data and connectors
Gilion connects your data, answers anything you ask, and shows the work behind it
Skip the exported spreadsheets and outdated data packs. Invite the company to connect its accounting, billing, payments and analytics tools, and work directly with raw, up-to-date data straight from the source.
Connect your data
Banking, accounting, spreadsheets, and more. Read-only to start, so nothing changes on day one.
Mismatch flagged
Unifies data across sources
Gilion identifies where the data matches, but also where it doesn’t.
Reaseach.md
financials.md
app metrics.md
MD Creation
Gilion auto-generates md files that are readable to agents in a unified manner.
Data room connectors
Connect your existing data room so documents stay in sync with each investment case. No re-uploading.
Google Drive
Sync shared folders and documents from the data room in Google Drive.
Google Drive
Sync shared folders and documents from the data room in Google Drive.
Google Drive
Dropbox
Connect Dropbox folders used as the deal’s data room.
Dropbox
Connect Dropbox folders used as the deal’s data room.
Dropbox
SharePoint / OneDrive
Sync documents from Microsoft SharePoint and OneDrive.
SharePoint / OneDrive
Sync documents from Microsoft SharePoint and OneDrive.
SharePoint / OneDrive
Zapier
Automate document flows from thousands of apps via Zapier.
Zapier
Automate document flows from thousands of apps via Zapier.
Zapier
API
Push documents and data into cases with our API.
API
Push documents and data into cases with our API.
API
Custom
Need another data room? We build custom connectors.
Custom
Need another data room? We build custom connectors.
Custom
File uploads
Upload files straight to the platform and attach them to individual investment cases. Supported formats:
Word
Upload Word documents to any investment case.
Word
Upload Word documents to any investment case.
Word
Upload PDFs such as reports, decks and contracts.
Upload PDFs such as reports, decks and contracts.
Excel
Upload Excel models and financial spreadsheets.
Excel
Upload Excel models and financial spreadsheets.
Excel
CSV
Upload CSV exports and raw datasets.
CSV
Upload CSV exports and raw datasets.
CSV
DOCX
Upload DOCX documents to any investment case.
DOCX
Upload DOCX documents to any investment case.
DOCX
DOC
Upload legacy DOC files to any investment case.
DOC
Upload legacy DOC files to any investment case.
DOC
TXT
Upload plain text files and notes.
TXT
Upload plain text files and notes.
TXT
PPTX (PowerPoint)
Upload PowerPoint decks and presentations.
PPTX (PowerPoint)
Upload PowerPoint decks and presentations.
PPTX (PowerPoint)
Due Diligence Integrations
Invite the company going through due diligence to connect its own systems. Their first-party data from accounting, billing, payments, ads and analytics tools populates your investment case automatically, read-only.
Accounts IQ
Accounting and financial data from Accounts IQ.
Accounts IQ
Accounting and financial data from Accounts IQ.
Accounts IQ
Adyen
Payments and settlements from Adyen.
Adyen
Payments and settlements from Adyen.
Adyen
Amazon Ads
Ad spend and performance from Amazon Ads.
Amazon Ads
Ad spend and performance from Amazon Ads.
Amazon Ads
Amazon S3
Files and datasets stored in Amazon S3.
Amazon S3
Files and datasets stored in Amazon S3.
Amazon S3
Amazon Seller Partner
Orders, sales and inventory from Amazon Seller Central.
Amazon Seller Partner
Orders, sales and inventory from Amazon Seller Central.
Amazon Seller Partner
Amplitude
Product usage, events and retention from Amplitude.
Amplitude
Product usage, events and retention from Amplitude.
Amplitude
Apple App Store
App downloads, sales and subscriptions from the App Store.
Apple App Store
App downloads, sales and subscriptions from the App Store.
Apple App Store
Apple Search Ads
Search campaign spend and installs from Apple Search Ads.
Apple Search Ads
Search campaign spend and installs from Apple Search Ads.
Apple Search Ads
Billogram
Invoicing and payments from Billogram.
Billogram
Invoicing and payments from Billogram.
