Connect your Accounting Provider
Once your Flightpath account has been created and you've been invited, the main page will show this:
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!
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.
Upload a CSV
Use this template to fill in your actuals. This will work for both CoA & Rev Model imports.
You'll need column headers for the following:
Account Number
Account numbers can seem somewhat arbitrary, but there is some meaning in their structure:A blank field indicates the total row of a built-in account, so its name and type should be left alone, but the dates and values should be adjusted.
Otherwise, the number can be used to determine the hierarchy/nesting of custom accounts.
Example:
10000-> 11000
-> 11100
-> 11200
-> 12000
-> 13000
20000
Account Name
Ensure the names of any accounts without an account number are left alone. These correspond to built-in accounts.Account Type
This is a fixed set of types that Flightpath will accept.Dates
Date Format: MMM-YY (example: Jan-23)