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
Invoices & revenue	What are my top products by revenue? Which invoices are overdue?	Invoices & Revenue
Bills, payments & vendors	What do I owe? Who are my largest vendors?	Bills, Payments & Vendors
General ledger	What transactions hit marketing spend last month? What journal entries were posted?	General Ledger

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.

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.

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.