• Settings
  • Account
  • Organization
  • Members
  • Scenarios
  • Transaction types
  • Document types
  • FX rates
  • Forwarding inbox
  • Integrations
  • API keys
  • Webhooks
  • Excel add-in
  1. Settings
  3. Integrations

Connect external services to automatically sync documents and data.

Data

S

SharePoint

Sync documents from SharePoint libraries and sites

Not connected

Google Drive

Import files and folders from Google Drive

Not connected

Snowflake

Query portfolio and financial data from Snowflake warehouses

Not connected
Connect

Power BI

Publish metrics and dashboards to Power BI workspaces

Not connected

Claude

Let Claude read your portfolio data and answer questions

Not connected

ChatGPT

Let ChatGPT read your portfolio data and answer questions

Not connected