Uplevel Your Financial Analytics with Live Data Connections to the Systems You Use Every Day

CData Connect AI is presented as a unified data connectivity platform designed to help finance and FP&A teams overcome fragmented systems, manual CSV exports, inconsistent schemas, and time-consuming reconciliation work. It connects live data from accounting platforms such as Xero, QuickBooks, Sage Intacct, and NetSuite with more than 270 applications and databases, including Salesforce, HubSpot, Workday, ADP, Stripe, and advertising platforms. Finance analysts can use it to consolidate multi-entity financial data in tools such as Power BI and Excel, reconcile transactions across operational systems, and combine sales, marketing, payroll, and financial information for real-time reporting, forecasting, ROI, customer acquisition cost, and headcount analysis. The platform also supports reusable query templates, scheduled report refreshes, and broader data connections such as Shopify and LinkedIn Talent Insights, with a free trial offered for prospective users.

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