Data Sources
FC

Data Sources

0 Connected

Connect or import the financial systems that contain your transaction data.

Operational Guidance

Data Connectors

Institutional integrations and file-based ingestion channels.

Not connected

Bank Feeds

Connect checking, savings, and corporate treasury accounts via Open Banking / Plaid.

Banking
Not connected

Payment Gateway

Sync customer merchant transactions, chargebacks, fee deductions, and payouts via Stripe.

Processor
Not connected

ERP / General Ledger

Integrate general ledger journal entries, chart of accounts, and bills from NetSuite or QuickBooks.

Accounting
Not connected

Invoices (AP/AR)

Ingest accounts payable vendor invoices and accounts receivable billing records.

Invoicing
Not connected

Tax System

Link automated sales tax, VAT calculation, and tax jurisdiction tables.

Compliance
Configured

PDF / CSV / Excel Statement Import

Upload offline bank statements (PDF/CSV/XLSX), vendor bills, or card ledger exports.

File Ingestion

Import History

0 Total

Audited trace of completed financial files, parsed records, and validation batches.

File Name
Format
Total Rows
Imported
Status
Uploaded At

No import history yet

Financial files imported via the wizard or manual entries will appear here with record statistics and audit tracking.

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