Twinfield connector

Use your Twinfield data for reporting, automation and AI.

Data Panda brings your Twinfield data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
Twinfield logo
About Twinfield

Where the accountant and the business share one set of books.

Twinfield is Wolters Kluwer's cloud accounting platform, built for accounting firms and the businesses they keep books for. The business owner and the external accountant work in the same administration: bank statements come in automatically every day, scanned purchase invoices arrive as booking proposals, and the VAT return is filed straight from the package. Larger setups add fixed assets, budgets, foreign currency and consolidation across multiple administrations.

Everything in Twinfield hangs off its dimension model. Every transaction line carries a general ledger account plus the customer, supplier, cost centre or project it belongs to. That structure is exactly what a warehouse wants. Once the journals land next to your operational data, margin per customer, budget per cost centre and group results across administrations become queries instead of export exercises.

What your Twinfield data is for

What you get once Twinfield is connected.

Dimension-level reporting

P&L, margin and budget questions answered on the dimensions Twinfield already books on.

  • Cost-centre and project P&L against budget
  • Gross margin per customer, net of credit notes
  • Group results consolidated across administrations

Bookkeeping automation

Let the books follow the operational systems instead of chasing them at month-end.

  • Sales invoices posted from your CRM or webshop as sales journals
  • PSP payouts booked and matched to the invoices they paid
  • Customer and supplier masters kept in sync with the systems that create them

AI on your ledger history

Years of journals become the signal for payment, cost and cash predictions.

  • Late-payer scoring on receivables history
  • Coding suggestions for recurring supplier invoices
  • Thirteen-week cash forecast on receivable and payable aging

Custom apps on your data

Tools on Twinfield data for people who should not be working inside Twinfield.

  • Receivables lookup for account managers before a renewal call
  • Budget tracker per department head, fed by booked actuals
  • Client-portfolio dashboard for accounting firms
Use cases

Use cases we deliver with Twinfield data.

A list of concrete reports, automations and AI features we have built on Twinfield data. Pick the one that matches your situation.

Budget vs actualsBooked actuals against budget per cost centre and project, mid-quarter.
Margin per customerRevenue net of credit notes against direct costs, per customer and segment.
Multi-administration consolidationGroup P&L across Twinfield administrations on a shared chart of accounts.
Cost-centre P&LResults per department on the dimensions already booked.
Project profitabilityJournal totals per project, while the project is still running.
DSO by segmentDays sales outstanding per customer group, trended over twelve months.
VAT preparationInput and output VAT totals per period and rate, ready for the return.
Cash-flow forecastReceivable and payable aging into a thirteen-week cash view.
Fixed-asset registerAsset values and depreciation runs, reportable outside the package.
Firm-wide portfolio viewAccounting firms: processing status and results across all client administrations.
Real business questions

Answers you will finally get.

Which cost centres will run past their budget before the quarter ends?

Booked actuals per cost centre against the Twinfield budget, projected forward on the current monthly run rate. The department that will cross its budget in week eleven shows up in week six, while there is still something to decide.

What does the group look like when every administration is added up, today?

Journals from each Twinfield administration land in one model, mapped onto a shared chart of accounts. The group P&L refreshes daily instead of appearing once a quarter after a consolidation exercise, and any entity that drifts from plan is visible the week it happens.

How much cash do the next thirteen weeks actually hold?

Receivable and payable aging from Twinfield combined with recurring commitments from the operational stack, into a rolling thirteen-week cash forecast. It shows the week where the line dips, early enough that a financing conversation is a choice rather than an emergency.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Budget against actuals per cost centre and project, group results across administrations, and a cash view on receivable and payable aging. The month closes in Twinfield; the questions about next month get answered in the warehouse.

For sales leaders

Open receivables and payment behaviour per account, next to the pipeline. Price a renewal knowing how the customer actually pays, not just what they buy.

For operations

Project and cost-centre actuals against budget while the work is still running, plus supplier spend concentration and the invoice-to-payment lag per customer. Decisions on terms and suppliers backed by booked numbers.

Ideas

What you can automate with Twinfield.

Pair with Teamleader Focus

Post Teamleader Focus invoices into Twinfield

Sent invoices in Teamleader Focus land in Twinfield as sales journal entries with customer, VAT and ledger coding set. Credit notes and payment status flow back, so the agency or consultancy closes its month without reconciling two tools by hand.

Pair with Shopify

Book Shopify revenue into Twinfield

Shopify orders post into Twinfield as sales journals with VAT, shipping and discounts split out, and refunds come back as credit notes. Webshop revenue stops travelling to the accountant as a weekly export from the Shopify admin.

Pair with Stripe

Reconcile Stripe payouts in Twinfield

Stripe payouts are booked in Twinfield as bank entries with the fees split out and the underlying charges matched to the invoices they paid. The reconciliation screen stops showing lump sums someone has to take apart by hand.

Pair with HubSpot

Show Twinfield payment history on HubSpot records

Customer masters stay aligned between HubSpot and Twinfield, with VAT number and payment terms consistent in both. Sales sees open receivables and payment behaviour on the HubSpot record and stops extending net-30 to accounts that already pay late.

Pair with AdminPulse

Match AdminPulse planning to Twinfield processing status

For accounting firms running their practice in AdminPulse: task deadlines and client agreements line up against the actual bookkeeping status of each Twinfield administration. The client whose VAT deadline is near while the books sit unprocessed surfaces on Monday, not on the due date.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Twinfield data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Twinfield to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Twinfield connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Twinfield setup and the systems around it. Together we pick the first thing worth building.