Data operations
Settings and connectors
Operational plumbing for ingestion, sync monitoring, mapping rules, and visibility boundaries. This is where the dashboard becomes a real system instead of a static brochure.
Connector posturePlanned + staged
Connector health
| Connector | Domain | Status | Last sync | Latency | Records |
|---|---|---|---|---|---|
| Plaid | Banking + Cards | Planned | Not connected | - | Chase + Amex target |
| QuickBooks | Accounting | Planned | Not connected | - | System of record |
| Mission Control | Projects / invoices | Ready | Internal | Local | Project-linked data |
| Manual CSV import | Fallback | Available | On demand | User-driven | Bootstrap source |
Next connector and control steps
Bank feeds
Chase + Amex via Plaid target
Accounting
QuickBooks Online sync next, books still incomplete
Entity mapping
Biopure separate, DRR starts fresh later
Dashboard access
Landon + Adam + Mel = full finance
Rewards visibility
Landon + Adam only