TradeLife capability
Connected accounting and bank evidence
Bring accounting and bank evidence into the same decision context as jobs and costs without pretending a connected data source answers every business question on its own.
Built for: Trade businesses that want operational work, accounting records and real cash evidence to be reconciled rather than viewed in isolation.
What it helps you do
- 01
Connect supported accounting information so customer, invoice and finance evidence can be reconciled with TradeLife records.
- 02
Use supported bank-data connections for account, balance and transaction evidence when the connection is available, authorised and enabled.
- 03
Keep bank-versus-books differences visible for review instead of silently forcing mismatched records together.
Evidence it can use
- Connected accounting records where authorised
- Connected bank accounts, balances and transactions where authorised
- TradeLife jobs, invoices and reviewed allocation decisions
- Reconciliation state and confidence
Availability
Accounting and bank connections are listed in Core when the relevant connected service is available, approved, configured and enabled.
Check current plans →Where the boundary is
- Connected-service availability depends on provider approval, configuration, user consent and the capabilities enabled for the organisation.
- Accounting systems remain the accounting record and bank connections remain cash evidence; TradeLife combines those sources for operational decision support rather than replacing their underlying records.
Related TradeLife capabilities
Quoting & proposals
Price work with business context, present the agreed scope clearly and keep customer decisions tied to the job that follows.
Jobs, calendar & maps
Keep the agreed job, people, dates, visits and day-to-day actions connected so the work can be run from one operational record.
Financial clarity
Connect the price, job, costs and available financial evidence so a busy diary can be separated from a commercially healthy business.
Want the wider product context?
The Trust Centre explains how TradeLife treats evidence, permissions, connected services and AI-assisted decisions.