DaaS

How do I connect, upload, and manage my portfolio data with Sivo?

What data connections does Sivo required?

Can I connect more than one data source?

Can I update or reconnect a data source?

Why does Sivo ask me to connect my financial systems?

Which accounting systems can I connect?

What if my accounting platform is not listed?

Why does Sivo ask me to connect a Source of Receivables?

What can I use as a Source of Receivables?

What if I have multiple Sources of Receivables?

Can I upload files instead of connecting a system?

Can I disconnect a data source?

Marcela Lobos

Reporting & Data Connections

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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