Cross-Tool Business Intelligence — Every Answer, Every Source¶

Q: What is cross-tool business intelligence?

Cross-tool business intelligence is the ability to query data across multiple business systems — Stripe, QuickBooks, Shopify, HubSpot — in a single question and get one unified, source-cited answer. CorpusIQ connects 38+ tools to AI via MCP, eliminating the need to log into separate dashboards or export data to spreadsheets.

Q: How does CorpusIQ unify data from different tools?

CorpusIQ connects to each business tool via read-only OAuth. When you ask a question, it queries the relevant tools simultaneously, normalizes the data, and returns a single verified answer with citations to the exact source — whether that's a Stripe transaction, QuickBooks P&L line, or Shopify order.

Q: Which tools can I query simultaneously with CorpusIQ?

CorpusIQ supports 38+ business tools including Stripe, QuickBooks, Shopify, HubSpot, Google Analytics, Google Ads, Meta Ads, Klaviyo, Mailchimp, PostgreSQL, MSSQL, MongoDB, Gmail, Google Drive, Slack, and more. One question can query any combination of connected tools.

Q: Do I need to export data from each tool?

No. CorpusIQ connects directly to each tool via read-only OAuth — no data exports, no CSV downloads, no warehouse pipelines. You ask a question and CorpusIQ retrieves the answer live from each source.

Q: How is this different from a traditional BI dashboard?

Traditional BI requires data to be extracted, transformed, and loaded (ETL) into a warehouse before analysis. CorpusIQ queries tools directly in real time. No ETL, no data warehouse, no stale reports. You ask in plain English and get live, source-cited answers across all your tools.

Most business questions can't be answered by one tool alone.

"What's my true margin?" requires Stripe revenue, QuickBooks expenses, and Shopify COGS.

"Which customers are most profitable?" needs HubSpot pipeline data, Stripe payment history, and QuickBooks P&L.

"How's our marketing performing?" spans Google Ads spend, Meta Ads campaigns, GA4 traffic, and Shopify revenue.

Cross-tool business intelligence answers these in one question — without spreadsheets, without dashboards, without ETL.

How Cross-Tool Intelligence Works¶

You ask: "What's our true margin by product line this quarter?"

┌──────────┐  ┌───────────┐  ┌──────────┐
│  Stripe  │  │ QuickBooks │  │ Shopify  │
│ Revenue  │  │  Expenses  │  │   COGS   │
└────┬─────┘  └─────┬──────┘  └────┬─────┘
     │              │              │
     └──────────────┼──────────────┘
                    │
            ┌───────▼────────┐
            │   CorpusIQ     │
            │  Normalizes    │
            │  Validates     │
            └───────┬────────┘
                    │
            ┌───────▼────────┐
            │  One Answer    │
            │  + Citations   │
            │  + Source links│
            └────────────────┘

No warehouse. No ETL. No exporting CSVs. Questions run against live data.

The Cross-Tool Intelligence Stack¶

Capability	What It Means
Multi-source queries	One question pulls data from Stripe + QuickBooks + Shopify simultaneously
Live data	No warehouse lag — answers come from the source, right now
Cross-source validation	Revenue in Stripe is checked against orders in Shopify — drift caught instantly
Entity resolution	The same customer appears in HubSpot, Stripe, and QuickBooks — CorpusIQ knows they're the same
Source citations	Every number in your answer links back to the exact tool and field it came from

Cross-Tool Use Cases¶

Financial Health Check

"Show me revenue from Stripe, expenses from QuickBooks, and gross margin. Flag any line items over $5K for review."

Customer Profitability

"For our top 10 HubSpot deals closing this month, pull their Stripe payment history and Shopify order volume. Rank by estimated LTV."

Marketing ROAS

"Compare Google Ads and Meta Ads spend against Shopify revenue and GA4 conversions. Calculate blended ROAS and CAC by channel."

Inventory + Sales Alignment

"Cross-reference Shopify inventory levels with QuickBooks purchase orders. Flag SKUs where stock is below 2 weeks of sales velocity."

Why Traditional BI Falls Short¶

Traditional BI	CorpusIQ Cross-Tool
Data must be ETL'd into warehouse	Live queries — no ETL
Reports go stale between refreshes	Real-time from source
One warehouse schema to rule them all	Each tool speaks its native API
Months to set up	45 seconds to connect
Requires data engineering team	Plain English questions
Schema changes break everything	API-based — changes handled at connector level

Entity Resolution Across Tools¶

The hardest problem in cross-tool intelligence isn't the queries — it's identity.

Your customer "Acme Corp" exists as: - acme-corp in Stripe - ACME CORPORATION in QuickBooks - acme@corp.com in HubSpot - customer_id: 48291 in Shopify

CorpusIQ resolves these to a single entity automatically. No manual deduplication. No "which Acme Corp is this?" confusion.

Get Started¶

Connect your first two tools and ask a cross-tool question in under 2 minutes.

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