Frequently Asked Questions

DDAI is an AI-powered chatbot platform that lets small and medium-sized businesses "talk" to their HubSpot CRM and QuickBooks Online data using natural language. After securely connecting your data sources, DDAI extracts and harmonizes your data using our proprietary processes, then enables you to query it conversationally for real-time insights, trends, and forecasts—with no technical expertise required on your end.

While those tools work well within their individual platforms, DDAI is uniquely designed to unify data from both HubSpot and QuickBooks into a single, conversational interface. This lets you ask cross-functional questions—like correlating marketing sources with revenue outcomes—that native tools simply can't answer.

You can ask powerful, strategic questions that blend sales, marketing, and financial data. For example: "Which lead source generated the highest revenue this quarter?" or "Are there any customers who have active deals but overdue invoices?" DDAI helps you connect the dots across your business.

DDAI supports hundreds of business questions out of the gate—ranging from basic sales metrics to advanced revenue and cash flow trends. Examples include: "What were our sales last month by region?" or "Which contacts in HubSpot have unpaid invoices in QuickBooks?" The app also includes a curated list of suggested queries so you can explore the platform's capabilities right away, without having to think what to ask.

Yes. You can download results as CSV files directly from the interface. We're also rolling out the ability to export polished PDF reports and schedule recurring email digests—so you can share up-to-date insights with your team or clients automatically, on a weekly or monthly basis.

Security is a top priority. Your data is encrypted in transit and at rest using industry best practices. We use trusted infrastructure providers including Snowflake, Fivetran, and dbt. OAuth authentication ensures that you retain full control over data access, and we never use your data for training purposes.

You'll securely log in using LinkedIn, Google, or Microsoft credentials, then authorize DDAI to access your data via OAuth. This one-time setup takes just a few minutes and doesn't require any technical configuration.

Every DDAI user—trial or paid—gets access to responsive, real-human support. You can create a support ticket directly within the app to resolve issues or ask questions, and we'll respond promptly. If you need more hands-on help, you can also book a live call with a DDAI team member at any time.

Most customers are fully operational within one business day. With guided setup, OAuth integrations, and our automated data pipeline, we eliminate friction and deliver value fast—often within hours.

We refresh your data every 24 hours to ensure you're working with near real-time insights. This daily sync strikes the right balance between up-to-date accuracy and performance—ideal for most SMB use cases.

If you disconnect a data source, DDAI will stop syncing new data but retain historical insights until you reconnect. If you cancel your subscription, your data access is disabled, and we permanently delete your synced data within 30 days unless otherwise requested.

DDAI is ideal for mid-sized businesses that use both HubSpot and QuickBooks—and have enough operational complexity to need real analytics, but are too lean to staff in-house data teams or pay for standard enterprise BI tools. Our best customers are data-curious, outcome-driven leaders who embrace SaaS tools early, value automation, and want fast, intuitive answers without spinning up dashboards or wrangling spreadsheets. They're looking to unify fragmented reporting, accelerate decision-making, and unlock insights that drive growth—with a tool that "just works." If that sounds like your team, DDAI is built for you.

Yes, you can use DDAI with just one system—either HubSpot CRM or QuickBooks Online. You'll still gain powerful insights from your CRM or financial data independently. However, combining both sources unlocks the full potential of DDAI, enabling richer, cross-functional analysis that most platforms can't provide.

Yes—DDAI's roadmap includes expanding well beyond HubSpot and QuickBooks. At our core, we're building a platform that unifies data from disconnected SaaS systems, so midsize businesses can make smarter, faster decisions without needing a full data team. Our roadmap include Stripe, NetSuite, Google Ads, Zendesk, Mailchimp and Shopify—just to name a few. These additions will allow you to connect marketing, finance, support and e-commerce data into a single conversational interface for truly holistic business insights.

Yes. In addition to historical and real-time insights, DDAI can surface basic forecasting—such as projected revenue, trends over time, or risk of churn—based on your integrated data. As we evolve, we'll continue expanding predictive capabilities like anomaly detection and proactive alerts.

Not at all. DDAI is designed for everyday business users—CEOs, sales leaders, finance managers, and operations teams. If you can ask a question in plain English, DDAI can answer it with context-rich insights and visualizations.

Our $49 basic setup includes comprehensive mapping of all standard tables and fields from HubSpot (45 tables, 890 fields) and QuickBooks (64 tables, 1,159 fields) to our common data model. Advanced setup—ranging from $399 to $999—covers any custom properties or workflows unique to your business that you would like to query.

Absolutely. Each DDAI account includes user-based access. Our standard plans cover 1–2 users, with additional team members available at $89/month per seat (annual billing).

Our annual plans start at $169/month for one data source or $299/month for both HubSpot and QuickBooks (includes 2 users). Additional users are $89/month (annual billing). Customers typically see ROI through time savings, faster decision-making, and insights that drive revenue or cost efficiency.

Yes. Every new customer receives a 14-day free trial upon sign-up. You'll get full access to DDAI's features so you can explore real-time insights, test queries, and experience the value firsthand. We also offer live product demos if you'd prefer a guided walkthrough before getting started.

Yes. DDAI is built with privacy and security at its core. We follow industry best practices around data encryption, access control, and user consent. Our platform is designed to support GDPR and CCPA compliance by giving users transparency, control, and secure handling of their data.

DDAI is built on Snowflake's Cortex Analyst and Arctic LLM—two enterprise-grade technologies that prioritize precision and trustworthiness in AI outputs. Cortex Analyst provides a structured, secure framework for executing analytics with full data lineage and governance, while Arctic is a state-of-the-art open-weight LLM fine-tuned for business intelligence tasks.