Financial Reporting and Accounting Management on Meetlib

Financial Reports

Keep an eye on the financial health of your activity with detailed reports. Meetlib allows you to easily visualize and export data for in-depth analysis.

Overview of Finances

Revenues: Review the details of your sales, organize them by period, and export the data for in-depth analysis.
Expenses: Keep track of your costs, including Stripe fees and Meetlib application fees.

Exporting Financial Data

Available Formats: Choose between CSV for detailed analysis or PDF for a secure and shareable format.
Period Selection: Filter reports for a specific period for tailored financial tracking.

Accounting Data

Activating Accounting Data

For direct integration with your accounting software, Meetlib enables you to export specific accounting data.

Toggle the button to activate or deactivate this option at any time.
Fill in the accounting parameters with the corresponding accounts to ensure error-free integration.

Experimental Feature

Meetlib innovates with a feature allowing the export of directly usable accounting entries.

Advanced Settings: Set up preferences for an export tailored to your accounting needs.
Caution: Use this feature cautiously, as it is still in the experimental phase. Make sure to verify the exported data.

Stripe Integration for Reports and Accounting

Meetlib allows the export of financial reports and accounting elements by connecting to your Stripe account. To do this, you need to create a limited API key in Stripe that gives Meetlib read access to specific elements of your Stripe account. Here are the detailed steps:

Steps to Create the API Key

Access the Stripe Dashboard:
- Log in to your Stripe account.
- Go to the Developers section and select API keys.
Creating the Key:
- Find and click on the Create a restricted key option in the API keys section.

Configure the necessary permissions for Meetlib:
- Balance: Read access to transaction amounts.
- Balance transaction sources: Read access to the balance transaction sources.
- Balance Transfers: Read access to balance transfers.
- Charges: Read access to payment information.
- Payouts: Read access to payout details.

Save and Use:
- After selecting the required permissions, save the key.
- Provide the limited API key to Meetlib securely in the screen that prompts you to do so.

Why These Permissions?

These specific permissions allow Meetlib to:

Extract detailed reports on revenues and transactions.
Provide an overview of financial flows related to your activity on the platform.
Ensure synchronization with your accounting tracking without compromising the security of your funds.

Security and Confidentiality

The restricted API key adds an additional layer of security by limiting access to read-only operations.
No payments can be processed through this key, minimizing risk.

Optional

Using this API key is optional but recommended for better management of financial reports and simplified accounting integration on Meetlib.

This feature is experimental and should be used with caution.

With Meetlib, you benefit from a clear and precise view of your business's financial management, from monitoring revenues and expenses to exporting accounting data for easier bookkeeping.