Accounting connectionXero
Connected accounting evidence brings financial and available stock data into trend analysis, forecasting and strategic decisions.
Follow changes in revenue, cash and stock through to the next decision.
Live connections
Know the source. Understand the decision.
The Analyst connects financial and inventory records to the decisions they inform. Advisors can see the source, scope and latest refresh, then use that evidence in forecasting, stock analysis and strategic work.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhere did this figure come from, and how current is it?
What goes in
- Accounting and inventory records
- Source, mapping and refresh details
- Client-specific business context
What comes out
- A reviewable evidence path
- Updated trends and scenarios
- Stock recommendations and next actions
Illustrative workflow · Advisor judgement stays in the loop
Source by source
Know where the evidence comes from.
Accounting connection
Inventory connectionCin7 Core
Inventory and sales evidence informs ageing, seasonality, stockout risk and the next order alongside cash implications.
Test purchase choices against demand and working capital.
Accounting and inventory pathwayMYOB
Financial and available inventory records contribute to performance, margin and ordering analysis.
Connect stock levels to cash and operating decisions.
Accounting connectionQuickBooks
Accounting evidence and available item data support trend analysis, forecasting and planning.
Carry changing performance into forecasts and actions.
ERP and inventory pathwayNetSuite
Entity, financial and inventory evidence supports group, operating and ordering questions through the configured data pathway.
Examine group and operating choices with entity-level evidence.
Evidence trail
From connected data to a clear decision.
The Analyst carries source records into Deep Intelligence alongside the business's goals and operating context. Advisors can trace an insight to its data, test its implications and turn it into a decision.
- See refresh points and exceptions alongside the evidence.
- Understand the financial and inventory coverage behind each analysis.
- Test a stock recommendation against demand, seasonality, lead time and cash.