Custom Connectors
Custom Connectors • AI, Excel & Power BI
Connect the systems you run to the tools you already use
Your data is already there. It’s just stuck inside Sage, QuickBooks, PointClickCare, Procore or whatever runs your business. A BICS Connector is a secure, always-on link that lets your team build their own reports and ask questions in plain English, in Claude, ChatGPT, Copilot, Excel, Power BI and Teams.
Connector
Answered from live data · sensitive fields masked
A secure link to your data, not another dashboard project
Most new reports today mean an export, a spreadsheet, or a request to a consultant and a wait. A connector removes that step.
We set up one connection per system, lock it down to the data you approve, and point it at the tools your people already use. From then on, your team pulls the numbers it needs, when it needs them. You can still have us build polished dashboards on top. The difference is that you’re no longer waiting on us for every new question.
From exports and waiting to answers on demand
Build reports yourself
Your team pulls the numbers it needs, when it needs them. No ticket, no change order, no waiting on an outside consultant for every new view.
Ask in plain English
“What did labor cost us by job last month?” Ask the way you would ask your controller and get the answer from live data.
Set up once, use everywhere
The same connector works in your AI assistant, Excel, Power BI, Teams and scheduled email reports.
Your data stays protected
Read-only by default, credentials in a secured vault, access limited to the people you approve, and sensitive fields masked before they reach any AI tool.
A flat, predictable cost
One setup fee, then a flat monthly fee per connector that covers hosting, monitoring, vendor API updates and support. No per-report charges.
Room to grow
Start with one system. Add payroll, CRM or project tools later and ask questions across all of them in one place.
One setup, then a flat monthly fee
Setup is quoted up front based on your systems. The monthly fee starts once your connector is live.
Discovery, building and securing the connector, linking it to your tools, and a walkthrough with your team.
One system, connected to every tool your team uses.
Up to three connectors, for example accounting, payroll and projects.
64 systems we connect today
Highlighted systems are featured below. Not listed? If it has an API, a database or a file export, we can usually connect it.
Built for the systems you already run
Sage Connector
General ledger, AR and AP aging, sales by customer and item, inventory, budgets vs. actuals.
“Which customers are over 60 days past due, and how much do they owe?”
“Show actual vs. budget by department for October.”
QuickBooks Connector
Profit and loss, balance sheet, invoices, bills, customers, vendors, classes and locations. Roll several companies into one view.
“Compare job profitability by class for the last six months.”
“What is our cash position over the next 30 days?”
PointClickCare Connector
Census, occupancy, admissions and discharges, payer mix and staffing. Resident health information is masked before it reaches any AI tool.
“What is census and occupancy by community today versus 30 days ago?”
“Which communities are trending above budget on agency hours?”
Procore Connector
Projects, submittals, RFIs, change orders, commitments, budgets and daily logs. Accounting data can sit right beside it.
“List open RFIs older than 14 days by project manager.”
“Where are we trending over budget, and what change orders are pending?”
Standing up your first connector
Quick discovery call
30 minutes to confirm the system, the questions you want answered, and who needs access.
Build and secure it
We set up the connector in your Microsoft environment or ours, with read-only access and the right permissions.
Connect your tools
We link it to your AI assistant, Excel, Power BI or Teams and walk your team through a few real questions.
We keep it running
Monitoring, vendor API updates and support are covered by the monthly fee. You just use it.
We work alongside your software vendor and your IT team, with no disruption to production.
Exports and one-off reports vs. a BICS Connector
Exports work for a single question. They get painful the moment you need to blend, trend or ask the next question.
| Capability | BICS Connector | Exports & one-off reports |
|---|---|---|
| Answers from live data | Yes | Stale by the next day |
| Ask questions in an AI assistant | Yes | No |
| Combine several systems | Yes | Manual in Excel |
| Access set by person or role | Yes | Files get forwarded |
| Sensitive fields masked | Yes | Rarely |
| Cost per new report | $0 | A new request each time |
Security, set connector by connector
Each connector gets its own permissions, so it only sees what you decide it should.
You choose what it can see
Pick the tables, fields and records each connector can reach. Give finance the general ledger but not payroll, or share census without resident names.
Read-only by default
Connectors read data and don’t change it. Write-back is turned on only for the specific actions you approve.
Sensitive data stays out of AI
Health information, Social Security numbers, salaries and bank details can be masked or left out entirely.
Only the people you approve
Access is limited by person or role, so a project manager sees project data and the controller sees the books.
Your environment or ours
Run it inside your own Microsoft Azure environment or let us host it. Credentials live in a secured vault.
Visible and reversible
Requests are logged, and you can change a connector’s permissions or switch it off at any time.
A Microsoft Partner with a public track record
Everything below is verifiable: our Upwork profile, our public YouTube channel teaching the same stack we sell, and our Microsoft Partner and MBE credentials.
What you own
Your data stays in systems you control. Connector settings and documentation are yours, and you can switch a connector off at any time.
Delivery team
Senior, US-based solution architecture and development. Every connector is built and supported by our own team.
Common questions
Custom Connector questions
Do we have to change our software or setup?
What does the $7,500 setup cover?
What does the monthly fee include?
Is our data sent to AI companies?
Our system isn’t on the list. Can you connect it?
Let’s talk
Tell us what you’re trying to solve
Tell us which systems you use and what you’d like to do with your data, and mention “Custom Connectors.” We’ll follow up within one business day.
See your own data answer real questions
Tell us the three questions your system makes hard to answer. We’ll show you what a connector looks like on your data and what it takes to get there.
Book a Free Scoping Call Send Us a Note