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 database, point at the REST API. Each connector instance keeps syncing on its own cadence.

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.