Connect a source

Connecting a source

1. 1
   Open Connections

   Go to Connections in the sidebar. Sources are grouped into identity providers and expense systems, each with what it detects.

2. 2
   Pick a source and authorise it

   Click Connect on the source you use. You approve a read-only connection in that provider. Veillo never requests write access.

3. 3
   Let the first sync run

   Veillo pulls the sign-in or transaction metadata and matches it against known AI vendors. The card then shows the last sync time and how many tools are pending review.

4. 4
   Review what it found

   Click Review to go to the discovery queue and decide what to add to your register. See review discovered tools.

Which sources you can connect

• Google Workspace: tools your team signed into with Google, and third-party apps they granted access.
• Microsoft Entra ID: apps in your tenant, plus consented third-party AI services.
• Okta: assigned apps, plus shadow-IT tools seen in sign-in events.
• Pleo and Spendesk: AI subscriptions paid on company cards, including individual employee signups before IT hears about them.

Disconnecting

On any connected source, click Disconnect. That revokes Veillo's access and stops future syncs. Tools you already imported stay in your register; they are yours now, not tied to the connection. Connecting is limited to Owners and Admins, and to the Business plan and up. On Starter, the card shows Upgrade to connect. See plans, billing, and upgrading.