

Importing Your Metrics
On the onboarding screen, click Import My Metrics.
If Stripe is already connected, it appears in the list.
You can also connect QuickBooks to bring in your accounting data.

Why It Matters
Connecting your billing and accounting platforms gives you a complete view of your growth metrics. Investors can access accurate data automatically without manual updates.

The Import My Metrics step in onboarding is the quickest way to sync your financial data and prepare your account for investor tracking. Connecting Stripe or QuickBooks early ensures real-time visibility into your business performance.
Need help?
Contact our support team and get the help you need.

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