What tools am I connected to?
Before Bottomline can give you a complete picture of your business, it needs to know where your data lives. Here's how to see which tools are connected and what each one contributes to your report.
The short answer
What is connected? Bottomline pulls data from up to four categories of tools: accounting (QuickBooks or Xero), CRM (HubSpot or Salesforce), payments (Stripe), and advertising (Google Ads, Meta Ads). Each connection adds a different layer of insight to your monthly report.
More connections mean more complete answers
With only your accounting software connected, Bottomline can tell you what you made, spent, and kept. That is useful, but limited. Add your CRM and you get customer pipeline data. Add Stripe and you get payment timing and reconciliation. Add your ad platform and you get real return on ad spend.
Each new connection unlocks cross-system insights that no single tool can provide. Customer LTV requires CRM plus payments. Real ROAS requires ads plus payments. Revenue reconciliation requires payments plus accounting. The more connected you are, the fewer blind spots you have.
What each connected tool adds to your report
- Accounting (QuickBooks or Xero). Revenue, expenses, net income, gross margin, balance sheet, accounts receivable aging, and cash position. This is the financial foundation of your report.
- CRM (HubSpot or Salesforce). Pipeline value, deal stages, contact records, deal velocity, and win rates. This adds the sales context that your accounting software cannot see.
- Payments (Stripe).Payment timing, customer payment records, subscription data, and refunds. This bridges the gap between your CRM (“deal closed”) and your accounting (“revenue recorded”).
- Advertising (Google Ads, Meta Ads). Ad spend, impressions, clicks, and platform-reported conversions. Combined with payment data, this gives you real ROAS instead of the inflated numbers ad platforms report.
How businesses typically manage tool connections
Without a central dashboard, most businesses manage their tool connections through a patchwork of integrations: Zapier automations, native integrations (like QuickBooks + Stripe), and manual processes (exporting from one tool and importing to another).
The problem with this approach is that there is no single place to see the status of all connections. Is the QuickBooks-Stripe sync still running? When did HubSpot last push data? Is the Google Ads conversion import working? You would need to check each integration separately, and most people only discover a broken connection when they notice a gap in their data weeks later.
The average small business uses 4-6 SaaS tools with customer data. Managing the connections between them is a part-time job that nobody signed up for.
Or see all your connections in one dashboard
Bottomline gives you a single view of every connected tool, what data it provides, when it last synced, and whether the connection is healthy.
At a glance you can see what is connected and what is missing. In this example, adding Meta Ads would give you a complete picture of ad spend across both platforms. Without it, your blended ROAS only reflects Google Ads, which may be telling an incomplete story.