CRM & Accounting
Stop exporting data between systems. Cerebral Cloud pairs a tenant-safe lakehouse with built-in CRM and accounting views — so operations, finance, and analytics run on the same source of truth.
CRM built on your lakehouse
Pipeline tracking and customer views pull from curated Gold models, so CRM metrics stay consistent with finance and ops reporting.
- Pipeline summaries and stage visibility
- Customer list and 360° views from curated dimensions
- Lead creation flow that writes to your core datasets
Core accounting visibility
Track financial summaries and trial balance views in the same platform that runs your operational pipelines.
- General ledger and trial balance endpoints for reporting
- Period-based summaries for dashboards and exports
- Reconciliation workflows designed for automation and auditability
Medallion architecture alignment
Operational sources flow into Bronze, get curated in Silver, and become decision-ready in Gold — powering CRM and accounting views.
- Clear lineage from source to dashboard
- Lower cost via curated aggregates and materialized views
- Tenant isolation via dataset naming and access boundaries
Analytics that matches the business
Because CRM and accounting sit on the same lakehouse, teams can build KPIs that don’t drift across tools.
- Unified definitions for revenue, customers, and pipeline
- Cross-functional dashboards without data duplication
- AI assistant-ready schema context for investigation
Operate with confidence
When CRM, accounting, and analytics are powered by the same curated datasets, teams spend less time reconciling spreadsheets and more time improving outcomes.