Step 1 - Connect Your Accounting
Once your Flightpath account has been created and you've been invited, the main page will show:
There are three quick steps:
Choose forecast start, typically the month after you last closed your books.
Connect Xero, Quickbooks, or upload a CSV
Create a baseline forecast - this is just a starting place - it can be edited or changed anytime!
Step 2 - Connect Your Baremetrics Account
If you have an existing Baremetrics account, you can connect it to Flightpath. ✈ This will automatically populate your Revenue Model.
At the bottom left-hand corner, there is a gear that will take you to your Flightpath account settings:
Once within the settings, you'll navigate to the "Integrations" tab:
Select "Connect New Company (advanced), and then "Get Started".
A window will be displayed to confirm authorization to Baremetrics. Select "Authorize". This can be disconnected anytime within Baremetrics here.