Billogram
Billomat
Invoices and billing from Billomat.
Billomat
Invoices and billing from Billomat.
Billomat
Billwerk
Subscription billing from Billwerk.
Billwerk
Subscription billing from Billwerk.
Billwerk
Billy
Accounting data from Billy.
Billy
Accounting data from Billy.
Billy
Bokio
Bookkeeping and accounting from Bokio.
Bokio
Bookkeeping and accounting from Bokio.
Bokio
Braintree
Transactions and subscriptions from Braintree.
Braintree
Transactions and subscriptions from Braintree.
Braintree
Brink Commerce
Orders and sales from Brink Commerce.
Brink Commerce
Orders and sales from Brink Commerce.
Brink Commerce
Chargebee
Subscriptions, invoices and MRR from Chargebee.
Chargebee
Subscriptions, invoices and MRR from Chargebee.
Chargebee
Chargify
Subscription billing and revenue from Chargify.
Chargify
Subscription billing and revenue from Chargify.
Chargify
ChartMogul
Subscription metrics and MRR from ChartMogul.
ChartMogul
Subscription metrics and MRR from ChartMogul.
ChartMogul
Coupa
Spend and procurement data from Coupa.
Coupa
Spend and procurement data from Coupa.
Coupa
Custom BigQuery
Custom datasets from the client’s BigQuery warehouse.
Custom BigQuery
Custom datasets from the client’s BigQuery warehouse.
Custom BigQuery
DATEV
Accounting and financial data from DATEV.
DATEV
Accounting and financial data from DATEV.
DATEV
Dinero
Accounting data from Dinero.
Dinero
Accounting data from Dinero.
Dinero
Dynamics 365 Business Central
Financial and ERP data from Dynamics 365 Business Central.
Dynamics 365 Business Central
Financial and ERP data from Dynamics 365 Business Central.
Dynamics 365 Business Central
E-conomic
Bookkeeping and invoices from e-conomic.
E-conomic
Bookkeeping and invoices from e-conomic.
E-conomic
Easybill
Invoices and billing data from Easybill.
Easybill
Invoices and billing data from Easybill.
Easybill
Exact
Accounting and ERP data from Exact.
Exact
Accounting and ERP data from Exact.
Exact
Facebook Ads
Ad spend and performance from Meta’s Facebook Ads.
Facebook Ads
Ad spend and performance from Meta’s Facebook Ads.
Facebook Ads
Farpay
Payments and subscriptions from Farpay.
Farpay
Payments and subscriptions from Farpay.
Farpay
Fastbill
Invoices and billing from Fastbill.
Fastbill
Invoices and billing from Fastbill.
Fastbill
FastSpring
Digital commerce and payments from FastSpring.
FastSpring
Digital commerce and payments from FastSpring.
FastSpring
Fenerum
Subscription billing and recurring revenue from Fenerum.
Fenerum
Subscription billing and recurring revenue from Fenerum.
Fenerum
FinancialForce
Financial and ERP data from FinancialForce.
FinancialForce
Financial and ERP data from FinancialForce.
FinancialForce
Firebase
App analytics and events from Firebase.
Firebase
App analytics and events from Firebase.
Firebase
Fortnox
Ledgers, invoices and financial statements from Fortnox.
Fortnox
Ledgers, invoices and financial statements from Fortnox.
Fortnox
FreshBooks
Invoices and accounting from FreshBooks.
FreshBooks
Invoices and accounting from FreshBooks.
FreshBooks
Fusebill
Subscription billing from Fusebill.
Fusebill
Subscription billing from Fusebill.
Fusebill
GoCardless
Direct debit payments and mandates from GoCardless.
GoCardless
Direct debit payments and mandates from GoCardless.
GoCardless
Google Ads
Campaign spend, clicks and conversions from Google Ads.
Google Ads
Campaign spend, clicks and conversions from Google Ads.
Google Ads
Google Analytics
Website traffic and conversions from Google Analytics.
Google Analytics
Website traffic and conversions from Google Analytics.
