The bigger picture
Bring the story together. Keep the sources visible.
A visual exploration of connected finance data. These are integration concepts, not live connections or claims of vendor partnerships.
Start with permission
Connect with intention.
Before connecting a real system, define which data is needed, who can see it and what any automated action can change.
One connected picture
↗BankingSample source
≡AccountingSample source
◫BillingSample source
⊞SpreadsheetsSample source
Integration concepts. No live financial connections.
Banking
Balances and cash movements, with account and date context.
INTEGRATION CONCEPT
Accounting
A consistent view of the ledger and reporting period.
INTEGRATION CONCEPT
Billing
Recurring revenue and invoices, with clear definitions.
INTEGRATION CONCEPT
Spreadsheets
The operating assumptions that make a forecast meaningful.
INTEGRATION CONCEPT