Connections
19 data sources configured
API Connections
4
Etsy
Disconnected
— Not configured
Provider
etsy
Target Table
orders
Source Tag
etsy_api
Description
Etsy Open API v3 — pull orders, listings, transactions. OAuth 2.0 PKCE (1-hour tokens, auto-refresh).
Google Ads
Disconnected
— No credentials
Provider
google
Target Table
ad_spend
Source Tag
google_ads
Description
Google Ads API — pull campaign spend, impressions, clicks, conversions.
Google Analytics
Disconnected
— No credentials
Provider
google
Target Table
analytics
Source Tag
google_analytics
Description
Google Analytics GA4 — pull sessions, users, pageviews, transactions, ecommerce revenue.
Shopify
Connected
— Last sync: OAuth OK
Provider
shopify
Target Table
orders
Source Tag
shopify_api
Description
Shopify Admin API — pull orders, products, customers. OAuth client credentials (auto-refresh).
Revenue Sources
4
Etsy Monthly Statement
CSV (processor) → orders
Provider
etsy
Source Tag
etsy_statement
Category
Auto-detect
Last Used
Never
Monthly Etsy statement CSV — orders, fees, taxes, ads. Download from Etsy > Finances > Monthly Statement.
Etsy Sold Orders
CSV (processor) → orders
Provider
etsy
Source Tag
etsy_statement
Category
Auto-detect
Last Used
Never
Etsy Sold Orders / Items CSV — customer names, shipping, variations. Download from Etsy > Shop Manager > Orders > Download CSV.
Painted Tree Consignor
CSV (processor) → retail
Provider
painted_tree
Source Tag
painted_tree_csv
Category
Auto-detect
Last Used
Never
Painted Tree booth sales CSV — 'Consignor Access - Home' export. Columns: Date, Description, SKU, Invoice, Retail Price, Sold Price, Store Amount, Consignor Amount.
Shopify Orders CSV
CSV (processor) → orders
Provider
shopify
Source Tag
shopify_api
Category
Auto-detect
Last Used
Never
Shopify orders export CSV. Download from Shopify > Orders > Export.
Expense Sources
9
AT&T Wireless Bill
PDF (processor) → expenses
Provider
att
Source Tag
att_pdf
Category
Office expenses
Last Used
Never
AT&T wireless bill PDF. Extracts total due and per-line breakdown.
Amazon Business
CSV (processor) → expenses
Provider
amazon
Source Tag
amazon_business
Category
Supplies
Last Used
Never
Amazon Business order CSV. Download from Amazon Business > Order History > Download Report.
Amy's Consumables
XLSX (processor) → expenses
Provider
amy
Source Tag
amy_spreadsheet
Category
Supplies
Last Used
Never
Amy's spreadsheet of Walmart/Sam's Club consumables + trailer insurance. XLSX with HIWC-tagged rows.
OkTAP Sales Tax Return
PDF (processor) → expenses
Provider
oktap
Source Tag
oktap_pdf
Category
Taxes and licenses
Last Used
Never
Oklahoma Tax Commission (OkTAP) monthly sales tax return PDF.
PayPal Activity
CSV (processor) → expenses
Provider
paypal
Source Tag
paypal
Category
Other expenses
Last Used
Never
PayPal transaction CSV. Download from PayPal > Activity > Download > CSV.
Pike Pass Statement
PDF (processor) → expenses
Provider
pike_pass
Source Tag
pike_pass_pdf
Category
Car and truck expenses
Last Used
Never
Oklahoma PikePass monthly statement PDF. Extracts toll total.
Pirate Ship Transactions
XLSX (processor) → expenses
Provider
pirate_ship
Source Tag
pirate_ship
Category
Cost of goods sold
Last Used
Never
Pirate Ship shipping labels XLSX. Download from Pirate Ship > Transactions > Export.
Shopify Billing
CSV (processor) → expenses
Provider
shopify
Source Tag
shopify_billing
Category
Office expenses
Last Used
Never
Shopify billing charges CSV — subscription, apps, transaction fees. Download from Shopify > Settings > Billing > Download.
TFCU Loan Statement
PDF → expenses
Provider
tfcu
Source Tag
tfcu_statement
Category
Interest
Last Used
Never
Tinker Federal Credit Union monthly loan statement PDF. Extracts interest amounts for trailer and truck loans.
Bank Statements
2
Chase Checking (6185)
PDF (processor) → bank_transactions
Provider
chase
Source Tag
chase_checking
Category
Auto-detect
Last Used
Never
Chase checking account statement PDF. Upload monthly statement from Chase.
Chase Freedom CC (2976)
PDF (processor) → bank_transactions
Provider
chase
Source Tag
chase_freedom
Category
Auto-detect
Last Used
Never
Chase Freedom credit card statement PDF. Upload monthly statement from Chase.
Your Templates
0
No custom templates yet. Drop a file on the Import page to create one.