Overview
Create a SaaSFlow account, set up your first company, and connect a data source.
SaaSFlow is a finance platform for SaaS companies. Connect Stripe, HubSpot, your bank, and other sources, and SaaSFlow consolidates them into MRR analytics, P&L, cash flow, and forecasting.
This guide takes about 10 minutes.
Create an account
Sign up at app.saasflow.com/register. Confirm your email and you'll land on a fresh company.
Pick a base currency
Every company has a base currency. All numbers in reports — MRR, P&L, balances — are converted to this currency at the corresponding day's exchange rate. Set it in Settings → Company settings.
The base currency can be changed later, but historical values are re-converted on the fly. Pick the currency you actually report in.
Connect an integration
Go to Settings → Integrations and click Add integration. The most common starting points are:
Stripe and HubSpot connect with one click — you authorize SaaSFlow on their consent screen and the initial sync runs in the background.
Look at your first reports
While the import runs, explore the reports:
- Subscriptions — MRR, new/expansion/contraction/churn.
- Cash flow report — inflows and outflows over time.
- Profit & loss — revenue minus categorized expenses.
Invite your team
Open Settings → Users to add team members. Each user gets a role — Owner, Editor, or Viewer — and inherits the matching permissions.
What's next
- Concepts — the data model behind every report.
- Connect another integration — Stripe, HubSpot, Slack, or DATEV Lohnjournal.
- Reports overview — what each of the eight reports tells you.