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Customer story: Fincome’s API integration at Soeman

Customer story: Fincome’s API integration at Soeman

Vincent Gouedard
@VincentGouedard
About the company
Soeman
Industry
CRM and Data Management
Company size
11-50 employees
Headquarters
Clermont-Ferrand, France
Founded
2013
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At Soeman, the technical team chose to integrate Fincome via the API to simplify financial data management and provide leadership with a reliable, real-time view of key KPIs: ARR, MRR, churn, and retention.

Why the API?

Samuel Burey, Technical Lead, explains:

"We chose the API because it’s simpler, automated, and real time. It eliminates manual CSV imports and allows our solution to automatically transmit the information."

The API made it possible to avoid heavy in-house development for calculating and displaying advanced subscription metrics.

Initial Goals

Management’s objective was clear: quickly obtain reliable tracking of subscriptions, recurring growth (ARR, MRR), and churn.
Fincome met this need by delivering advanced calculations and automatic data refresh.

Implementation

The API integration was smooth thanks to comprehensive documentation.

"The API is simple and straightforward—developers won’t have any issues."

The only clarifications needed concerned subscription and invoice management. Samuel adds:

"We mainly needed to know which data fields were mandatory for calculations to work properly. Fincome’s support team was highly responsive, which helped us move fast."

After an initial testing phase with Excel files to validate data reliability, the team switched to real-time data feeds via the API.

Concrete Benefits

Today, API integration enables:

  • Full automation of financial data transfer
  • Real-time updates of key KPIs
  • Significant time savings (no more manual file handling)
  • Better visibility for leadership on strategic indicators (recurring revenue, subscriptions, churn)
"For management, it’s essential to have an automated tool that calculates these metrics reliably, without adding workload for our teams."

Fincome’s Support

Support played a key role in securing and accelerating the integration:

"Whenever we had a question, we got almost immediate answers via chat or email. That allowed us to move much faster."

Advice for Future Clients

"Don’t hesitate to reach out to Fincome. The team is very available and responsive, which makes implementation much easier."

👉 By choosing Fincome’s API, Soeman gained simplicity, reliability, and responsiveness—a concrete example of how to automate data collection and manage SaaS performance in real time.

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Get started with Fincome: request a demo and take control of your revenue growth.

Frequently Asked Questions

What is Fincome?

Fincome is a SaaS revenue management platform designed specifically for companies with recurring revenue models (any business selling subscriptions).  

Fincome automates the tracking and management of your revenues and associated KPIs (churn, LTV, CAC, etc.) in real time, without the need for a data team or manual processing, thanks to direct integrations with your billing systems and ERP.  

Unlike generic BI tools, Fincome offers a turnkey, intuitive solution tailored to the specific needs of subscription-based businesses, enabling seamless collaboration across your finance, GTM, and CSM teams.

Who is Fincome for?

Fincome is built exclusively for companies with recurring revenue models, meaning those that track MRR or ARR, such as:
• Software publishers (SaaS)
• Media companies
• Mobile apps
• Any other B2B or B2C subscription business looking to professionalize revenue management

Fincome supports organizations at every stage of growth, from startups to mid-market and large international enterprises.

What can Fincome analyze?

With Fincome, you gain access to a full suite of modules:
Revenue: detailed ARR/MRR breakdown, cohort analysis, detection of billing errors or omissions, revenue recognition and deferred revenue (PCA)
Growth: analysis of ARR movements (new business, expansion, churn, reactivation), identification of growth drivers
Unit Economics: LTV, CAC, and LTV/CAC analysis by segment, channel, or geography to optimize margins
Retention: deep cohort analyses, identification of key retention drivers
Renewals: future MRR projections, opportunity forecasting, and churn risk reduction
Forecasting: revenue growth scenario modeling to better inform strategic decisions

How is Fincome different from other solutions on the market?

Fincome is the only turnkey platform built specifically for recurring revenue businesses that combines:
✅ A complete, reliable view of your recurring revenues (MRR, ARR, churn, LTV, CAC, cohorts, renewals, revenue recognition, deferred revenue)
✅ Fully customizable, automated, shareable reports powered by AI, delivering actionable insights to guide your strategic decisions
✅ Expert support to help structure and interpret your analyses, without needing to build an internal data team
✅ The ability to generate future growth scenarios, compare them side by side, and track actual vs. forecasted performance, all in real time

Unlike traditional BI tools, which require you to build and maintain your own metrics (often consuming internal resources just to produce static data visualizations), Fincome transforms your SaaS metrics into concrete, actionable recommendations — helping you move faster, with more impact and operational efficiency.

Can I use Fincome if my billing tool isn’t listed?

Yes! If you use an unlisted or in-house billing system, no problem — you can easily import your billing data via Excel or push it through our public API. You can access our public API documentation here.

What tangible benefits does Fincome provide?

With Fincome, you can:
✅ Reduce up to 90% of the time spent calculating and reporting your KPIs
✅ Make faster, more accurate strategic decisions
✅ Recover up to 5% of lost revenue by detecting errors or omissions
✅ Cut the risk of manual spreadsheet errors by 80%  

Are my data safe with Fincome?

Absolutely. Data security is at the heart of what we do. Fincome is SOC 2 Type I certified, ensuring a high level of data security and protection.

Your data is collected exclusively via read-only APIs and hosted on secure servers located in France. We never share your data with third parties without your consent.

For a detailed review of our security practices, please visit our dedicated security page.

What kind of support does Fincome offer?

At Fincome, customer success is a core priority. We guide you from the very start — structuring your data, training your teams, and optimizing your use of the platform to deliver value quickly.

Our team remains by your side to answer strategic or technical questions, share best practices, and help you get the most out of your analyses.

How do I get started with Fincome?

Simply request a demo on our website. We’ll walk you through the platform, assess your needs, and guide you through a smooth deployment.

Most deployments and team trainings take no more than two weeks to get fully up and running.
👉 Request a demo

Income Analytics:

How can I better manage my finances?

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How can I better manage my finances?

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Budget Management:

How can I better manage my finances?

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How can I better manage my finances?

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How can I better manage my finances?

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Wealth Management:

How can I better manage my finances?

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How can I better manage my finances?

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How can I better manage my finances?

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Discover Fincome !

Get started with Fincome: request a demo and take control of your revenue growth
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