Financial analysis
Join invoices, payments and account records so every reported result has a traceable path.
Example tags
What you can learn
- Signed a deal, then paid the invoice
- Paid 3 invoices after their due dates
- Invoice paid in 2 instalments
- Payment received, then partially refunded
- Credit note issued before a refund
- Renewed a contract and paid the new invoice
Built from recorded events, using the rules we agree with you.
Say what you want to learn. See how it is defined.
DataGlue shows the formula: which events count, in what order, and over what time. Our team builds and checks it with you.
This is an example rule. Your event names, time limits and links are agreed in the build.
Example formulaEvents → tag
See a signed deal turn into received cash.
- CRM: deal signed
- Accounting: invoice issued
- Payment records: receipt matched
In this order, within 60 days, linked by the deal and invoice ids.
Tag created
Signed deal, cash received
Start with a question that matters.
Follow a deal to cash received
Join the signed deal, invoice and receipt rather than count each system separately.
Find invoices paid late
Compare invoice due dates and linked payment dates to see repeat delays.
Explain refunds in the report
Join a payment, credit note and refund so the net amount has its records behind it.
Each system adds a piece of the story.
Accounting
Invoices, credit notes and account codes.
Payment records
Receipts, refunds and payment dates.
CRM
Deals, contract dates and client ids.
Warehouse
Shared reporting rows and source ids.
We agree how each source connects through your warehouse, API or the connections in your build. Person records need a shared id to join. Vehicle, shipment, machine and site tags stay on those records.
Send the tag where your team works.
Choose the destination. We build the route so the result can reach the tools your team already uses.
- BI dashboards
- Warehouse
- Finance tools
These are example destinations. The formula stays the same wherever the tag is sent.
Describe the outcome. We’ll join the data.
Bring one number you need to explain. We’ll join its source records.
A dedicated team builds the connections, rules and destinations with you.