Almost everything in the platform is built from connected systems, so connecting them is the first step and the one everything else waits on.
Start with the bank
The bank connection is first because it requires no bookkeeping to be useful. It brings in what actually arrived and what actually left, which is enough to produce a cash position, a burn rate and a runway immediately.
Credentials are entered with the bank rather than with Omnyra, and access is read-only — see bank connection.
Then accounting, if it is used
An accounting system adds what was invoiced rather than only what was received, which is what makes margin and receivables answerable.
The two together are also what allows one to be checked against the other — see books versus bank variance.
Then the systems the work runs on
A field service or scheduling system brings jobs, so costs and revenue can be read per job rather than only in total.
Connect every account, not the main one
A business with a second checking account, a savings account and a credit card has cash and costs in all of them. Connecting one produces a partial picture that looks complete, which is more misleading than an obviously empty one.
History arrives first, then updates
An initial connection brings several months of history, so there is something to read immediately. After that, each source delivers on its own schedule — see how often data updates.
Where connections are managed
Sources lists every connection, what it provides and when it last delivered. Connecting and reconnecting both start there.