge connects them and picks up the agreement-to-invoice lifecycle without forcing a migration.

Real-time data flow, not nightly batches

When time is logged in Harvest, the engagement updates immediately. When an invoice is paid in Stripe, AR aging recalculates. No nightly imports, no stale dashboards.

No data lock-in

Every integration is a two-way street. Export your contacts, agreements, invoices anytime — bulk CSV or API. Bridge stores your data; it doesn't hold it hostage.

Bridges to the tools you already use

Salesforce

Two-way sync of accounts, contacts, opportunities. SOWs you create in Bridge can attach to a Salesforce opportunity; closed-won opportunities can auto-create Bridge engagements.

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HubSpot

HubSpot

Sync companies, contacts, and deals. Bridge agreements land as activity on the HubSpot deal record; engagement health flows back as a custom property.

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QuickBooks Online

Invoices, payments, customers, and deposits sync to QuickBooks automatically. AR aging in Bridge matches AR aging in your books — no spreadsheet reconciliation.

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Harvest

Harvest

Time entries from Harvest stream into the matching Bridge engagement. The engagement workspace shows hours-tracked vs SOW budget in real time. Bridge also has native time tracking — pick whichever fits each client.

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Toggl

Same coexistence story as Harvest — Toggl entries flow into Bridge engagements automatically. No double-entry; your team uses Toggl, your engagement reports stay accurate.

BoldSign

Bridge runs e-signatures via BoldSign on every plan. Audit trail, white-label, ESIGN Act compliant. Once signed, the agreement transitions to engagement automatically.

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Stripe

Card and ACH payments via Stripe with automatic reconciliation back into Bridge. Fees, refunds, and dispute states all sync.

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Gusto

Pay your 1099 contractors from the hours they already logged in Bridge. Draft a pay run for a period, review every line, and an approver pushes it — Gusto sends the deposits. No re-keying hours into a second tool.

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Claude (via MCP)

Claude (via MCP)

Connect Claude Desktop to Bridge in two clicks. Ask Claude about your agreements, engagements, invoices, and contacts in plain English. Native Model Context Protocol integration — not a chat wrapper.

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Microsoft Copilot (via MCP)

Microsoft Copilot (via MCP)

Add Bridge to a Copilot Studio agent via the Add MCP server flow. Draft agreements, browse engagements, and check QuickBooks sync from inside Copilot — same tools and data the other assistants see, scoped to your own account.

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Gemini (via MCP)

Gemini (via MCP)

Point Gemini CLI or Gemini Enterprise at Bridge over the same Model Context Protocol connector. Ask about agreements, engagements, invoices, and contacts in plain English — same tools and data Claude and Copilot see, scoped to your own account.

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ChatGPT (via MCP)

ChatGPT (via MCP)

Add Bridge as a custom connector in ChatGPT (Developer Mode), or attach it as a remote MCP server in the OpenAI Responses API. Same tools and data the other assistants see, scoped to your own Uplift account.

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Fathom

Fathom

Capture meeting recordings, transcripts, and AI summaries from Fathom calls. Meetings auto-link to the right engagement, account, or agreement so action items live next to the work — not buried in a separate notetaker dashboard.

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Fireflies

Fireflies

Same story as Fathom for teams already on Fireflies — recordings, transcripts, and AI summaries stream into Bridge and auto-link to the matching engagement, account, or agreement. Pick whichever recorder your firm already uses.

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Zapier

Bridge exposes a public REST API that Zapier connects to. Wire Bridge to anything Zapier supports — Notion, Airtable, Calendly, Google Sheets, and thousands more. No code needed.

Slack

Slack

Engagement alerts, signed-agreement notifications, and AR-aging reminders pushed to your Slack channel of choice. Per-channel routing for different team workflows.

G

Google / Microsoft / LinkedIn

OAuth sign-in for Bridge users — no separate password. Microsoft 365 and Google Workspace contacts can also sync into Bridge accounts.

Frequently asked questions

No per user fees.
No forced contracts.
No sales call.

Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.