Your numbers are in six places and none of them agree

Where it hurts

• The CRM says one thing, the billing sheet says another, and the reconciliation lives in a spreadsheet somebody rebuilds every month.
• Every question that spans two systems turns into an export, a VLOOKUP, and an afternoon.
• By the time the numbers agree, they're a week old.

How Portals AI handles it

1. Connect each system once

   Upload the spreadsheet, connect the Google Sheet, point at the REST API. Re-sync any of them when its source changes.

2. Map the fields onto one vocabulary

   Shared column definitions carry types, validation, and canonical formats, so "acct_id", "Account ID", and "customer" resolve to the same thing.

3. Group what belongs together

   Entity groups link records across sources on a shared field, with an overlap preview before you commit.

4. Ask instead of exporting

   Open a portal and ask the cross-system question directly. Pin the answer and it stays current.