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For Companies

No. Every connection is read-only. Vein can read balances, transactions, payroll, and ledger data, and it cannot move money, alter your ledger, or run payroll. See Connect a data source.
No. Connecting hands you to the provider’s own login: Plaid Link for banks, an OAuth screen for QuickBooks, Stripe, and Gusto. You authenticate with them, not with us, and we never receive those credentials.
Both, usually. Stripe counts what it processed; QuickBooks counts what you booked, and timing, refunds, and fees move the number. Vein flags the conflict and asks you to pick, per metric rather than per provider. See when two sources disagree.
No, and that is deliberate: an investor’s copy should not change under them. Send a corrected report instead. Reports are frozen at the moment you send them, which is also why later metric changes never rewrite history.
No. A data room links a report you have already sent, so it shows what that report showed. To share newer numbers, send a new report and create a room against it. See Share a data room.
No. Every data room requires one. You can additionally require visitors to identify themselves by email, set an expiry date, and turn off PDF download and printing.
Future syncs stop. Metrics already derived from it stay, and reports you have already sent keep the numbers they were sent with.
Invite them from Team Management in Settings, choosing the role they should have. What each role can and cannot do is set out in Roles and permissions.

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For Investors

A report request produces one document, assembled and reviewed by the company before it is sent. Data access is a standing permission to read named data as it changes. Most relationships want the first on a schedule and the second rarely.
Because the reports you have received carried metrics but no written updates. The feed is built from the qualitative sections of submitted reports, so it fills as companies include them. See Portfolio intelligence.
Yes. One request can target multiple companies, and that is what makes the answers comparable. Save the selection as a template to repeat it, or put it on a schedule to send itself. See Schedules and templates.
No. Everything you see comes from what a company chose to send or to grant. Access is read-only, bounded by the approved scope, and revocable by the company at any time.
They are as current as the report they came from. Metrics inside a report are pulled from the company’s connected systems at the time the report was generated, then frozen when it was sent.

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