Integrations
How data gets in
This page separates what works today from what is designed but not yet connected. We would rather you find that out here than after signing.
Available now
| Source | What it handles |
|---|---|
| CSV | Delimiter and encoding detection, header detection, typed preview, per-row validation with rejected rows reported. |
| Excel (.xlsx, .xls) | Multiple sheets, header detection per sheet, merged cells, computed values. |
| Text and table extraction with page positions retained, so citations point at a page. | |
| Word (.docx) | Paragraph and table text with heading structure. |
| JSON | Structure inspection and array-of-objects flattening. |
| Plain text | Encoding detection. |
| Manual entry | Direct entry for figures that exist nowhere exportable. |
Every accounting system worth using exports CSV or Excel, so file import covers the practical cases from day one — including the ones where a live API connection would not be permitted anyway.
Accounting connectors — designed, not yet live
Xero and QuickBooks Online are the reference adapters the integration layer is built against. The adapter contract, encrypted credential storage, sync-run tracking, and the configuration screens exist. The live OAuth connections are not enabled yet.
We are not listing them as available and letting you discover otherwise after purchase. If a live connector is a requirement for you, tell us on the contact page and we will tell you the honest timeline.
Banking formats — OFX and QFX — have parsing foundations in place and are on the same footing: importable as files, not yet as a live feed.
Market data
The hedge-fund research product reads securities, prices, and fundamentals through a provider interface. Which provider a deployment uses is configuration. Where data is stale, the interface says so rather than presenting an old price as current.
API access
Growth and above include API access with plan-based limits. API keys are scoped, hashed at rest, revocable, and shown once at creation. Webhooks deliver only your own workspace's events, signed with a secret unique to your workspace.