Overview

The data model behind SaaSFlow — companies, team, and the common objects every report and integration is built on.

A SaaSFlow account is organized around companies. Inside each company you have:

Team & permissions — who can do what.
Common objects — accounts, transactions, customers and vendors, subscriptions, products, categories, and planned transactions.

These pages explain the model so you know what every report, integration, and API endpoint is talking about.

Overview

Create a SaaSFlow account, set up your first company, and connect a data source.

Companies

A company is the top-level container in SaaSFlow — the unit you connect integrations to and that your team shares.