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PLATFORMEVA, your AI CFOWhat EVA knowsConnectionsHow connections blendReports and ToolsPulsesSecurity and TeamsThe VibeCFO MCP
PLATFORM / CONNECTIONS

Integrations.

A pipeline written for one system specifically. It lands that system's data in your own warehouse overnight, modelled and joinable, so every other connection can be read next to it.

DIRECTION OF TRAVEL
Your systemEVA

Data comes in, so it can be reported on, trended and watched.

It lands rows, not summaries

Invoices, bank transactions, timesheets, stock movements. The underlying records, not a cached total someone else calculated. That is what makes a figure joinable to a different system later.

It refreshes on a schedule

Overnight as standard, and at midday as well on higher plans. You can also fire a refresh by hand from the connections screen when you have just posted something and want to see it.

It carries your history

Not just today's balance. The trend line, the same month last year, and the movement in between - which is the only way a number means anything.

It is maintained

Every one of these is hand-written against a specific API, and those APIs change without warning. When a vendor ships a breaking change on a Friday, fixing it is our problem rather than yours.

WHAT PEOPLE CONNECT

Where this usually comes from.

AccountingXero, MYOB, QuickBooks Online
Practice managementXero Practice Manager, WorkflowMax, Karbon, FYI
Payroll and rosteringDeputy, Employment Hero, KeyPay, Tanda
Jobs and field servicesimPRO, Tidy
InventoryCin7, Unleashed, DEAR
Ecommerce and paymentsShopify, Stripe
REACH FOR THIS WHEN

Anything you need trended over time, watched by a Pulse, or joined to another system. If the answer involves the word "since", it needs an integration.

DO NOT REACH FOR THIS WHEN

A one-off question about a system nobody else in the business uses. An Action MCP or a dataset will get you there faster without waiting for a pipeline.

EVERY INTEGRATION

The whole list, by what it does.

Generated from the connection registry, so this is what engineering has shipped rather than what marketing hopes. Each one has its own page with what it lands and the questions it answers.

accounting software  ·  9
practice job management  ·  5
job project management  ·  5
payroll hr  ·  4
ecommerce  ·  4
inventory management  ·  4
crm marketing  ·  4
time tracking  ·  3
real estate  ·  2
field service  ·  2
hospitality  ·  1
THE OTHER FIVE

Six kinds of connection, and they are not interchangeable.

Picking the wrong one is the most common mistake people make in their first fortnight, so here is the whole set in one place.

Action MCPsOUT

EVA reaches into another system and does something

DatabasesIN

Your own SQL, read directly and joined to everything else

DatasetsIN

Spreadsheets and CSVs that never had a system to live in

DocumentsIN

Contracts, leases and policies she can read and cite

WebsitesIN

Public pages worth watching, read on a schedule

Integrations, answered.

How often does an integration refresh?

Overnight as standard. Higher plans add a midday refresh, and you can trigger one by hand from the connections screen at any time. Reports and Pulses always read the most recent successful refresh, and the screen shows you when that was.

What happens if my system is not on the list?

Tell us and you will get a straight answer about whether it is built, in the queue, or unlikely. Some systems can be reached over an Action MCP in the meantime, which answers live questions but will not give you history or Pulses.

Where does the data actually go?

Into a database in your own region that belongs to you - not a shared tenancy. It is never used to train any model, ours or anyone else's, and it is removed entirely if you leave.

Does connecting an integration change anything in my system?

No. An integration only reads. Nothing is written back to your ledger, your roster or your stock system. Writing outward is what Action MCPs do, and they are a separate, deliberate choice.

Connect one and see.

Bring your messiest system and your simplest one. Fourteen days is enough to find out whether this works on both.

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