Data Connections

The right question isn't which sources we support today. It's which sources your clients need.

Every fractional consultant has a book of clients that runs on a different stack. So we ship the connectors most firms need out of the box, and we build the ones you need in about a week. When a client needs a source that isn't live, it becomes a project - and then it becomes part of the platform.

Request a Connector Start Free
Live today

Templated dashboards, ready in under 5 minutes

Three connectors ship with default dashboards and AI context out of the box. Connect the source, load the client, publish. Custom views are a prompt away.

Live
qb
QuickBooks Online
The anchor connector. Revenue, margins, cash position, AR, expense breakdowns - all pulled automatically and refreshed daily. The default financial dashboard your clients already understand.
Live
hs
HubSpot
Pipeline value, conversion rates, deal velocity, and lead flow, alongside the financials. The first source that connects the books to what's coming next month, not just what happened last month.
Live
Forecast data via Google Sheets
Drop a client's forecast into a sheet and it loads in next to actuals. Budget-vs-actual with an AI that explains the variance. Sheet structures vary by client, so we usually do a little formatting work to get it into shape - included in setup.
Custom connectors

Need a source we haven't built yet? We build it in about a week.

The three connectors above cover most of what most firms need. When they don't, we build what you're missing rather than sending you back to a spreadsheet workflow.

Recent build

A fractional CMO needed every client's ad performance sitting alongside their pipeline. We shipped Facebook Ads, Instagram Ads, LinkedIn Ads, and expanded HubSpot in about a week - and every one of those is now part of the platform.

Facebook Ads Instagram Ads LinkedIn Ads HubSpot ~1 week end to end
Step 01
Tell us the source
Which platform, what your client actually looks at in it, and how you want it to show up alongside the rest of their data.
Step 02
We scope the build
We confirm the connector is buildable, what a default view looks like, and a fixed price. No hourly billing, no surprise scope creep.
Step 03
We ship in about a week
The connector goes live in your account. Data flows in automatically, alongside every source you've already connected.
Step 04
Roll out to all clients
Every custom connector we build is available for your other clients - and doesn't cost any extra to give to them after the one-time build.
Typical timeline
~1 week
case by case, quoted upfront
Typical build fee
$2-5k
one time, fixed, not hourly
Ongoing cost
$0 extra
still per client, per month
Reuse
Every client
one build, use it for all your clients

What's actually buildable

  • Any platform with an open API. If a documented API exists and we can authenticate to it, we can build a connector.
  • Raw CSV exports as a fallback. If a platform doesn't expose an API, we can usually incorporate a scheduled CSV export instead.
  • Platforms without APIs or exportable data. We won't scrape closed platforms. If a source is genuinely locked in a UI with nothing exportable, it's the one thing we won't take on.
Common requests

Sources firms ask us to build

These are the categories that come up most - not a support list. Anything with an API is fair game; anything below is a starting point, not a limit.

Ad platforms
Facebook, Instagram, LinkedIn, Google Ads - spend, CAC, and ROAS next to the pipeline they're driving.
Payroll & HR
Gusto, ADP, Rippling - headcount, labor cost per revenue dollar, and the payroll runway conversation on autopilot.
E-commerce
Shopify, WooCommerce, Amazon - revenue by SKU, margin by product line, cost of returns folded into the P&L view.
Project & work management
Asana, ClickUp, Monday, Jira - utilization, capacity, project margins for professional-services books.
CRMs beyond HubSpot
Salesforce, Pipedrive, Close - pipeline stages, win rates, and rep-level performance for the sales-led firm's clients.
Whatever's next
If a client uses something specific to their industry, we'd rather build it than pretend it doesn't matter. Tell us what.

Have a source in mind?

Tell us what you'd connect and we'll come back with a timeline and a fixed price.

Request a Connector
Why this works

The platform grows the way real client work grows - one specific need at a time.

Most analytics platforms build connectors by roadmap. They pick the ten most popular sources, ship them, then ask you to wait for the eleventh.

We build connectors by client. When a firm needs a source, it becomes a project - fixed price, about a week, and then it's live in the platform for everyone. That's why the connector library grows toward what fractional consultants actually deploy for real clients, not what tests well in a survey.

Your custom build isn't a workaround. It's how the roadmap gets made.

Two ways in

Start with what's live. Or tell us what you'd connect next.

QuickBooks, HubSpot, and forecast-via-Sheets are ready right now. Anything else is a conversation and a fixed quote.

Start Free Request a Connector
14-day free trial · No credit card required · White-label included