Connect and enrich your billing data via the Fincome API
Enrich your billing data via API
The Fincome API is not only used to import your invoices and subscriptions: it also lets you enrich your existing data with custom fields. These additional attributes help you contextualize your analyses, segment your KPIs more finely, and bring Fincome closer to your internal business logic. This approach is particularly useful if: you want to sync information from an internal tool (e.g. segment, CSM, region, contract type); or if you are looking to **automate the creation and updaFew readersLoad your billing data via API
The Fincome API lets you import and manage your Fincome account's data. It is accessible from the interface (Settings > API Developer menu), where you can create a secret key for authentication. By sending your data in JSON format via our dedicated endpoints, you can use all of Fincome's analyses (MRR, ARR, churn, revenue recognition...) as if your data came from a native integration. This method is particularly useful if: you manage your invoices in an unconnected internal ERP, you wantFew readers
Connect a billing system
Connect my Stripe account
Prerequisites Before starting, make sure that: You are an administrator of your Stripe account. Your Stripe API key (public key and secret key) is at hand. Your Fincome environment allows OAuth redirects or the manual entry of API keys (HTTPS required). Overview of the integration The Stripe ↔ Fincome integration automatically synchronizes the following entities from Stripe into Fincome: Customers Products & Prices Subscriptions Invoices & Invoice line items (Invoices & InFew readersConnect my Hyperline account
Prerequisites Before starting, make sure that: You are an administrator of your Hyperline account. You are logged in to the Hyperline platform (active session). Your environment allows OAuth redirects (HTTPS required). Overview of the integration The Hyperline integration enables automatic synchronization of the following items into Fincome: Customers Products and plans Subscriptions Invoices and credit notes This data is then transformed to feed strategic indicators sFew readersPrepare my file
Importing your billing data into Fincome starts with an essential step: correctly structuring your import file. This Excel (.xlsx) or Google Sheet file lets you integrate your customers, subscriptions, invoices, invoice lines, and credit notes according to the Fincome model. Good preparation guarantees the reliability of your indicators (MRR, ARR, churn, revenue recognition…) and avoids any error at import. Find the templates in Fincome > Settings > Connect a new billing system: Excel: yoFew readersConnect my Sellsy account
Prerequisites Before starting, make sure that: You are an administrator of your Sellsy account You have active API access (or an OAuth connection if enabled) You are logged in to your Fincome account You have access to the Customers, Products, Invoices, Credit notes modules in Sellsy Overview of the integration The Sellsy integration automatically synchronizes the following entities: Customers (companies) Products & Prices Invoices Credit notes Fincome transforms thisFew readersConnect my Chargebee account
Do you use Chargebee for your billing? You can connect it to Fincome in a few clicks. Prerequisites Before starting, make sure that: You are an administrator of the Chargebee account You have an OAuth connection enabled (via the Chargebee App Store or the API settings) Your Fincome account is active You have enabled access to the entities: Customers, Products, Prices, Subscriptions, Invoices, and Credit notes Guide The proFew readersConnect my Pennylane account
Prerequisites Before starting, make sure that: You are an administrator of the Pennylane account Your API access is enabled (via an OAuth connection or access token) You have an active Fincome account You have access to the Customers, Products, Invoices, Credit notes, Subscriptions modules Adding a Pennylane source to your Fincome dashboard Not necessary if you already had the v1 API connected. In that case, simply replace the key with a new one on the already existing connectionFew readersImport my file
Once your billing file is correctly structured, you can import it into Fincome to automatically feed your key indicators: MRR, ARR, churn, revenue recognition, etc. 1. Available import methods Option A — Excel file (.xlsx) Download the Excel template from Fincome: Settings → Connect a billing system → Import an .xlsx file Fill in the file with your billing data according to the rules seen in Prepare your import file.Few readers
Enrich your data with CRMs
Enrich your data with HubSpot
Connect HubSpot to Fincome in a few clicks and unlock the full potential of your customer data. By enriching your Fincome dimensions with HubSpot properties, you get more detailed information, better segmentation, and more powerful analyses, all from a single, unified CRM source. You thus improve your decision-making thanks to data that is automatically enriched and kept up to date, for a finer, more actionable reading of your customer base. Prerequisites Before starting, make sure the follFew readersEnrich your data with Salesforce
Connect Salesforce to Fincome in a few clicks and unlock the full potential of your customer data. By enriching your Fincome dimensions with Salesforce properties, you get more detailed information, better segmentation, and more powerful analyses, all from a single, unified CRM source. You thus improve your decision-making thanks to data that is automatically enriched and kept up to date, for a finer, more actionable reading of your customer base. Prerequisites Before starting, make sure thFew readers