Google Analytics
Google Analytics 4
Website and app analytics from Google Analytics 4.
Google Analytics 4
Website and app analytics from Google Analytics 4.
Google Analytics 4
Google Cloud Storage
Files and datasets stored in Google Cloud Storage.
Google Cloud Storage
Files and datasets stored in Google Cloud Storage.
Google Cloud Storage
Google Drive
Shared documents and files from the client’s Google Drive.
Google Drive
Shared documents and files from the client’s Google Drive.
Google Drive
Google Play
App installs, revenue and ratings from Google Play.
Google Play
App installs, revenue and ratings from Google Play.
Google Play
Google Sheets
Spreadsheets and tables from Google Sheets.
Google Sheets
Spreadsheets and tables from Google Sheets.
Google Sheets
Helu
Financial data from Helu.
Helu
Financial data from Helu.
Helu
HubSpot
Contacts, deals and pipeline from HubSpot.
HubSpot
Contacts, deals and pipeline from HubSpot.
HubSpot
Klarna
Orders, settlements and payouts from Klarna.
Klarna
Orders, settlements and payouts from Klarna.
Klarna
Klaviyo
Email and SMS marketing performance from Klaviyo.
Klaviyo
Email and SMS marketing performance from Klaviyo.
Klaviyo
Lexoffice
Invoices and bookkeeping from Lexoffice.
Lexoffice
Invoices and bookkeeping from Lexoffice.
Lexoffice
Lexware
Accounting data from Lexware.
Lexware
Accounting data from Lexware.
Lexware
Libeo
Supplier payments and payables from Libeo.
Libeo
Supplier payments and payables from Libeo.
Libeo
Likvido
Receivables and collections from Likvido.
Likvido
Receivables and collections from Likvido.
Likvido
LinkedIn Ad Analytics
Campaign spend and performance from LinkedIn Ads.
LinkedIn Ad Analytics
Campaign spend and performance from LinkedIn Ads.
LinkedIn Ad Analytics
Maxio (SaaSOptics)
Subscription billing and SaaS metrics from Maxio.
Maxio (SaaSOptics)
Subscription billing and SaaS metrics from Maxio.
Maxio (SaaSOptics)
Membrain
Sales pipeline and CRM data from Membrain.
Membrain
Sales pipeline and CRM data from Membrain.
Membrain
Microsoft Advertising
Search ad spend and conversions from Microsoft Advertising.
Microsoft Advertising
Search ad spend and conversions from Microsoft Advertising.
Microsoft Advertising
Mixpanel
Product events, funnels and retention from Mixpanel.
Mixpanel
Product events, funnels and retention from Mixpanel.
Mixpanel
Mollie
Payments and settlements from Mollie.
Mollie
Payments and settlements from Mollie.
Mollie
Monite
Payables and receivables from Monite.
Monite
Payables and receivables from Monite.
Monite
Monsum
Subscription billing from Monsum.
Monsum
Subscription billing from Monsum.
Monsum
NetSuite SuiteAnalytics
Financial and ERP data from NetSuite SuiteAnalytics.
NetSuite SuiteAnalytics
Financial and ERP data from NetSuite SuiteAnalytics.
NetSuite SuiteAnalytics
Netvisor
Accounting and financial data from Netvisor.
Netvisor
Accounting and financial data from Netvisor.
Netvisor
Odoo
ERP, accounting and sales data from Odoo.
Odoo
ERP, accounting and sales data from Odoo.
Odoo
Outbrain
Native advertising spend and performance from Outbrain.
Outbrain
Native advertising spend and performance from Outbrain.
Outbrain
Pardot
B2B marketing automation data from Pardot.
Pardot
B2B marketing automation data from Pardot.
Pardot
PayPal
Transactions and payouts from PayPal.
PayPal
Transactions and payouts from PayPal.
PayPal
PE Accounting
Accounting and financial records from PE Accounting.
PE Accounting
Accounting and financial records from PE Accounting.
PE Accounting
Pennylane
Accounting and financial data from Pennylane.
Pennylane
Accounting and financial data from Pennylane.
