Here is a list of metrics we are able to pull from an accounting integration:
Revenue
COGS
Gross Profit
OpEx
EBITDA
Net Operating Profit
Net Income
Cash in Bank
Assets
Liabilities
Equity
Net Burn
Data from the accounting integration will be pulled for the prior month on the 10th of each month. For example, data for January would be added for the first time on February 10th. If you have connections on the platform with an Access Level set to "Shared", data for the prior month will begin sharing with them on the 15th of each month.
After the initial pull, accounting data is updated daily based on the latest figures in your accounting software.
Steps to connect your accounting software:
Log in here.
Navigate to the Settings page by clicking Settings on the navigation bar, or by clicking Manage on the right hand side of the banking metrics panel on the Overview page.
Navigate to Integrations on the top menu bar.
Select Add Account and select your accounting system. Standard Metrics integrates with Quickbooks, Sage, and Xero.
You will then be redirected to a login page for your accounting system. Login with your credentials. Standard Metrics will have limited, read-only access.
Allow 1-2 days for the link to be established.
Need further assistance? Feel free to reach out to support@standardmetrics.io