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 the administrator of your Stripe account.

• Your Stripe API key (Publishable key and Secret key) is on hand.

• Your Fincome environment allows OAuth redirects or manual entry of API keys (HTTPS required).

Overview of 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 / Credit Memos (CreditNotes & CreditNoteLineItems)

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

These data are transformed in Fincome to produce key metrics such as MRR and its variations (new, expansions, contractions, churn), customer churn and financial churn, the subscription cohorts, theanalysis of discounts (temporary and permanent), monthly revenue recognition and 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 confirm

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

Verify the integration

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

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