Don't just ask your data, act on it
Let your AI agent read and write across your financial and operational systems so month-end close, journal entries, and cross-system updates are done in half the time.
The only layer that lets an AI agent not just read but safely write back across your finance and operational systems.
Your recurring work still runs by hand across systems
Most AI can read the month-close, journal entries, requisitions, and reconciliations but can't do them. CData gives the agent governed read and write, so the work gets finished.
An agent that does the work with the right oversight and observability
Finance and ops hand the recurring process to the agent; IT approves exactly which actions it can take, and every write is audited.
Hand the busywork to the agent
Read and write—the agent acts, not just answers
Read-only AI can describe the problem but not fix it. Connect AI exposes your systems with full read-and-write, so the agent inserts the journal entry, raises the requisition, and updates the record.
Automate the close and the reporting
The agent runs multi-entity close steps, consolidation, journal-entry creation, and reporting across QuickBooks, Sage Intacct, NetSuite, and Xero—on live data, every period.
Automate operational processes across systems
The work spans systems—a value read here, a record written there. The agent moves the output of one system into another, like writing a project ID from Workday into Salesforce, in one governed flow.
Write-back that never becomes a back door
IT controls exactly what the agent can do
Source and Custom Tools scope the agent to approved, system-specific actions with transactional safety — so automation into a system of record stays deliberate, never a back door.
Every write, under the user's own permissions
Passthrough identity and RBAC/ABAC run each write under the user's own permissions, workspaces and toolkits scope which tools each agent gets, and every write lands in a full audit trail.
Efficient per workflow
Multi-step workflows can burn tokens fast. Source-level semantic intelligence and purpose-built tools cut tool calls about 35% and keep each step lean — so automating at volume stays affordable.
What teams get from it
The busywork gets done right. Any AI action can be reviewed, approved, and audited so humans stay-in-the-loop and in control.
The close, automated
Multi-entity month-end close, consolidation, and journal-entry creation handled by the assistant on live data instead of a controller stitching entities together by hand.
0 swivel-chairs
The agent writes the output of one system into another—a project ID from Workday into Salesforce, a requisition into the ERP—in one flow.
Live, even on-prem
Stock optimization and shop-floor analysis on current data, reaching on-prem systems through the Connect Gateway.
Deploy Connect Gateway on-premEvery write, governed
Writes are scoped to approved actions, run under each user's permissions, and fully audited so finance and IT can say yes to letting AI act.
How it works: connectivity, context, control
Connect AI gives the agent governed read-and-write with per-action control. No read-only connectivity, rigid iPaaS workflow, or MCP gateway offers the same combination.
Read and write, live
Query and write across the stack
Live connectivity with a read-and-write relational interface—query, insert, update, and delete across QuickBooks, Sage Intacct, NetSuite, Xero, Dynamics, Acumatica, Salesforce, and Workday, with on-prem systems reached through the Connect Gateway.
The safe-write engine
Tools built for acting, not just asking
Universal Tools give the agent a compact read-and-write toolset across every system; Custom Tools expose specific write actions with pre-optimized queries and explicit limits; semantic intelligence and derived views keep each step lean.
Govern every write
Approved actions, audited
Source Tools expose only approved, system-specific actions with transactional safety; toolkits and workspaces scope which tools each agent gets; and every write runs under the user's own permissions with a full audit trail.
How teams put their busywork on the agent
Generate financial reports and get real-time budget updates just by asking
Delivering new or updated reports to leadership is a constant demand for Finance teams—and a time-consuming one. Enable AI to query across all the systems your data lives in and turn that effort into a question.
CData
Connect your agent to the systems the work runs on
Connect any MCP-enabled AI client to the finance, ERP, CRM, and HR systems your processes span—cloud or on-prem—with read and write.
