Scale B.O.S.S. Settings Guide
System Connections

How to connect accounting systems and document storage providers to Scale B.O.S.S. via Settings > Integrations & AI > System Connections.

Why this page matters

System Connections is the organization-level control point for external platforms. It determines where financial data enters the system, where cloud documents sync, and whether third-party connections are enabled at all.

System Connections brings financial platforms, document storage, and connection status into one workspace.

1. What System Connections Is

System Connections is the first page inside Settings > Integrations & AI. It is the organization-wide hub for linking Scale B.O.S.S. to external systems that supply financial records and cloud documents.

This is a company-level control center, not a personal preference screen. Choices made here affect how the organization receives accounting data, where documents sync from, and whether third-party connections are permitted.

Primary purpose	Connect approved external systems so data and documents flow into Scale B.O.S.S. in a controlled, consistent way.
Who should manage it	The person or team responsible for company settings, integrations, and data governance.
What it controls	Financial platform connection, document storage connection, and the master switch for third-party integrations.
What it does not do	KPI and data stream setup is handled on the Business Modeling page, not here.

2. Why It Matters

Establishes one approved path for accounting data to enter the platform.
Establishes one approved path for cloud documents to sync into the Document Library.
Reduces confusion by limiting the organization to one active financial platform and one active document storage provider at a time.
Keeps integration decisions visible and centralized rather than scattered across the system.
Prepares the rest of the product to work from connected data rather than manual workarounds.

Operating principle

System Connections is built for clarity and control. Scale B.O.S.S. treats connection setup as an organization-level decision, not an ad hoc user activity. This is why the page enforces one active source per category and a single master switch for all external connections.

3. How the Page Is Organized

The top of the page shows the active settings tab, page title, summary status chips, and the global integration switch.

Top tab row: The Integrations & AI area includes System Connections, Financial Data, and AI Data Management. This guide covers System Connections.
Page header: Identifies this page as the hub for connecting financial and document platforms.
Summary chips: The Financial and Documents chips indicate whether each category is configured or unconfigured.
Third-Party Integrations switch: The master control for all external connections on the page.

4. The Master Switch

The Third-Party Integrations switch in the top-right corner enables or disables all external connections on the page. When on, the organization can use the connection options shown. This is the broadest control on the screen.

Treat this switch as a governance control. If the organization has approved integrations, it should generally remain on. Turn it off only when intentionally suspending external connections — for example, during a setup review, troubleshooting, or a policy change.

The master switch controls whether third-party connections are enabled at the organization level.

5. Financial Platforms

Financial platforms feed accounting data into the Finances area for revenue tracking, expense analysis, and P&L reporting.

This section is where the organization selects its accounting connection. Financial data flows into the Finances section for revenue tracking, expense analysis, and P&L reporting. Only one financial platform can be active at a time.

QuickBooks	Available as a direct self-service connection with a Connect button.
Xero	Listed on the page but uses Request Integration rather than self-service connection.
Status badge	Each card displays its current state (e.g., Not connected) so the team can confirm whether a provider is active.
Connection rule	Only one financial platform can be active at a time. Choose the accounting source intentionally to avoid split-source financial reporting.

What to look for in Financial Platforms

Connect the platform that serves as the organization's actual accounting system of record.
Do not connect a platform simply because it is available. The active connection should reflect where trusted revenue, expense, and P&L data originates.
If the desired provider shows Request Integration instead of Connect, treat it as a coordination step — the provider is recognized but not directly self-service enabled from this page.
If the accounting source changes, plan the cutover carefully to avoid fragmented financial reporting.

6. Document Storage

Document storage providers sync files into the Document Library for team access and AI training. Only one storage provider can be active at a time.

This section manages cloud file connections. Synced documents flow into the Document Library for team access and AI training. As with financial platforms, only one storage provider can be active at a time.

Google Drive	Available as a direct self-service connection with a Connect button.
OneDrive	Listed on the page with Request Integration rather than self-service connection.
Box	Listed on the page with Request Integration rather than self-service connection.
Dropbox	Listed on the page with Request Integration rather than self-service connection.
Connection rule	Select the cloud repository that serves as the organization's primary synced source. Only one provider can be active at a time.

What to look for in Document Storage

Choose the provider where the organization already maintains its working document source of truth or approved reference library.
Be deliberate: synced documents support both team access and AI training.
If the organization uses multiple storage systems, decide which one should be the official connected source for Scale B.O.S.S. — this page is not a multi-repository sync console.
Use Request Integration for any listed provider that is not currently self-service enabled.

7. KPI & Data Stream Integrations Card

At the bottom of the page, the KPI & Data Stream Integrations card points to the Business Modeling page. It is not a connection form within System Connections.

This separation is intentional. System Connections handles organization-level external system setup. KPI mapping, stream configuration, and data modeling belong in Business Modeling, keeping connection plumbing distinct from KPI design.

In plain terms

Use System Connections to define which outside systems can connect. Use Business Modeling to define how KPI data is structured and used inside the platform.

8. Connect vs. Request Integration

Connect	A self-service action available directly from this page. The provider can be activated immediately from this workspace.
Request Integration	A request path for providers that are visible on the page but not directly configurable here. It indicates a coordinated enablement step, not a failed connection.
How to decide	Use Connect when the approved provider is ready for direct activation. Use Request Integration when the desired provider is listed but not yet self-service enabled.

9. Recommended Setup Sequence

Confirm that Third-Party Integrations is enabled.
Review the status chips to see whether Financial and Documents are configured.
Select the accounting platform that will serve as the single financial source in Scale B.O.S.S.
Select the cloud storage provider that will serve as the single synced document source in Scale B.O.S.S.
Use Request Integration for any listed provider that is not directly connectable from this page.
Once system connections are set, move to Business Modeling for KPI and data stream configuration.

10. What Good Setup Looks Like

The correct accounting platform is connected and recognized by leadership as the official financial source.
The correct document repository is connected and intentionally approved for synced access and AI context.
The team understands that KPI mapping happens on the Business Modeling page, not here.
The organization is not running multiple active financial or storage sources for the same purpose.
Connection choices reflect real operational ownership, not convenience.

11. Common Mistakes to Avoid

Connecting every available platform instead of selecting the right source intentionally.
Mistaking Request Integration for a broken button — it is a coordination path, not an error state.
Expecting KPI data stream configuration to happen here rather than in Business Modeling.
Troubleshooting individual connection cards without first confirming the master switch is enabled.
Connecting a document source without considering whether those files are appropriate for team access and AI context.

12. Final Guidance

System Connections is one of the most foundational setup pages in Scale B.O.S.S. — it determines where trusted external information enters the platform. When configured well, the rest of the system works from clean financial inputs, approved document sources, and a clear integration strategy. When configured loosely, confusion spreads as teams lose confidence in which source to trust.

Use this page with intention: enable third-party integrations deliberately, select one financial system of record, select one document repository of record, and use Business Modeling for KPI-specific work. That approach keeps the platform clean, scalable, and reliable.

Connection Readiness Checklist

[ ] Third-Party Integrations is enabled for the organization.

[ ] The chosen financial platform is the real accounting system of record.

[ ] The chosen document storage provider is the approved synced source for the Document Library.

[ ] The team understands that KPI stream setup continues on the Business Modeling page.

[ ] The integration owner has documented who is responsible for maintaining each connection.

Best practice: maintain one clean source in each category.

The more disciplined the organization is about its connected systems, the easier it becomes to trust dashboards, modeling, document access, and AI context across Scale B.O.S.S.

Scale B.O.S.S. System Connections Settings Guide