Which Customers Owe Us Money? Pipedrive + Xero in Claude

Which of your best customers still owe you money? Who you've won lives in Pipedrive, who's actually paid lives in Xero, and normally getting the two side by side is an export from each and an afternoon in a spreadsheet. Here I just ask Claude, with Tugger connecting it to both. Six questions, typed in plain English: 1. Who are my top six customers by won deal value? (Pipedrive) 2. How much do those six still owe us? (Xero) 3. Match the won deals to their Xero invoices, customer by customer 4. Show me that visually 5. Which customer do we win the most with on average deal size, rather than total? 6. A dark-theme dashboard covering all of it, ready for the board The two systems don't share a reference number, so Claude matched on customer and amount, and told me that's what it had done. For the record, this is Tugger's demo data, which is why not a single invoice has been paid (£2.72m won, £0 collected). On your own data, the gap between won and paid is the bit worth looking at, because that's your chase list. The average deal size question is my favourite: Innotype is the biggest customer by total, but drops to sixth on average deal size, and Youopia comes out on top. What you need: • Claude Pro, Max, Team or Enterprise (not the free plan) • A Tugger account with Pipedrive and Xero connected. AI Insights is included on every Tugger plan. • Your Tugger admin to give you MCP access (User Permissions tab) • Tugger syncs daily at 8am UK time, so you're asking about data as of this morning Setting up Claude with Tugger takes about two minutes: https://youtu.be/xAGAGTzH2pY Chapters 0:00 Top six customers by won deal value (Pipedrive) 1:19 How much do they still owe? (Xero) 1:45 Matching won deals to invoices 2:15 Charting it 2:29 Biggest customer by average deal size 2:52 Building the board dashboard Anyway, if you want to see it on your own data, book a time with me: https://meetings.hubspot.com/duncan-boyne https://tuggerapp.com #Claude #Xero #Pipedrive