Connect my Stripe account

Welcome to the Stripe integration guide with Fincome. This document guides you step by step to connect your Stripe billing data to Fincome.

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 manual entry of API keys (HTTPS required).

Introduction to the integration

The Stripe ↔ Fincome integration automatically syncs the following entities from Stripe into Fincome:

• Customers

• Products & Prices

• Subscriptions

• Invoices & Invoice Line Items

• Credit Notes (CreditNotes & CreditNoteLineItems)

• Billing events (webhooks invoice.updated, etc.)

This data is transformed in Fincome to produce key indicators such as the MRR and its variations (new, expansions, contractions, churn), the customer churn and financial, the subscription cohorts, thediscount analysis (temporary and permanent), the revenue recognition monthly and the multi-currency breakdown (automatic conversion).

Integration steps

1. Connect to Stripe from Fincome

2. 1. Log in to your Fincome account.

   2. Go to Settings

   3. In the Data tab, click Connect a new billing system.

   4. Select Stripe.

   
3. 1. Click to confirm

   2. Once the connection is established, the initial synchronization starts automatically.

Verify the integration

• In Fincome, Sources tab: status of the last synchronization.

• Check that the Customers, Subscriptions, Invoices lists are populated and up to date.