Connect
Authorise a source or bring in the relevant client data through the available path.
Live connections
Keep the evidence connected to the decision.
Bring authorised business data into the client's Deep Intelligence and see which source informs an answer. Source and refresh details make it easier to use current information in advice, reports and follow-up.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhere did this figure come from, when did it refresh, and which decisions use it?
What goes in
- Authorised accounting or inventory source data
- Client assessments, documents and advisor context
- Source, period, refresh and data-quality information
What comes out
- A client-specific evidence base with identifiable sources
- Financial and stock inputs for relevant analysis
- A clearer trail from refreshed data to advisor-reviewed work
Illustrative workflow · Advisor judgement stays in the loop
The workflow
From question to next move.
Check
Review the source, period, last successful refresh and any gaps before using the data.
Analyse
Use relevant fields in Deep Intelligence, forecasting, diligence or inventory analysis.
Revisit
Refresh the evidence and see whether a material change affects the plan.
What live means
Know the age and scope of the data.
A connection gives the advisor a repeatable route to business information. Each decision still needs a clear source period and refresh status, especially where a transaction or order depends on a recent movement.
- Identify the source behind each relevant figure
- See when the last successful refresh occurred
- Review missing periods and unusual movements
Across the workflow
Use one source in more than one conversation.
The same financial evidence can inform a three-way forecast, a diligence question and a tailored report. Inventory movements can change an order recommendation and its working-capital effect.
- Follow a changed cash assumption into a revised scenario
- Connect stock movement to demand and ordering decisions
- Keep the supporting evidence close to the reviewed output
Source by source
Show exactly what each integration provides.
Xero provides core financial context. The integrations page sets out the available connection or import path, data scope and refresh information for Xero, Cin7 Core, MYOB, QuickBooks and NetSuite individually.
- Distinguish financial information from item-level inventory information
- Show source-specific fields and availability
- Review data completeness before relying on an output