Data sources, connectors & refresh
How this is scored
Which data the product can reach and how it stays current: native connectors to databases and warehouses (PostgreSQL, MySQL, SQL Server, BigQuery, Snowflake), to business applications (accounting, ERP, CRM, shop, help desk, ad platforms) and to files and spreadsheets (Excel, CSV, Google Sheets), live queries versus imported extracts, scheduled and incremental refresh with its minimum interval, joining data from several sources, light data preparation, access to databases behind a firewall (gateway, SSH tunnel, IP allow-list), and a generic REST or custom connector for what is not listed.
0 — Not a reporting product, or data can only be typed or pasted in by hand.
3 — Spreadsheet and file uploads plus a handful of named connectors; refresh schedules, live queries and blending sources are basic or not described.
5 — A published connector list covering the common databases, warehouses, spreadsheets and several named business applications, scheduled refresh with its interval stated, live queries or extracts at the customer's choice, data from two sources combined in one report, and a documented way to reach a database behind a firewall.
8 — Hundreds of maintained connectors or a full SQL layer over every major warehouse, incremental refresh and caching explained, a built-in data preparation or modelling step, a gateway or agent for on-premise sources, a generic REST or custom connector SDK, and connector limits (rows, API calls, history) stated per plan.
10 — Connectivity an organisation can standardise on: every source reachable live or by extract with the trade-offs documented, refresh down to minutes with lineage from report back to source, source changes detected and reported, and connector behaviour, quotas and failure handling published.
The Finance Controller
The published connector list is a marketing stack — sixty-plus maintained sources across paid ads, social, SEO and email, plus Google Sheets, BigQuery and Snowflake — with blends that join two sources in one report and a documented egress IP range I could allow-list at the warehouse. The pages I read name no connector for accounting or ERP systems, I found no public information on the data-refresh interval, and the Snowflake guide states each widget refresh re-runs the whole query with no incremental fetch. For a DATEV-and-ERP month-end close, that focus decides it. 1 3 5 10 11 19