Gatlas reads the tools each of your companies chose.
Each company connects the tools it runs, from the ledger and the bank to the store, the CRM and the shared drive. Gatlas reads what each one holds and turns it into datasets and documents your people and agents can ask about.
20+
Every tool says what Gatlas reads from it
Accounting and banking
e-conomic
Invoices, customers, products and journal entries from the ledger.
QuickBooks
Invoices, bills, payments and the chart of accounts.
Xero
Invoices, contacts, accounts and bank transactions.
Mercury
Accounts and balances, every transaction, cards and statements.
Embankment
Each fund's ledgers and balances, with the structure of the fund.
Franklin
Card spend from the last 90 days, settled and pending, with receipt details.
Commerce and payments
Shopify
Orders, customers, products, inventory and payouts.
Stripe
Charges, customers, subscriptions, invoices and payouts.
Traede
Orders, invoices, credit notes, products, customers and shipments.
OnlinePOS
Sales by order line and the end-of-day journal for each venue.
CRM and calls
HubSpot
Contacts, companies, deals and tickets, with logged calls, emails and meetings.
Attio
Companies, people, deals, notes and tasks.
folk
People, companies, groups and deals from every pipeline.
Aircall
Every call and its outcome, by user and by team.
Adversus
Outbound calls, leads, appointments and sales, by campaign.
Files and documents
Google Drive
Files from the folders you pick, PDFs and Office files among them.
SharePoint and OneDrive
Files from the SharePoint libraries and OneDrive folders you pick.
Google Sheets
A spreadsheet you pick, read as a table.
Notion
The databases you share with Gatlas, and the workspace's members.
Work tools and HR
ClickUp
Tasks and lists with the time logged against them, and goals.
Wrike
Projects and tasks with the hours logged against them.
Cal.com
Bookings by event type, with each person's availability.
Microsoft Teams
Teams, channels, members and usage, plus the channel messages you select.
Arrivy
Field jobs and their statuses, with the crew and equipment on each.
Lattice
People, departments, goals and review cycles.
Analytics and databases
Google Analytics 4
Sessions, page views, events and traffic sources.
PostHog
Product events, people, feature flags and cohorts.
Power BI
The tables behind the Power BI models you pick, with their refresh history.
Azure Cost Management
Daily cloud cost and budgets for the subscriptions you grant.
PostgreSQL / Supabase
Tables from the schemas you pick in any PostgreSQL database.
The person who owns each login connects it
Send each company a setup link. Whoever holds the login opens it and connects each tool the link names, with no Gatlas account.
The login stays with the person who owns it.
Connect Rowan Supply’s tools
Sam Reed at Harbor Group uses Gatlas to bring together data from the tools Rowan Supply runs. Connecting the tools below gives Harbor Group read-only access.
Gatlas keeps your credentials encrypted in a vault, and Harbor Group sees each connection’s status. Connecting costs you nothing: Harbor Group’s Gatlas plan covers it. If someone else holds a tool’s login, forward them this link: they don’t need a Gatlas account.
Shopify
E-commerce platform: orders, customers, products, inventory
What we access
Read-only access to orders, draft orders, abandoned checkouts, refunds, fulfillments and transactions, customers, products and collections, inventory and locations, gift cards, store pages and blog posts, and Shopify Payments payouts and disputes. Gatlas never modifies your store.
QuickBooks
Accounting: invoices, customers, bills, payments, accounts
Sign in to QuickBooks as an admin of the company: Intuit lets only an admin connect an app. If the login has several companies, Intuit asks which one to connect; pick this company.
What we access
Gatlas reads your chart of accounts, journal entries, invoices, bills, customers, vendors, and items, and never posts transactions. Intuit's sign-in asks for full accounting access because QuickBooks offers no read-only option.
Talk to us about a tool your companies run
Tell us the tool and what you want to ask of it. Custom connectors come with the Platform plan.
Talk to usConnect every company’s tools through a setup link
Create your workspace and connect your assistant. It helps you send each company a setup link for the tools it runs.