Sync-and-store vs pass-through: choosing per object
Storing data makes reads fast; passing through keeps it out of your systems. Why the right answer differs for invoices, ledgers and catalogs.
4 min read
NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents
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Engineering notes and platform deep dives from the team building the Unify Graph: QuickBooks, NetSuite, write-back, sync models and agents.
Storing data makes reads fast; passing through keeps it out of your systems. Why the right answer differs for invoices, ledgers and catalogs.
4 min read
The NetSuite patterns that decide whether your mid-market deal closes: multi-entity, custom records, approvals and concurrency governance limits.
5 min read
What an MCP server should expose for accounting and commerce data, and the guardrails AI agents need before they touch money-adjacent records.
4 min read
Idempotency, validation, closed periods and approvals. A practical checklist for invoice, bill and journal entry write-back to accounting systems.
5 min read
Margin by SKU, stock value, ad spend per order: the questions that cross finance and catalog data, and the case for keeping both on one data model.
4 min read
Codat is refocusing on banks. Realistic options for teams that still need accounting and commerce data, and how to migrate without breaking customers.
4 min read
OAuth, rate limits, webhooks, sandbox companies and the objects that trip teams up. Read this before your first QuickBooks Online API call.
4 min read
One schema for many platforms sounds simple. What a unified API buys you, what it costs, and three signals your product needs one now.
5 min read
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