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Client Bulletin
November 2026 |
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Most businesses have the data they need. It’s just stuck inside the system that created it. Getting a new report usually means an export, a spreadsheet, or a request to an outside consultant and a wait. An Evolve Connector changes that. It’s a secure, always-on link between one of your business systems and the tools your team already uses, including AI assistants like Claude, ChatGPT and Microsoft Copilot, plus Excel, Power BI and Teams. Your people can build their own reports and ask questions in plain English, using live data. Setup starts at $7,500. After that, we keep it running for a flat $150 per month for one connector, or $250 per month for up to three. |
The connector library 64 systems, one simple offerThese are systems we can connect today. The highlighted ones are covered in more detail further down. Accounting & ERP | QuickBooksSage 100 / 300Sage IntacctNetSuiteXeroBusiness CentralAcumaticaEpicorSAP Business One | Construction | ProcoreAutodesk Construction CloudViewpoint VistaFoundationComputerEaseBuildertrend | Healthcare & senior living | PointClickCareMatrixCareathenahealtheClinicalWorksQlik clinical dashboards | Real estate & property | YardiAppFolioRealPageEntrataBuildiumStorable | HR & payroll | ADPPaylocityPaycomGustoUKGWorkdayGreenhouse | CRM & sales | SalesforceHubSpotDynamics 365 SalesZoho CRMGoHighLevel | Field & home services | ServiceTitanJobberHousecall Pro | Commerce & payments | ShopifyBigCommerceAmazon Seller CentralSquareStripe | Projects & work | monday.comAsanaSmartsheetClickUpJiraKarbon | Marketing & phones | Google AdsGoogle Analytics 4Meta AdsMailchimpRingCentral8x8 | Any other source | SQL Server & Azure SQLExcel & SharePointGoogle SheetsSFTP file dropsODBC / legacy databasesAny REST API |
Not listed? If it has an API, a database or a file export, we can usually connect it. Just ask. |
Why it matters What changes for your teamBuild reports yourself Your team pulls the numbers it needs, when it needs them. No ticket, no change order, no waiting on an outside consultant for every new view. |
| Ask in plain English "Which customers are 60 days past due?" "What did labor cost us by job last month?" Ask the way you would ask your controller and get the answer from live data. |
| Set up once, use everywhere The same connector works in your AI assistant, Excel, Power BI, Teams and scheduled email reports. |
| Your data stays protected Read-only by default, credentials kept in a secured vault, access limited to the people you approve, and sensitive fields masked before they reach any AI tool. |
| A flat, predictable cost One setup fee, then a flat monthly fee per connector that covers hosting, monitoring, vendor API updates and support. No per-report charges. |
| Room to grow Start with one system. Add your payroll, CRM or project tool later and ask questions across all of them in one place. |
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Where it works One connector, many places to use itOnce your system is connected, the data is available wherever your people already work. You’re not locked into one reporting tool, and you’re not paying to rebuild the same connection twice. AI assistants Claude, ChatGPT, Microsoft Copilot |
| Excel Refreshable tables, no exports |
| Power BI Dashboards on a clean feed |
| Microsoft Teams Answers and alerts in chat |
| Scheduled briefs Weekly reports by email |
| Custom apps Portals and workflows |
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Featured connectors Built for the systems you already runEach connector is built for one system and kept current by our team. Here is a closer look at four of the most requested. Sage Connector Sage 100, Sage 300, Sage Intacct | $150/mo |
Data it opens up General ledger, AR and AP aging, sales by customer and item, inventory, budgets vs. actuals. Questions your team can ask | › | “What is our gross margin by product line this quarter compared to last year?” | | › | “Which customers are over 60 days past due, and how much do they owe?” | | › | “Show actual vs. budget by department for October.” |
The result: Finance teams stop exporting to spreadsheets and rebuilding the same report every month. Budget files kept outside Sage can be brought into the same view. |
QuickBooks Connector QuickBooks Online and Desktop | $150/mo |
Data it opens up Profit and loss, balance sheet, invoices, bills, customers, vendors, classes and locations. Questions your team can ask | › | “Which invoices went out this week and which are still unpaid?” | | › | “Compare job profitability by class for the last six months.” | | › | “What is our cash position projected over the next 30 days?” |
The result: Owners and bookkeepers get answers in seconds and can roll several QuickBooks companies into one view. |
PointClickCare Connector Senior living and skilled nursing | $150/mo |
Data it opens up Census, occupancy, admissions and discharges, payer mix, staffing and clinical indicators. Questions your team can ask | › | “What is census and occupancy by community today versus 30 days ago?” | | › | “Show admissions, discharges and payer mix for the month.” | | › | “Which communities are trending above budget on agency hours?” |
The result: Operators see every community in one place. Resident health information is masked before it reaches any AI tool, so the connector supports your HIPAA obligations instead of complicating them. |
