Settings & Integrations

Connect QuickBooks, Convex, and OpenAI to activate live data

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All charts and data are powered by realistic mock data. Connect your integrations below to switch to live QuickBooks data.

QuickBooks Online

Connect your QuickBooks account via Pica to sync financial data in real-time.

1

Create a Pica account

Sign up at picaos.com and create a new project

2

Set PICA_SECRET_KEY

Add your Pica secret key to your .env.local file

3

Connect QuickBooks

Use the Pica AuthKit flow to authorize QuickBooks access

4

Set your Realm ID

Add your QuickBooks company Realm ID to .env.local

QuickBooks not connected

Convex Database

Real-time database for storing synced QuickBooks data and AI insights.

1

Create Convex project

Run npx convex dev in your terminal

2

Set NEXT_PUBLIC_CONVEX_URL

Copy your deployment URL from Convex dashboard

3

Run migrations

Convex will auto-deploy schema on next dev start

4

Verify tables

Check Convex dashboard for all 9 QB tables

OpenAI API

GPT-4o-mini powers all AI analysis, projections, and natural language insights.

1

Create OpenAI account

Sign up at platform.openai.com

2

Generate API key

Create a new API key with sufficient credits

3

Set OPENAI_API_KEY

Add your API key to .env.local

4

Test the chat

Open AI Insights page and send a test message

Environment Variables

Configure your .env.local file with these values

User identity used for x-user-id request header

Pica secret key for QB authentication

Convex deployment URL

OpenAI API key for AI insights

QuickBooks company ID (Realm ID)

Note: In production, set these as environment variables in your deployment platform, not through this UI.

Data Quality & Completeness

Completeness by integration source and required credentials.

Sync Failure Pattern

Recent sync failures by QuickBooks object domain.