Microsoft, PSA, RMM, security, billing, documentation and AI providers, and how customer matching ties them to your clients.
A walk through the QuickBooks Online, IT Glue, Pax8 and AI provider pages exactly as they look before anything is connected, so you know what each one asks for and what its Connect or import door does first.
Every card on the Integrations > All page grouped by category, plus four provider detail pages (Anthropic, Microsoft Entra ID, Dell TechDirect warranty, Stripe) and the Matching workbench, all shown on an instance with nothing connected except its own AI key.
One page holds the whole Microsoft connection: the app registrations created in your own Microsoft tenant, the mailboxes your help desk and billing send from, and the advanced cards you only open when something is wrong.
One page holds the whole accounting connection: the facts read straight out of your company file, the two catalogs you can re-pull on demand, and the product list that decides what your team can pick on an invoice.