Pennylane
Procountor
Accounting and financial data from Procountor.
Procountor
Accounting and financial data from Procountor.
Procountor
QuickBooks
Ledgers, invoices and reports from QuickBooks.
QuickBooks
Ledgers, invoices and reports from QuickBooks.
QuickBooks
Recharge
Subscription orders and revenue from Recharge.
Recharge
Subscription orders and revenue from Recharge.
Recharge
Recurly
Subscriptions and recurring revenue from Recurly.
Recurly
Subscriptions and recurring revenue from Recurly.
Recurly
Sage Intacct
Financial and accounting data from Sage Intacct.
Sage Intacct
Financial and accounting data from Sage Intacct.
Sage Intacct
Salesforce
Accounts, opportunities and pipeline from Salesforce.
Salesforce
Accounts, opportunities and pipeline from Salesforce.
Salesforce
Segment
Customer event data collected through Segment.
Segment
Customer event data collected through Segment.
Segment
sevDesk
Invoices and bookkeeping from sevDesk.
sevDesk
Invoices and bookkeeping from sevDesk.
sevDesk
Shopify
Orders, products and customers from Shopify stores.
Shopify
Orders, products and customers from Shopify stores.
Shopify
Snapchat Ads
Ad spend and performance from Snapchat Ads.
Snapchat Ads
Ad spend and performance from Snapchat Ads.
Snapchat Ads
Square
Payments and sales from Square.
Square
Payments and sales from Square.
Square
Steamworks
Game sales and revenue from Steamworks.
Steamworks
Game sales and revenue from Steamworks.
Steamworks
Stripe
Payments, subscriptions and revenue data from Stripe.
Stripe
Payments, subscriptions and revenue data from Stripe.
Stripe
SumUp
Card payments and sales from SumUp.
SumUp
Card payments and sales from SumUp.
SumUp
Teamleader
CRM, projects and invoicing from Teamleader.
Teamleader
CRM, projects and invoicing from Teamleader.
Teamleader
TikTok Ads
Campaign spend and performance from TikTok Ads.
TikTok Ads
Campaign spend and performance from TikTok Ads.
TikTok Ads
Trustly
Bank payments and transactions from Trustly.
Trustly
Bank payments and transactions from Trustly.
Trustly
Twitter Ads
Campaign spend and performance from Twitter Ads.
Twitter Ads
Campaign spend and performance from Twitter Ads.
Twitter Ads
Upodi
Subscription billing from Upodi.
Upodi
Subscription billing from Upodi.
Upodi
Visma eAccounting
Accounting data from Visma eAccounting.
Visma eAccounting
Accounting data from Visma eAccounting.
Visma eAccounting
Visma eEkonomi Smart
Accounting data from Visma eEkonomi Smart.
Visma eEkonomi Smart
Accounting data from Visma eEkonomi Smart.
Visma eEkonomi Smart
Wint
Accounting data from Wint.
Wint
Accounting data from Wint.
Wint
WooCommerce
Orders, products and customers from WooCommerce.
WooCommerce
Orders, products and customers from WooCommerce.
WooCommerce
Xero
Ledgers, invoices and reports from Xero.
Xero
Ledgers, invoices and reports from Xero.
Xero
Younium
Subscriptions, contracts and ARR from Younium.
Younium
Subscriptions, contracts and ARR from Younium.
Younium
YouTube Analytics
Channel views and performance from YouTube Analytics.
YouTube Analytics
Channel views and performance from YouTube Analytics.
YouTube Analytics
Zettle
Card payments and sales from Zettle.
Zettle
Card payments and sales from Zettle.
Zettle
Zimpler
Payments and transactions from Zimpler.
Zimpler
Payments and transactions from Zimpler.
Zimpler
Zoho Books
Ledgers, invoices and reports from Zoho Books.
Zoho Books
Ledgers, invoices and reports from Zoho Books.
Zoho Books
Zuora
Subscription billing and revenue from Zuora.
Zuora
Subscription billing and revenue from Zuora.
Zuora