Ask Tugger Anything - Six systems. One question. Answers in Seconds
35 minutes on your data and what you can actually get out of it.
Watch it back whenever suits.
Duncan connects Xero, QuickBooks, HubSpot, Cin7, Shopify and BreatheHR through Tugger, then works through real questions with Claude against all six at once.
What turns up along the way. £14,000 of invoices that never made it through a QuickBooks to Xero migration. Two weeks of Shopify sales that never posted to Xero. Closed-won deals in HubSpot with no order and no invoice behind them. Two versions of the same customer quietly splitting the numbers in half.
He also builds a dashboard with links straight back into the source records, sets up a receivables email that drafts itself before 9am every day, and rebuilds a cash flow forecast that corrects three of his own assumptions on the way through.
No slides. Just the data, and what happens when you can ask it anything.
Why not just point Claude at your accounts?
Because Claude can only answer from what it can reach. One system at a time gives you one system’s answer, and most of the useful questions sit in the gaps between them.
Tugger is the warehouse holding all six systems, and the connection that lets Claude read across them at once. That’s the difference between asking what you invoiced and asking what you invoiced, what you won, and what actually shipped, all in the same breath.
Jump to the bit you need
- 0:00 Intro and setup
- 2:20 The Tugger & Bone dashboard
- 4:20 Sales orders, warehouses and headcount
- 6:20 Checking the data before trusting it
- 10:00 Six systems, one question, one answer
- 12:00 Headline revenue
- 15:10 Overdue invoices, straight to the Xero record
- 18:40 Every morning before 9, the scheduled receivables email
- 21:30 Pipeline report
- 23:45 Cash flow forecast in Excel
- 26:55 Duplicate customers and recording a payment
- 29:50 QuickBooks vs Xero, invoices that don't match
- 31:10 Cin7 and Shopify checks
- 33:10 Data quality issues across systems
- 34:30 The refreshed dashboard
- 35:10 Try it on your own data
Questions answered on the call
- How often does data refresh, and can you set it per system?
- Where is the data stored, and how long do you keep it? Does Tugger write anything back into your systems?
- How do you handle a business that uses the same software differently to everyone else?
- Can you pull from software without an API?
Watch the recording 👇
