• 📹Fincome Academy

  Platform tourFew readers

• Release note #8: new metrics available

  New metrics available We are delighted to share with you the new features that are now accessible from your Fincome account. These new features will allow you to go further into the depth of your analyses, with greater granularity. The platform's performance has also been improved to guarantee you the smoothest possible user experience. (https://fincome.gitbook.io/help-center/~gitbook/image?url=https%3A%2F%2Fci3.googleusercontent.com%2Fmeips%2FADKqNaGJNv3p2PBmYhOPxQlwcEA4-QZPww4AmCgAkZGFew readers

• Chargebee integration mapping

  Connecting to Chargebee Follow this guide to establish the connection with the Chargebee API. Synchronized data Entity Synchronized key fields Customers id, name, email, country, postalcode Products id, name Prices (Prices) id, name, duration, period, type, amount, currency, itemtype Subscriptions id, customerid, status, trialdates, subscriptionstart, cancellation, commitmentend Invoices id, status,Few readers

• Release note #1

  Release note 1 - July 26, 2023 Your Fincome dashboard evolves with new features! Enrich your data with Excel dynamic content You can now import data enrichment files. For each entity (customer, invoice, ...), you can complete your billing data more easily. This data will allow you to filter/segment your KPIs more precisely. (https://storage.crisp.chat/users/helpdFew readers

• Release note #5

  Your Fincome dashboard is evolving with new features. dynamic content New CAC calculation module You can now calculate your CAC very precisely by entering your acquisition costs on your Fincome dashboard. Go to "Data" "Acquisition costs" and enter the salaries of your sales and marketing teams and other related expenses. (https://storage.crisp.chat/users/helpdeskFew readers

• Create reports

  Few readers

• Segment your analyses

  Create segments Manage your segmentsFew readers

• Hyperline integration mapping

  Connecting to Hyperline Follow this guide to establish the connection with the Hyperline API. Synchronized data Hyperline entity Synchronized key fields Customers (Customers) id, name, email, country, postalcode Products (Products) id, name, customproperties ⚠️ The plan in Hyperline (configuration of multiple products at specific prices) is not reproduced in Fincome. A plan in Fincome represents a single prodFew readers

• Release note #7

  Hello, Your Fincome dashboard is evolving with new features: Comparison of your metrics against the previous period Deeper revenue segmentation New filter by customers' current MRR Improved calculation and response times, handling of large exports Compare your revenue and metrics for the current period against the previous period You can now overlay and compare the previous period with the current period on the various charts of your dashboard to better analyze the intra-annual seasonFew readers

• Manage objects

  Client merge Change its period datesFew readers

• 📕Glossary

  *Concept available on Fincome A Active* Status of a subscription that generated billing €0 in the last period. An active customer has at least one active subscription and no overdue subscriptions. Annual Contract Value (ACV)* The annualized version of ARPA. ACV is calculated using the following formula: ACV = ARPA x 12 ARPA (average basket)* The average basket, also called Average Revenue Per User (ARPU) or AveraFew readers

• 📋Cheat Sheets

  197KB Fincome - The SaaS Metrics Cheat Sheet - FR.pdf PDF Open (https://2718071428-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJSBEJtmGPHCBhpT5qjeL%2Fuploads%2FLO5bjsLzEQykIeGuCglE%2FFincome%20-%20The%20SaaS%2Few readers

• Release note #9

  Hello, We hope you enjoyed your summer break, or are still enjoying it. We're delighted to inform you about the latest features deployed on your Fincome dashboard, with several major platform updates! Impact of foreign currencies (FX) If you invoice customers in a currency different from the one chosen for your dashboard, the impact of exchange rate fluctuations is now isolated from other types of MRO movements. You can find this new feature on the “Revenues” “MRO movements” page. (httFew readers

• 🔐Security and data protection

  Fincome's commitment to data security SOC 2 Type I Certification : Fincome is SOC 2 Type I certified, attesting to the application of the strictest international standards to ensure the protection, availability and confidentiality of information through rigorous controls and proven processes GDPR compliance : Fincome complies with the General Data Protection Regulation (GDPR), ensuring the confidentiality, integrity and traceability of personal information Data collection andFew readers

• 🗒️Release notes

  Release note 1Release note 2Release note 3Release note 4Release note 5Release note 6 Release note 7 (/help-center/en/resources/release-notes/releFew readers

