Link a bank, ledger, payroll, or payments provider so your metrics update on their own.
A connection is a read-only link between a provider you already use and Vein.
Once it exists, Vein pulls balances, transactions, and payroll on a schedule and
turns them into the metrics on your dashboard. Nothing is uploaded by hand, and
the same numbers flow through to any report or data room you share.
Vein also derives a Calculated group (burn rate, runway, ARR, and net
margin) from whatever you have connected. Those appear on their own card with
the formula and the inputs that produced them, so a number on a board deck can
always be traced back to its source.
The Connections page has two halves. The left shows the data you have
already connected; the right lists every provider Vein supports, each with
its own Connect button.
Press Connect on the provider you want. Here, QuickBooks.
Start with Plaid. Bank data backs more of your dashboard metrics than any
other single source, including the calculated ones.
2
Authorize with the provider
Connect hands you off to the provider’s own login: Plaid Link for banks, an
OAuth screen for QuickBooks, Stripe, and Gusto. You sign in with the
provider rather than with Vein, and Vein never sees those credentials.
Finish the provider window rather than closing it. Closing early leaves
the connection half-created, and you will need to run Connect again.
3
Check the first sync
Vein runs a sync as soon as you return, and the provider appears on the left
as a card. Expand it to see the accounts that came across and every metric
derived from them. Confirm the balances match what you see in your bank
before anything reaches an investor.
The connected provider now carries its own Sync and Disconnect controls. Sync pulls fresh data on demand.
4
Leave it alone
Later syncs happen on a schedule. The card’s controls let you force one when
you need current numbers ahead of a board meeting, but day to day there is
nothing to maintain.
Providers overlap. Stripe knows your revenue because it processes the payments;
QuickBooks knows your revenue because you book it in the ledger. Both are
legitimate, and they rarely agree to the cent, since timing, refunds, and fees all
move the number.When a sync produces two values for one metric, Vein does not silently pick one.
It flags the conflict and asks you, because which source is right is a judgment
about your business rather than something the system can infer.
1
Read both values
The conflict prompt appears right after the sync that caused it and lists
each source alongside the value it reported. If the two are wildly apart,
that is worth investigating before you choose; it usually means one
provider is missing a period rather than that either is wrong.
2
Pick the source you trust
Your choice is saved per metric, not per provider. Revenue can come from
QuickBooks while cash balance comes from Plaid; you are never forced to rank
whole providers against each other.
3
Change it later if you need to
Expand the provider card on the Connections page and you can turn any
individual metric on or off for that source. That is the same switch the
conflict prompt sets, so there is nothing special about resolving it in the
moment.
If the two values are close but never identical, that is normal and not a bug.
Pick the source your board already reviews and stay consistent, so quarter over
quarter comparisons mean something.
Nothing dramatic happens to the source that loses. It stays connected and keeps
supplying every other metric it reports; only the contested one is overridden.
Disabling Stripe revenue does not disable Stripe. Reports generated after the
change use the new source, while reports you have already sent keep the numbers
they were sent with, so an investor’s copy never changes after the fact.
A connection is read-only. Vein cannot move money, change your ledger, or run
payroll, and disconnecting a provider stops future syncs without deleting the
metrics already derived from it, and reports you have already sent keep the numbers
they were sent with.
