Connections
Grouped by what actually moves, rather than by vendor logo. We would rather show you a short, accurate list than a long one you have to check. Anything not built yet is marked as such.
Documents in
Getting statements out of inboxes and into structured records is most of the product. This is where it starts.
Private drop-address
LiveA forwarding address of your own. Forward a statement from anywhere, or set it as a rule, so secondary inboxes, an assistant's mailbox, or a shared one like reports@firm.com funnel straight into your portfolio. Every delivery is recorded with what happened to it and why.
Gmail
LiveConnect the mailbox reports already land in, read-only, so new ones sync without anyone forwarding them.
Outlook
LiveThe same, over Microsoft Graph, read-only.
Direct upload
LiveDrag a PDF in. Useful for backfilling history, which is usually how a firm starts.
Inbound classifier
LiveNot a connection, but the gate behind all of them: each attachment is classified as a fund report or not before anything is read, so payslips and invoices are rejected with a reason rather than parsed.
Your own copy
The documents your numbers come from should not only exist on our infrastructure. Connect a drive you control and they will not.
SharePoint
LiveA live mirror of every uploaded PDF into your own SharePoint, filed as fund, year, period. If the connection breaks it stops and says so in settings, rather than failing quietly.
Google Drive
LiveThe same mirror, into Google Drive. A team connects one drive or the other.
Assistants
Your portfolio, reachable from the assistant you already use, without exporting anything first.
Claude
LiveConnect over MCP with full OAuth, no pasted API key. Claude queries through the same permissions as the person who authorised it. It can read anything you can, propose a write that waits for your confirmation, and delete nothing at all.
ChatGPT
LiveThe same MCP server, the same permissions and the same limits.
Bring your own AI key
LiveRoute model calls through your own provider account, on your own key, billed to you. Note that this puts the call outside our EU-pinned pipeline, because it becomes your processor choice.
Books and accounting
The bookkeeping side, and what leaves it.
Bank statement import
LiveUpload a statement as xlsx or csv and it is parsed into transactions with suggested coding you can always override. Format support is narrow today and we widen it per bank on request.
Bank connections
PlannedThere is no live bank feed today. No open-banking aggregator is connected, and we would rather say so than imply a sync that does not exist.
Tax-advisor package
LiveA single archive per book and period: a styled report workbook, a PDF, and every supporting document filed alongside it. Built to be handed to an accountant, not to sync with an accounting system.
Accounting system sync
PlannedNo DATEV, Xero, QuickBooks or Lexoffice integration exists. The export above is a file handover. Tell us which one matters to you and it moves up the list.
Notifications
Optional, and only if your team connects them.
Slack
LiveNotifications into a channel you choose.
Microsoft Teams
LiveThe same, over Microsoft Graph.
Not seeing yours?
The list moves in the order our customers push it. Tell us what you need to connect and we will tell you honestly whether it is days or months.
Tell us what you need