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Connect your accounting system to bring order history and financial data onto your accounts, so the same customer record shows both the conversation and the money behind it. Find it under Integrations → Accounting in the sidebar.

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What it brings in

  • Order history on your accounts: what a customer has bought and when.
  • Financial signals that feed account health and Win-Back detection: spotting customers whose spend has drifted.
  • Queryable data in Intelligence: ask about revenue, orders, and buying patterns alongside your other data.

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Connecting

1

Open the Accounting tab

Go to Integrations → Accounting.
2

Authorize your account

Sign in to your accounting provider (e.g. QuickBooks) and grant access.
3

Confirm the sync

Once connected, order and financial data begins flowing onto the matching accounts.

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Next steps

Orders

Where order history shows up

Win-Back

Detect accounts whose spend has slipped

Intelligence

Ask questions of your financial data