Business Data Hub
Connect your accounting and CRM tools. Ask questions over your own data.
One secure portal per client, pulling data from QuickBooks, Xero, HubSpot, or Salesforce, with an AI assistant that only ever answers from that client's own records.
- Per-client isolation
- Every synced record and every AI answer is scoped to a single tenant. Nothing crosses.
- Audit-first
- Every connection, sync, and question asked is written to an append-only audit log.
- AI grounded in your data
- Answers cite the exact invoices, deals, or contacts used — never invented figures.