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.
Integration links
Customers and vendors linked to an integration show its mark in the list, next to the domains. Hover the mark to see the linked ids; click it to open the record in the integration where one has a page (Stripe, HubSpot). Digistore24 and Finway show the id only. The detail page names every linked integration under the title.
Both lists carry a Linked to filter. It offers only the integrations at least one row is linked to, plus Linked to any integration and Not linked.
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.
Customer names
Customer names follow the connected integration when exactly one external customer is linked. Rename a customer in SaaSFlow to keep your own name through future syncs. Customers you create or merge in SaaSFlow keep the name you choose. Customers linked to multiple external records also keep their SaaSFlow name.