Integrations · AI-assisted import in an afternoon

The connectors

Bring your existing books. All of them.

Real connectors with idempotent imports, OAuth, webhooks, and resumable bulk runs — not screen-scraping, not weekly CSV email. Pick yours, click connect, watch your ledger appear.

QB

QuickBooks Online

One-click OAuth connect. We pull two years of journal history, map your COA to the diagnostic model, and tag every entry with its location.

2 years history · OAuth

Live

SI

Sage Intacct

Bidirectional sync of master data and ledger history. Historic journal entries get backfilled with the location dimension automatically.

Bidirectional · 12 entity types

Live

NS

NetSuite

Token-based import via SuiteAnalytics. Saved searches replicate as scheduled extracts; subsidiaries map to entities.

Multi-subsidiary

Live

XR

Xero

OAuth connect, full ledger replication. Tracking categories map to the location and department dimensions.

OAuth · Tracking categories

Live

PL

Plaid

Live bank feeds for cash diagnostics and 13-week forecasting. 730 days of history on first connect.

18 countries · 15 languages

Live

CSV

CSV Import

Bulk import every entity from CSV. Failed rows tracked individually so you can fix and re-run.

Resumable

Live

MCP

MCP Server

OAuth-authenticated Model Context Protocol endpoint. Drive diagnostics, scenarios, and Goal Seek from Claude Desktop, Cursor, or any MCP client.

OAuth · Scoped tools

Live

TR

AWS Translate

Auto-translate financial narratives and CFO summaries. EN, AR, DE, ES, FR, ID, IT, NL, PT, TR, ZH shipped.

11 languages

Live

FX

Live Currency

Daily FX refresh, posting-date conversion across 160+ currencies for multi-currency portfolios.

160+ currencies

Live

How the import works

Five minutes to OAuth. Thirty minutes to a mapped ledger.

Step 1 · 5 min

OAuth connect

Click your accounting platform. Authorize read access. You're connected. No keys to copy, no support ticket.

Step 2 · 15 min

AI-mapped COA

The AI maps your chart of accounts to the diagnostic model and to the operational driver framework. You approve or correct the mapping. Done once.

Step 3 · 20 min

History backfill

24 months of journal entries pulled in. Locations backfilled on historic entries automatically. Driver envelopes computed nightly.

Step 4 · same day

First diagnostics

Anomaly detection runs. Baseline scenario projects. Your first Goal Seek run is available before you leave the office.

AI-assisted COA mapping

The chart of accounts gets mapped automatically.

The first thing the AI does on a fresh connect is read your existing chart of accounts and map every account to the diagnostic model. "Restaurant Revenue · Food" maps to revenue · food. "Payroll · Hourly" maps to labor · hourly. "Vehicle expense · maintenance" maps to operating expense · fleet. Each mapping is shown with confidence; uncertain mappings go to your review queue.

The mapping is bidirectional. When new accounts appear in your source ledger, they get mapped automatically using the patterns learned from your initial pass. You correct the AI once and it never forgets — your queue stays empty.

Confidence-scored mappings; high-confidence applied automatically, low-confidence queued for review
Learns your naming conventions on the first pass; subsequent mappings stay consistent
Location dimension backfilled onto historic journal entries from your source system's dimensions
Driver framework seeded from industry templates (Education, Dental, F&B, Fitness)
The whole flow runs once, takes thirty minutes, never needs to run again

COA mapping · auto-mapped

QBO · Acme Group · 142 accounts

96% auto

Source account	Mapped to	Conf.
Food Sales	revenue · food	0.98
Bar Sales	revenue · beverage	0.97
Payroll · Hourly	labor · hourly	0.99
Marketing & Promo	marketing	0.94
136 of 142 auto-mapped	6 queued	96%

For the agent-curious

Your books, callable from Claude.

An OAuth-authenticated Model Context Protocol endpoint exposes diagnostics, scenarios, Goal Seek, and the EBITDA bridge as tools that external agents can call. Drive the entire platform from Claude Desktop, Cursor, or any conforming MCP client — in a chat thread.

Claude Desktop rollupbooks

You · CFO of Acme Group

Why did Q2 EBITDA miss the Commit scenario by $120k, and which two levers should I pull to hit Q3?

Called ExplainVarianceTool

{ scenario: "q2_commit", period: "Q2-2026" }

Called RunGoalSeekFromPromptTool

{ prompt: "Q3 EBITDA $2.2M; constrain headcount" }

Q2 missed by $120k, 71% attributed to Houston Heights payroll — a 12% headcount expansion that began March 1 without matching revenue lift.
For Q3, two ranked paths reach $2.2M EBITDA: (1) price +4% with marketing +10%, feasibility 0.84; (2) mix shift +8% with throughput +6%, feasibility 0.71. Promote either to a scenario?

Cursor rollupbooks

You · Operating partner

For the four restaurant portcos, show me a consolidated EBITDA bridge from Q1 baseline to the Q4 Commit scenario.

Called GetPlanBridgeTool

{ scope: "group:restaurants", baseline: "Q1-2026", target: "q4_commit" }

Consolidated $4.2M → $5.6M, +$1.4M across four portcos. Largest contributor: Acme Foods price +$320k, ▲ 2.4pp margin.
Drag: Crossfit Holdings labor −$48k, partially offset by Q2 throughput recovery.
Want me to open the bridge in the app or export to slides?

AI-assisted import. Your books are in by lunch.

Bring your existing books. All of them.

Five minutes to OAuth. Thirty minutes to a mapped ledger.

The chart of accounts gets mapped automatically.

Your books, callable from Claude.

Stop signing contracts before you've seen your own numbers.