Revenue lands next to the customer who paid it.
Every charge, invoice, order, and bank transaction becomes an entry on the record of the person or company behind it — so what a customer is worth, and what's moving through your accounts, is a glance, not an export.
Charges, invoices & orders → transactions + AR · Subscriptions → MRR & churn · Bank + bills → cash & spend
5 connectors, one canonical shape
Each maps into the same schema. Connect one, or all of them.
Stripe
Sync Stripe customers, payments, invoices, and subscriptions to see revenue, MRR, and LTV per customer.
Customers → people/orgs, Charges & Invoices → revenue transactions + AR, Subscriptions → MRR/churn metrics.
Xero
Pull Xero contacts and invoices into Excellent to tie accounting to the customers behind it.
Contacts → people/orgs, Invoices → revenue transactions + the AR lifecycle table.
QuickBooks
Sync QuickBooks customers, invoices, and bills so receivables and spend live next to your customers.
Customers → people/orgs, Invoices → transactions + AR, Bills → the AP/spend table.
Plaid
Connect your bank through Plaid and see actual cash movement — transactions land in money accounts beside the revenue behind them.
Bank transactions → money-account entries, tracking real cash movement in and out.
Shopify
Sync Shopify customers and orders so storefront revenue lands on the customer record — the same people your CRM already knows.
Customers → people/orgs, Orders → revenue transactions. Store revenue lands on the customer who spent it.
Connected, not surrendered.
Your data from these tools syncs in and stays on your machine — connecting a tool never hands it to a middleman.
No third-party broker
Records sync straight between your machine and the provider — nothing sits in the middle.
Sealed at rest
Tokens are AES-256-GCM-encrypted locally, with the master key kept off the database.
One source of truth
Synced records become rows in the one schema you own — never a parallel copy.
Bring the rest of your stack home.
31 connectors across 14 categories — each lands in the same database.
CRM
3Contacts, companies, and deals — two-way.
Marketing
1Audiences and campaigns onto the record.
Support
1Tickets and requesters onto the customer timeline.
Email & calendar
3Email and meetings onto the contact timeline.
Hiring (ATS)
3Candidates and jobs into the ATS.
Docs & files
2Pages and files, full text, into one timeline.
Design
1Design projects and files on the timeline.
Messaging
1Conversations onto the record.
Contacts
1Address books as canonical people.
Databases
2Your own tables, mapped by a wizard — two-way.
Analytics & SEO
4Web, product, and search KPIs into metrics.
Developer
3Repos, projects, and issues into the directory.
Legal
1Envelopes and signature status on the timeline.