Setting up data sources

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Saltdean Hart Insurance Brokers: documents · Setting up data sources

Abi Coombes asked about connecting their accounting system to the brain alongside existing Salesforce and email connections. Connor Webb confirmed this is possible and asked which accounting platform they use.

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Current to 11 Oct 26

Abi Coombes asked about connecting their accounting system to the brain alongside existing Salesforce and email connections. Connor Webb confirmed this is possible and asked which accounting platform they use.

Problem: Customer wants to expand data sources to include accounting data alongside CRM and email. Handling: Connor confirmed the brain can connect accounting systems and asked for the specific platform. Customer responded they use the standard accounting system but the conversation appears incomplete. Watch: This is an upsell opportunity for an additional connector add-on. Clarify which accounting system they use and ensure it is provisioned and configured.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryonboarding

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First response (min)299

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created · Abi Coombes 13 Jan 2025 15:58
Hi, we're a couple of weeks into using the brain now and want to bring in more of our data sources. We've got Salesforce and our email system connected, but we're wondering how to hook up our accounting system. Is that something the brain can do? And if so, what's the process?
public_reply · Connor Webb 13 Jan 2025 20:57
Hi Abi, thanks for the question. Yes, we can absolutely connect your accounting system. Which one are you using? Once I know, I can walk you through the connector setup process. It's pretty straightforward for most platforms. Thanks, Connor
public_reply · Abi Coombes 15 Jan 2025 11:13
Thanks Connor. We use the standard accounting system. Happy to get started whenever suits you. Do we need to do anything special from our accounting software end to enable the connection?
status_change · Connor Webb 7 Feb 2025 15:56
status_change · 11 Feb 2025 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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