Customers & vendors
Counterparties on transactions are split into customers (revenue) and vendors (expenses).
Every transaction has a counterparty. SaaSFlow splits them into two registries:
- Customers — companies or people who pay you. Drive MRR, cohorts, and revenue reports.
- Vendors — companies or people you pay. Drive expense breakdowns and P&L.
How they're populated
- Stripe imports customers from
Customerobjects on charges and subscriptions. - HubSpot imports customers from CRM contacts and commerce subscriptions.
- Vendors are created automatically from bank-imported transactions when a counterparty isn't recognized as a customer.
A counterparty starts as a free-text string on the transaction. SaaSFlow auto-matches it against existing customers/vendors using name and external IDs. Unmatched ones can be matched or merged manually from the customer or vendor detail page.
Merging
If the same real-world entity appears twice (e.g. "Acme Corp" vs "Acme Corporation"), merge them from the customer or vendor list. Merging rewrites all linked transactions and subscription events to the surviving record.
Default categorization
A vendor can carry a default category. Every new transaction matched to that vendor inherits the category, so recurring expenses (rent, software, payroll) categorize themselves.
Set the default from the vendor's detail view.