AI that talks to all your business data
Bring Claude, ChatGPT, Microsoft Copilot and any MCP-compatible AI into your dataSights database. Query across Xero and 200+ systems, build reusable SQL views, post back to multiple Xeros, and automate full workflows. All in plain English.
14 days free trial, no credit card required
200+
Business systems supported
10x
Faster report development
Any
MCP-compatible AI
What is AI Connect
AI Connect is a secure bridge between your dataSights database and the AI tools you already use. It is built on an open standard called Model Context Protocol (MCP), which lets large language models read from and write to live business systems.
In practical terms, once you connect Claude, ChatGPT, or Microsoft Copilot to your dataSights account, they can query your synced data, generate reports, and save reusable SQL views back to your database. Every interaction runs against your dedicated, private database. No data is shared with anyone you have not authorised.
How AI Connect works in 3 steps
Sync your data
Your business data already syncs into your private SQL database. Xero, Cin7, Salesforce, HubSpot, Shopify, and 160+ other sources, consolidated and cleaned.
Connect your AI tool
Add dataSights as a connector in Claude, ChatGPT, or Microsoft Copilot. One-time setup, secure authentication, you control access.
Ask. Build. Post back. Automate.
Ask questions in plain English. Generate reports. Save reusable SQL views back to your database. Post journals and updates back to multiple source systems. Trigger workflows your team relies on.
Replace manual workflows. Build something better.
What customers are building with AI Connect today.
Financial controller agents
Customers are running Claude as a 24/7 financial controller. It reads consolidated P&L across every Xero, drills into the underlying transactions when something looks off, posts journals back to multiple files, drafts variance commentary, and answers ad-hoc questions from the CFO. Work that took a controller a full day runs in a chat thread.
Claude apps for the whole team
Wrap your favourite prompts in a Claude app and share it with non-technical colleagues. Your CFO, ops lead and BD manager each get a self-serve query tool against your dataSights database. No SQL. No BI ticket.
Board packs and CFO reports in minutes
"Generate the March board pack." Claude pulls consolidated numbers, drafts the commentary, and exports to a branded PDF and formatted Excel workbook. What used to be a two-day exercise becomes a coffee.
Download a real example board pack → SQL views and dashboards from any AI tool
Every report view in dataSights is exposed through the MCP. Connect Claude, Cursor, or any custom agent and reproduce, extend, or build new dashboards in your own environment. Headless access to the same data your finance team uses.
Desktop automations with Claude Cowork
NewRun reconciliations and recurring workflows on your desktop. AI Connect pulls the data, Cowork drives the steps. Replaces the export-copy-paste-send loop most finance teams still run weekly.
Built for the way finance teams already work
If you are consolidating multiple Xero organisations through dataSights, AI Connect plugs straight into your management accounts.
- ✓ Generate board pack commentary directly from consolidated P&L and balance sheet data
- ✓ Stand up a query centre so your whole finance team can ask Claude or ChatGPT questions about any entity, any period
- ✓ Speed up month-end variance analysis with AI that already understands your chart of accounts and eliminations
- ✓ Automate the boring parts of close, keep the judgment calls human
Finance team query centre
SQL view generation
A faster path from raw tables to live reports
You already have 160+ source systems syncing into clean SQL. AI Connect lets you skip the slow part, writing the views.
Describe what you want, the AI generates the SQL, AI Connect saves it back to your database as a view, and Power BI picks it up immediately. Iterate by conversation instead of by ticket.
- ✓ Cut the round-trip from data request to dashboard
- ✓ Empower analysts and finance team members to self-serve
- ✓ Free your BI developers for the genuinely complex work
Use the AI you already trust
Claude (Anthropic)
Available on Claude Pro, Team, Enterprise. Strong at long-context reasoning and code generation. Our recommended pairing.
ChatGPT (OpenAI)
Available on ChatGPT Plus, Team, Enterprise. Familiar interface with broad ecosystem support.
Microsoft Copilot
Available on Microsoft 365 Copilot. Native integration with Excel, Outlook and Teams.
Also works with
Any tool that speaks MCP works with dataSights. More are added every month.
Ask AI questions across all your Xero organisations
Consolidating multiple Xero organisations through dataSights? AI Connect plugs straight into your management accounts. Ask Claude, ChatGPT, or Microsoft Copilot to compare entities, draft commentary, and build cross-org reports — without exporting a single CSV.
- ✓ Query payroll, revenue, and COGS across every entity at once
- ✓ Generate consolidated P&L commentary in seconds
- ✓ Spot intercompany eliminations that haven't cleared
- ✓ Build board pack variance analysis without leaving your AI tool
Ask AI across all your Xero organisations
Your data stays yours
- ✓ Every connection runs against your dedicated Microsoft Azure SQL database
- ✓ Your AI assistant only accesses what your account has access to
- ✓ Multi-factor authentication standard
- ✓ You can revoke AI Connect access at any time
- ✓ Bring your own Azure subscription option, you own everything
Frequently asked questions
AI Connect is a secure bridge that lets AI assistants like Claude, ChatGPT, and Microsoft Copilot read from and write to your dataSights database. It runs on the open Model Context Protocol (MCP) standard, so any AI tool that supports MCP can connect.
Yes. If you are syncing Xero through dataSights, Claude can query that data once you have set up AI Connect on your Claude Pro, Team, or Enterprise account. The same applies to ChatGPT and Microsoft Copilot.
Yes. AI Connect supports any AI assistant that implements MCP, including ChatGPT (Plus, Team, Enterprise) and Microsoft Copilot. Setup is one-time per AI tool.
Xero's built-in AI works on a single Xero organisation, on summary data, and is read-only. AI Connect works across all of your data, every Xero organisation you consolidate, plus any of your 200+ other connected systems, at full transaction-level depth, and it's bidirectional. AI can drill from a board-level variance straight to the underlying Account Transactions, save reusable SQL views and mapping tables back to your database, and post journals or invoices to multiple Xero files in one chat. Xero's AI cannot do any of that.
No. You ask questions in plain English. The AI writes the SQL behind the scenes. If you do know SQL, you can ask the AI to generate views you then refine yourself.
Yes. Your data stays in your dedicated Azure SQL database, your AI assistant only sees what your account has permission to see, and you can revoke access at any time. We never share your data with third parties.
Yes. AI Connect can save SQL views and mapping tables to your dataSights database, and post journals, invoices, bills, credit notes and tracking categories back to multiple Xero organisations from a single chat. Every write goes through your existing dataSights workflows with full audit trails. Other source-system write-backs are supported where the connector supports it. Ask us what's available for your stack.
Any AI tool that supports the Model Context Protocol (MCP). Today that includes Claude (Anthropic), ChatGPT (OpenAI), Microsoft Copilot, Claude Code, Cursor, Lovable, Gamma, n8n MCP, Zapier MCP and a growing list of others. MCP is an open standard, so any tool that adopts it works with dataSights automatically. Customers are also building their own custom agents.
AI Connect is included with all dataSights plans at no additional charge. You will need an active subscription with the AI tool of your choice (Claude, ChatGPT, or Microsoft Copilot).
MCP is an open standard for connecting AI assistants to live data sources and tools. It was introduced by Anthropic and is now adopted by OpenAI, Microsoft, and others. Because dataSights speaks MCP, your data works with whichever AI tool you prefer.
Most customers are up and running in under 15 minutes. You authenticate dataSights as a connector inside your AI tool, and you are ready to ask questions.
Having trouble? Contact our 24/7 support now