> For the complete documentation index, see [llms.txt](https://docs.drivepoint.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.drivepoint.io/data-integrations/financials-datamart.md).

# Financials Datamart

Direct SQL access to QuickBooks GL data, transaction drill-down, and entity-level detail. Available through the Drivepoint MCP and BigQuery.

Your general ledger, invoices, bills, and payments from your ERP are available directly in Drivepoint. Ask questions about your financial statements, drill into transaction detail, analyze revenue by product, and check what is owed or outstanding.

### What you can do with it

* **Review your P\&L and balance sheet** by account and period, using the same categories mapped in your SmartModel.
* **Break down revenue by product** using invoice line items, sliced by account family, product, or customer.
* **Check AR and AP aging** to see which invoices are overdue and what bills are outstanding.
* **Drill from summary to detail** by moving from financial statement totals down to the individual transactions behind them.
* **Audit your mapping coverage** to understand how completely your chart of accounts is mapped in Drivepoint, weighted by dollar value.

### What it covers

| Area                      | What it answers                                                                     | Page                                                                                              |
| ------------------------- | ----------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
| Financial statements      | What does my P\&L look like this quarter? Which balance sheet accounts changed?     | [Financial Statements](/data-integrations/financials-datamart/financial-statements.md)            |
| Invoices & revenue        | What are my top products by revenue? Which invoices are overdue?                    | [Invoices & Revenue](/data-integrations/financials-datamart/invoices-and-revenue.md)              |
| Bills, payments & vendors | What do I owe? Who are my largest vendors?                                          | [Bills, Payments & Vendors](/data-integrations/financials-datamart/bills-payments-and-vendors.md) |
| General ledger            | What transactions hit marketing spend last month? What journal entries were posted? | [General Ledger](/data-integrations/financials-datamart/general-ledger.md)                        |

{% hint style="info" %}
**Financials vs. SmartModel actuals.** The financials data surfaces your raw ERP and ledger truth. SmartModel actuals surface the modeled, mapped view used in your forecasts. They complement each other: use financials when you need the original ledger detail or transaction records, and SmartModel actuals when you need the Drivepoint-mapped forecast view.
{% endhint %}

### Time periods

Financial data is organized at two levels of detail.

| Grain           | What you get                                                                   |
| --------------- | ------------------------------------------------------------------------------ |
| Monthly         | Income statement and balance sheet rolled up by period                         |
| Per transaction | Individual invoices, bills, payments, and GL entries with their original dates |

### QuickBooks and NetSuite

The transaction layer (invoices, bills, payments, vendors) pulls from QuickBooks Online. If your company uses NetSuite, the financial statements and general ledger are still available, but the transaction detail pages will not have data.

{% hint style="warning" %}
**Invoice line quantities** mix units of measure depending on the item (cases vs. individual units). Do not sum quantities across different items without normalizing for unit type.
{% endhint %}


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