Integrations
Connected to the systems your finance team already runs.
Our agents work across your ERP, banking, spend, data, CRM, communication and document systems. They query them live and take only the actions your policies allow. ERP writes require approval; other outbound actions follow the controls you set for each agent.
Every integration
The finance systems, data and documents our agents work across, by category.
NetSuite
ERP & ledger
Query records and saved searches, pull the trial balance and financial statements, and post journal entries a person approves.
SAP S/4HANA
ERP & ledger
Read the universal journal, G/L accounts, open items and financial statements, and post journal entries a person approves.
Business Central
ERP & ledger
Query any entity, pull financial reports and document lines, and post what a person approves.
QuickBooks
ERP & ledger
The ledger, with QuickBooks' own trial balance, P&L and aged payables.
Odoo
ERP & ledger
The general ledger, invoices, bills and payments, with bank statement lines and AR and AP aging.
Plaid
Banking
Accounts, live balances and dated transactions from your banks: the bank side of every reconciliation.
Ramp
Spend & payables
Card transactions and vendor bills, with the GL accounts Ramp codes them to.
Brex
Spend & payables
Expenses, card and cash transactions and statements, with their vendors and coding.
BILL
Spend & payables
Bills, vendors, payments and vendor credits, with an AP aging worked out from them.
Snowflake
Data & warehouse
Explore schemas and query the warehouse where your operational and finance data meet.
PostgreSQL
Data & warehouse
Query Postgres directly or through an SSH bastion, on a read-only session.
Oracle Database
Data & warehouse
Query an Oracle database directly or through an SSH bastion, on a read-only session.
Salesforce
CRM
Search and query accounts and opportunities, and create or update records.
Zoho CRM
CRM
Query and search every module, add notes, convert leads and update records.
Gmail
Email & chat
Search the inbox, read threads and retrieve supporting invoices, statements and other finance documents.
Outlook
Email & chat
Search the mailbox, read threads and retrieve supporting invoices, statements and other finance documents.
Slack
Email & chat
Read channels and threads, and post finance updates or review requests where your team already works.
SharePoint
Documents & files
Find and read the workbooks, reconciliations, contracts and policies your team keeps in SharePoint.
Google Drive
Documents & files
Find and read the spreadsheets, models, contracts and supporting documents your team keeps in Google Drive.
Don't see a system your finance team uses?
Tell us what it is and what our agents need to read or do there.
One workflow, many systems
Finance work rarely lives in one system. Neither do our agents.
A single task can require the ledger, bank activity, supporting documents, operating data and a review from someone on your team. Agents work across them as one process.
Built for finance
Purpose-built finance connectors, not generic API wrappers.
Each connector exposes the finance data and actions our agents actually need, with permissions and write controls defined explicitly.
Live reads, not stale copies
Agents query the source when a task needs it, so the work reflects the system as it stands now.
Writes are explicitly governed
ERP writes require approval. Other outbound actions follow the policy configured for that agent.
Credentials stay outside the model
Keys and tokens are held server-side and added only when a request is made. Agents never receive them.
How credentials are protectedDatabases remain read-only
PostgreSQL and Oracle connections run directly or through an SSH bastion, on read-only sessions the database enforces.
See our agents work through a finance process that matters to your team.
Tell us where the work gets stuck. We’ll walk through how the agents could help.