Finance
The connection that makes every revenue figure real.
Without this, every number on the revenue intelligence pages is this platform's own opinion about what closed. With it, they are invoices and payments — which is a much stronger claim and a much easier one to be caught getting wrong.
What connects
Your accounting or invoicing system, read through its API.
What crosses the boundary
- Into the platform: invoices, payment status, amounts, dates and credit notes.
- Out of the platform: nothing. This connection is read-only.
- Never: creating, amending or voting an accounting entry, and no access to bank or card data.
What this makes possible
- Turns “won” into “invoiced” and then into “paid”
- Lets attribution reach money that actually arrived
- Shows payment history before a renewal or expansion conversation
Setting it up
- 1Authorise a read-only connection.
- 2Confirm how invoices map to opportunities.
- 3Confirm which revenue categories are in scope.
Permissions
Read-only, and scoped to invoices and payment status. We never request permission to post, amend or void an entry, to raise a credit note, or to take a payment.
Where it stops
Read-only, permanently — no agent and no part of this platform can move money or alter an accounting record. Attribution depends on invoices being linkable to opportunities; where that mapping is loose, the platform shows the revenue as unattributed rather than guessing. And a refund reduces attributed revenue, which is unflattering and correct.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
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