Finance and commerce connectors
Invoices, charges, orders and payouts, answered in plain English with every figure cited to its record.
- XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.OAuthHourly sync
- StripeCustomers, charges, invoices and subscriptions through a restricted read-only key.Restricted read-only keyHourly sync
- FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.API key pairHourly sync
- WiseBalances, payments and recipients from your Wise business account.API keyHourly sync
- Starling BankBalances, payments in and out, and who you pay, from your Starling account.API keyHourly sync
- QuickBooks OnlineAsk your books a question instead of running a report.OAuthHourly sync
- ShopifyOrders, customers and products from your store, in plain language.Store domain and app tokenHourly sync
- WooCommerceOrders, customers, products and sales reports from your WooCommerce store.API keyHourly sync
- NetSuiteAsk your ERP a question instead of building a saved search.API key (token-based authentication)Hourly sync
- Sage AccountingWho owes us, who we owe, and what's in the bank, straight from Sage.OAuthHourly sync
- RampEvery card swipe, explained.API key (OAuth client credentials)Hourly sync
- AWS Cost ExplorerWhat AWS cost, by service, account and tag, and what it will cost next.IAM access keyHourly sync
- Dynamics 365 Business CentralAsk your ledger a question.OAuthHourly sync
- SquareTakings, orders and customers from your Square locations.API keyHourly sync
- BrexWho spent what on which Brex card, and against which budget.API keyHourly sync
- FreeAgentYour books, answered in plain English.OAuthHourly sync
- GoCardlessEvery Direct Debit, mandate and payout at hand.API keyHourly sync
- PayPalPayments, disputes and invoices from your PayPal account.API keyHourly sync
- Companies HouseThe UK register, read-only: company profiles and status, directors and their other appointments, owners (PSC), filing history, charges…API key
- Dynamics 365 Finance & OperationsDynamics 365 Finance & Operations (Finance, Supply Chain Management) over its OData endpoint: customers and vendors per legal entity…Environment URL, Microsoft Entra tenant id, application (client) id and client secretHourly sync
- ERPNextRead customers, suppliers, the item catalogue, sales and purchase invoices with what is still outstanding…Site URL, API key and API secretHourly sync
- Exact OnlineRead customers and suppliers, their contacts, sales invoices, sales and purchase orders…OAuthHourly sync
- OdooOdoo ERP: customers and suppliers with their balances, customer invoices and supplier bills with what is still outstanding…Odoo URL, database name, login and API key
- Zoho BooksRead invoices and what is unpaid, customers and suppliers with their outstanding balances, bills, expenses…OAuthHourly sync
The questions that cross systems
Most finance and commerce questions are only half answerable inside finance and commerce. These pairs are where the rest of the answer lives.
- HubSpot + XeroKnow which deals have actually been paid
- Help Scout + StripeAnswer billing tickets without opening Stripe
- Xero + StripeReconcile what you took against what you booked
- Zendesk + ShopifySee the order while you answer the ticket
- Shopify + XeroTie storefront revenue to the books
- Postgres + StripeSettle whether the charge matches the order
Who asks for this
- FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
- OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.
- LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
Other categories
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