• Sellsy integration mapping

  Connection to Sellsy Follow this guide to establish the connection to the Sellsy API. Synchronized data Entity Synchronized key fields Customers id, name, email Products id, nameorreference Prices id, amountexcltax, currency Invoices id, linkedclient, issuedate, status, number, quantity, amountexcltax, discounts, VAT, period, currency, description Credit Notes (Credit Notes) same structure as invoiceFew readers

• 👩‍💻Integration mapping and API

  Hyperline integration mappingStripe integration mappingChargebee integration mappingSellsy integration mapping Netsuite integration mapping (/help-center/en/rFew readers

• Release note #6

  Release note 6 Your Fincome dashboard evolves with new features dynamic content The Fincome API is here! You can now prepare an integration with Fincome. The API key is created in the "Settings" section, in a new "Developers" tab. All technical information is available in our technical documentation: https://docs.fincome.co/ Other features to enhance your dashboardFew readers

• Understanding MRR anomalies

  Few readers

• Connect your billing system

  ExcelChargebeePennylaneHyperlineStripeFew readers

• Release note #11

  To complete our beautiful 2025 roadmap presented at the start of the year, we are delighted to summarize the latest platform developments that you can already leverage to accelerate your growth! 🚀 📈 V1 of MRR - Future ARR Accurately project the expected evolution of your recurring revenue. This new view allows you to analyze your future revenues by taking into account new business won but not yet invoiced and the expected renewal/cancellation of your ongoing contracts Based on these analysFew readers

• Release note #10

  Hello, We hope you were able to enjoy a summer break. For this new season, we are pleased to inform you of the latest features made available on your Fincome dashboard! Launch of the Fincome Academy We have created a Fincome academy to make usage easier for you and to allow you to go further in your use of the most advanced features. This academy complements the Fincome Help Center with tutorial videos, business cases and many other resources to help you get the full potential out of Fincome.Few readers

• Release note #4

  Your Fincome dashboard is evolving with new features. dynamic content Committed MRR (CMRR) The committed MRR (CMRR) view is now available on your Fincome dashboard. This new metric is based on data from your CRM. This feature is currently reserved for HubSpot users, but new connections to other CRMs are planned soon. (https://storage.crisp.chat/users/helpdesk/websitFew readers

• Stripe integration mapping

  Connect to Stripe Follow this guide to establish the connection with the Stripe API. Synchronized data Stripe entity Synchronized key fields Customers id, name, email, address.country, address.postalcode Products id, name Prices id, plan name, recurring.interval, recurring.intervalcount, amount, currency Subscriptions id, customerid, status, trialstart, trialend, canceledat, startdate, monthlyvalue InFew readers

• Release note #3

  Your Fincome dashboard evolves with new features! Merge subscriptions dynamic content A change of subscription for a customer on your billing system can lead to parasitic movements on your MRR (caused by a “superposition” or “disjunction” of subscriptions). This new module allows you to merge subscriptions on your Fincome account, thus avoiding these parasitic movemenFew readers

• Analytics tool for CSMs

  Analyze his client portfolio Analyze his upsellFew readers

• 🎥Live

  Live: new features - the V1 of future MRR and CMRR https://mltngs.pt/s/XnPuWTgnJ17WC5tTu9nnJ1GQrRBKED4VuhiKBrdfGnDyuWseN96bo94ylKwZHLmltngs.ptFew readers

• Netsuite integration mapping

  Connection to NetSuite Follow these steps to connect Fincome to NetSuite: Make sure your NetSuite account is enabled for REST Web Services and has the appropriate role/permissions. Obtain the following credentials from your NetSuite account or your integration record: Account ID (replace with - in the URLs) Client ID Note: The connector currently implements a Machine-to-Machine flow (clientcredentials / JWT). Interactive OAuth flows are present in the code but not yetFew readers

• Release note #2

  Your Fincome dashboard evolves with new features! Forecast top-line module (beta) dynamic content This new module allows you to project your MRR based on your acquisition and retention assumptions, broken down by the analytical axis of your choice. Create different scenarios and compare your projection with your actual MRR! Other features are under development and wilFew readers

• Fincome API

  Fincome API Fincome technical documentationdocs.fincome.coFew readers

• Structure your figures

  MRR-ARR Movements Deep dive Compare one-off vs subscriptionFew readers

• Pennylane integration mapping

  Connecting to Pennylane Follow this guide to establish the connection to the Pennylane API. Synchronized data Entity Key fields synchronized Customers id, name, email, country, postalcode, clientreference Products (Products) id, name Prices (Prices) id, amountexcludingtax, currency (linkedtoproduct) Subscriptions (Subscriptions) id, linkedcustomer, status, start and end dates, monthlyamount InvoiceFew readers