Connect your systems
Your board reads your systems to work on your numbers. Everything stays on your own Ask Gloria server, and the board can only read: it can't change, send or pay anything.
XeroAccounts, invoices, bank and reports.
Connect XeroHubSpotContacts, companies and deals. Paste a private app token (Settings, Integrations, Private apps) with read access to contacts, companies and deals.
Spreadsheets and documentsUpload exports from any system: your job list, price list, pipeline, timesheets, a client list. CSV, Excel, PDF, Word or text, up to 25 MB each.
Something else?Microsoft 365, Google, QuickBooks, Sage, your job or practice software: tell Gloria which, and your Ask Gloria representative connects it with you.
Representative
Read the owner's setup, correct anything, then switch the board on. Only you see this page.
Board: not switched on