One place to control what your firm's AI can reach
AI agents are moving from answering questions to doing real work inside the systems your firm relies on. That creates a new management problem: who can access which systems, what actions they can take, and how you prove what happened. Connector Central gives your firm one place to control it.
Free to start. Paid options for advanced automation and support.
SECURITY AND PRIVACY
How we look after your clients' data
Start with the essentials below, or read the full detail.
What happens to my client data?
Your chosen AI assistant receives the data needed for each request. We pass it through without storing what is sent or returned.
How is access protected?
Provider credentials are encrypted and kept away from AI assistants. You choose what each staff member can access and revoke that access at any time.
Why is it free?
Free access grows our community of accounting firms and gives software vendors more reason to integrate. Need advanced audit controls, agent permissions, or SSO? Talk to us about paid options that help keep the service free.
Your AI and connected software providers have their own processing locations and data policies.
Still have questions?
Get in touchThe missing governance layer between your client data and your firm's AI
Your platforms on one side, your team's agents on the other, and one place to decide exactly who can use what.
Access control
Control what each staff member's AI agents can do
Give each person or group access only to the systems and actions they need. Bookkeepers can review accounting records without sending invoices or deleting expenses. When someone changes role or leaves, remove their access once. Their AI agents lose that access immediately, even if they remain connected.
- Set access by person or group
- Separate controls for read, write, and high-risk actions
- Apply one change across all of a person's AI agents
- Remove a leaver's access in one place
Connected systems
Connect each system once, not once per AI agent
Without a central gateway, every new agent and provider adds another integration to configure, secure, and maintain. Connect each supported provider to Connector Central once, then manage credentials and access in one place. Every connector you add gets the same controls.
- Eliminate custom integrations
- Provider credentials managed in one place
- Separate provider accounts where your firm needs them
- The same controls as you add more connectors
Audit log
Know what your firm's AI agents did
Every action through Connector Central creates an Activity entry. See which person used which connector and action, whether it worked, and how long it took. The log stores metadata only, not the information sent to or returned by the provider.
- One audit log across every connector
- See who did what and when
- Review successful and failed actions
- Keep a history of every action
And the fundamentals a firm expects
The practical controls required when AI agents can act inside business systems.
Roles, invitations, and 2FA
Give owners, admins, and users the right level of control. Invite staff securely and protect accounts with two-factor authentication.
Credentials kept away from agents
Provider credentials stay encrypted on the server. Your team connects each provider once and never copies credentials into individual AI agents.
Separate workspaces
Keep teams or environments separate, with their own connectors, provider accounts, and access rules.
Controls for unattended agents
Agents running in the background use dedicated API keys and can reach only the connectors and actions you grant. Add write or destructive access only when the job requires it.
Verified connections
Check that provider credentials work before an AI agent can use the connection.
A full audit trail
Every action is logged: who used which connector, what they did, and whether it worked.
Adopt AI agents without losing control
Create your practice workspace, connect your first system, and decide who can use it. Free, with no card and no time limit.