Use case · Your team · Finance memory
Recall any payment across Stripe, Revolut, and DocuSign
You don't have a bookkeeper. You log into Stripe + Revolut + DocuSign separately. Each one a separate tab, separate login, separate question. Magnis pulls from all of them — your team's financial memory, addressable from your inbox.
Demo workspace— uses simulated finance data. Stripe / Revolut / DocuSign connectors are on the roadmap (see chips). Today the architecture supports the pattern; we're shipping connectors next. Coming-soon clicks help us prioritise.
Step 1
Ask the question
No SQL. No spreadsheet. No login flow. One sentence — Magnis walks Revolut + Stripe + DocuSign + email and finds the answer.
You ask
When did we last pay Revolut for the contractors? How much was it?
Step 2
Give Magnis your finance stack
Each connector pulls transactions or agreements into your local graph — same entity model as people, projects, messages. Provenance preserved per record.
Sources we're shipping
- ·Revolut Business — transactions, vendor payments, contractor batches
- ·Stripe — subscriptions, invoices, customer history
- ·DocuSign — signed agreements, parties, amendments
- ·Gmail — invoice confirmations + receipts (already live)
What you query
- ·Vendor history — who did we pay, when, how much
- ·Burn breakdown — total monthly + per-tool
- ·Contract status — what we signed, with whom, last amendment
- ·Mixed-source — «every interaction with vendor X across email + Stripe + DocuSign»
Step 3
What Magnis creates
Direct answer with provenance. Click the source chip → jump to the original Revolut transaction.
Last contractor payout via Revolut: Mar 4, 2026 — €18,420 to 4 contractors (CSV batch). Previous before that: Feb 5 (€21,100), Jan 6 (€19,250). Pattern matches monthly cadence.
Mar 4 batch breakdown
Step 4
More questions Magnis answers
Same pattern, different scope. Cross-source queries are the primitive.
“Show every DocuSign agreement with Acme this quarter.”
→ 3 agreements: master MSA (Jan 18), pilot extension (Feb 22), security addendum (Mar 9). All signed both sides.
“Total burn on tools last month?”
→ $8,420 across 12 vendors. Top 3: AWS ($2,100), Notion ($890), Linear ($620).
“Which vendors did we onboard via Stripe in March?”
→ 2 new: Pleo (Mar 12, expense cards), Hex (Mar 24, analytics). Both on monthly billing.
Step 5
Tips & troubleshooting
Local-first matters most for finance.
Bank + contract data is the most sensitive thing in your company. Magnis runs on your machine. Nothing leaves unless you ship it. Cloud bookkeeping tools force the opposite trade-off.
Connector clicks = signal.
Stripe / Revolut / DocuSign chips above are tracked. The more clicks on Revolut, the higher its priority on the roadmap. Vote with attention, not surveys.
Provenance is the trust gate (again).
Every dollar figure in Magnis's answer links to an actual transaction. Click through before quoting it on a board call.
Stop logging into 4 dashboards.
Magnis brings your finance stack into one query surface — locally, with provenance, on your graph.