Procore Connector Construction project management | $150/mo |
Data it opens up Projects, submittals, RFIs, change orders, commitments, budgets, schedules and daily logs. Questions your team can ask | › | “Which submittals are overdue or came back late this week?” | | › | “List open RFIs older than 14 days by project manager.” | | › | “Where are we trending over budget, and what change orders are pending?” |
The result: Project leaders get a weekly risk report without anyone compiling it by hand, and catch slipping items before they cost money. Accounting data such as QuickBooks or Sage can sit right beside it. |
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More examples A few other examplesConnectors from the library in very different industries. NetSuite Growing companies and multi-entity finance Consolidate subsidiaries and ask which entity is driving the margin change this quarter. |
| Yardi Multifamily and commercial property See delinquency, occupancy and leases expiring in the next 90 days across every property. |
| ServiceTitan HVAC, plumbing and home services Track revenue per technician, close rates and callbacks without pulling reports by hand. |
| ADP Payroll for any size company Answer overtime, labor cost and headcount questions by department in seconds. |
| Salesforce Sales teams and forecasting Get forecast by rep and stalled deals, and tie closed revenue back to campaigns. |
| Shopify Ecommerce and retail brands See sales by product and channel, repeat buyers and refunds next to your accounting data. |
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Security and control Security, set connector by connectorEach connector gets its own permissions, so it only sees what you decide it should. ✓ | You choose what each connector can see Every connector is set up on its own terms. Pick the tables, fields and records it can reach. For example, give finance the general ledger but not payroll, or share census and occupancy without resident names. |
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| ✓ | Read-only by default Connectors read data and don’t change it. If you ever want write-back, such as updating a record from Teams, we turn it on only for the specific actions you approve. |
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| ✓ | Sensitive data stays out of AI Health information, Social Security numbers, salaries and bank details can be masked or left out entirely before anything reaches an AI assistant. |
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| ✓ | Only the people you approve Access is limited by person or role, so a project manager sees project data and the controller sees the books. |
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| ✓ | Your environment or ours Run the connector inside your own Microsoft Azure environment or let us host it. Either way, credentials live in a secured vault, never in a spreadsheet or an email. |
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| ✓ | Visible and reversible Requests are logged so you can see who asked for what, and you can change a connector’s permissions or switch it off at any time. |
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Getting started How it works1 | Quick discovery call 30 minutes to confirm the system, the questions you want answered, and who needs access. | 2 | We build and secure it We set up the connector in your Microsoft environment or ours, with read-only access and the right permissions. | 3 | Connect your tools We link it to your AI assistant, Excel, Power BI or Teams and walk your team through a few real questions. | 4 | We keep it running Monitoring, vendor API updates and support are covered by the monthly fee. You just use it. |
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Simple, two-step pricing Step 1 · One-time setup Starting at $7,500 Covers discovery, building and securing the connector, linking it to your tools, and a walkthrough with your team. Quoted up front based on your systems. |
Step 2 · Then your monthly connector fee Single connector $150 /month for one connector |
| Best value bundle $250 /month for up to 3 connectors |
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The monthly fee starts once your connector is live. No per-report fees. | ✓ | Secure hosting and ongoing health monitoring | | ✓ | Updates when your software vendor changes its API | | ✓ | Read-only access and masking of sensitive fields | | ✓ | Use in AI assistants, Excel, Power BI and Teams | | ✓ | Support from our team when you need it |
Want polished dashboards on top? Our team still builds those. The difference is that you’re no longer waiting on us for every new question. |
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We would value your input Help us decide which connectors to build next Tell us which systems you run and the questions you wish you could answer faster. It takes about two minutes. |
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Want to see it on your own data?
Book a 30-minute call and we’ll show you a connector answering real questions.
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Evolve, Inc.
Marketing That Works · Serving clients across the U.S. since 2008 1210 E. Arlington Blvd., Greenville, NC 27858 · (252) 754-2957
evolveinc.com |
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