# Finance & Accounting

- [Alpha Vantage](https://docs.coupler.io/sources/category/finance-and-accounting/alpha-vantage.md): Connect Alpha Vantage stock prices, forex, and crypto data to Google Sheets or BigQuery via Coupler.io — no coding needed.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/alpha-vantage/data-overview.md): Alpha Vantage delivers intraday, daily, weekly, and monthly stock price data with volume metrics across equities and forex.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/alpha-vantage/common-issues.md): Fix Alpha Vantage API key rejection, connection timeouts, and rate limit errors — activate keys and verify account settings.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/alpha-vantage/best-practices.md): Optimize Alpha Vantage pulls: one source per ticker, compact output first, schedule refreshes within rate limits, consolidate symbols.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/alpha-vantage/faq.md): Free Alpha Vantage plans include daily/intraday data with 25 req/day limits; adjusted prices require paid subscriptions.
- [Braintree](https://docs.coupler.io/sources/category/finance-and-accounting/braintree.md): Connect Braintree to Google Sheets, BigQuery, or AI tools via Coupler.io. Export transactions, subscriptions, disputes, and more.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/braintree/data-overview.md): Explore Braintree data available in Coupler.io: transactions, subscriptions, disputes, customers, plans, discounts, and merchant accounts.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/braintree/common-issues.md): Braintree connection errors, missing transactions, permission issues, and data discrepancies — causes and fixes for Coupler.io users.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/braintree/best-practices.md): Get accurate Braintree exports with the right date filters, entity combos, and refresh cadence for payment and subscription data.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/braintree/faq.md): Can I export Braintree disputes? How does the start date work? Common questions about syncing Braintree data with Coupler.io.
- [Brex](https://docs.coupler.io/sources/category/finance-and-accounting/brex.md): Connect Brex to Coupler.io to pull transactions, expenses, budgets, and spend data into Google Sheets, BigQuery, or your warehouse.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/brex/data-overview.md): Brex data entities — transactions, expenses, budgets, users, departments, and cards — for spend analysis and reconciliation.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/brex/common-issues.md): Fix Brex API key rejection, token expiry, data flow failures, and permission errors in Coupler.io.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/brex/best-practices.md): Brex best practices — read-only tokens, user-transaction joins, incremental syncs, and multi-account setup.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/brex/faq.md): How to find your Brex API key, connect multiple accounts, and troubleshoot sync issues with Coupler.io.
- [Bunny, Inc.](https://docs.coupler.io/sources/category/finance-and-accounting/bunny-inc.md): Connect Bunny, Inc. billing data to Google Sheets or BigQuery. Pull invoices, subscriptions, payments, and account records via Coupler.io.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/bunny-inc/data-overview.md): Bunny, Inc. entities include Accounts, Invoices, Payments, Subscriptions, Transactions, Plans, Products, and Quotes for complete billing lifecycle data.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/bunny-inc/common-issues.md): Bunny, Inc. API key rejected or data flow fails? Fix authentication, permission, and connection errors with these troubleshooting steps.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/bunny-inc/best-practices.md): Set up Bunny, Inc. exports efficiently — start with Invoices and Payments, join Invoice items, and use refresh schedules for real-time billing data.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/bunny-inc/faq.md): What Bunny, Inc. data can I export? Learn about API keys, entity availability, refresh rates, and 15+ billing entities via Coupler.io.
- [Chargedesk](https://docs.coupler.io/sources/category/finance-and-accounting/chargedesk.md): Connect Chargedesk to Coupler.io to pull charges, customers, subscriptions, and products into Google Sheets or data warehouses with automatic refreshes.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/chargedesk/data-overview.md): Chargedesk entities: Charges across payment gateways, Customers, Subscriptions, and Products with pricing — all available via Coupler.io.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/chargedesk/common-issues.md): Fix Chargedesk API key rejection, data flow failures, and connection errors. Verify API settings and plan compatibility.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/chargedesk/best-practices.md): Optimize Chargedesk syncs: use focused date ranges, join Customers and Charges for billing insights, and schedule incremental refreshes.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/chargedesk/faq.md): Chargedesk supports Stripe, PayPal, Braintree, Authorize.Net, and more. Pull from multiple accounts and filter by gateway.
- [Chargify](https://docs.coupler.io/sources/category/finance-and-accounting/chargify.md): Connect Chargify subscription billing data to Coupler.io — pull customers, subscriptions, invoices, coupons, and transactions into sheets or warehouses.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/chargify/data-overview.md): Chargify entities guide: customers, subscriptions, invoices, coupons, and transactions map directly to your recurring revenue operations.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/chargify/common-issues.md): Fix Chargify authentication failures, invalid API keys, subdomain errors, and connection issues in Coupler.io.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/chargify/best-practices.md): Structure Chargify data flows by entity type, use read-only API keys, and combine sources with Join transformations.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/chargify/faq.md): Connect multiple Chargify sites, handle cent-based monetary values, and troubleshoot common Chargify-Coupler.io questions.
- [Chartmogul](https://docs.coupler.io/sources/category/finance-and-accounting/chartmogul.md): Connect ChartMogul to Coupler.io to sync MRR, churn, LTV, and customer data into Google Sheets or data warehouses.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/chartmogul/data-overview.md): ChartMogul entities include customers, subscription activities, and monthly count aggregations for revenue tracking and cohort analysis.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/chartmogul/common-issues.md): Fix ChartMogul authentication errors, API key issues, and data sync failures — secret key vs. account token clarification.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/chartmogul/best-practices.md): Use monthly counts for KPI dashboards; join Activities with Customers for event-level churn and expansion analysis.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/chartmogul/faq.md): Find your ChartMogul API key, choose the right entity for MRR reporting, and understand data sync timing.
- [Cin7](https://docs.coupler.io/sources/category/finance-and-accounting/cin7.md): Sync Cin7 inventory, sales, purchases, and customer data into Google Sheets, BigQuery, or Excel via Coupler.io.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/cin7/data-overview.md): Access Cin7 stock levels, product catalogs, sales transactions, supplier details, and chart of accounts through Coupler.io.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/cin7/common-issues.md): Fix Cin7 API credential rejection, connection failures, and authentication errors — find API keys in Settings > Integrations.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/cin7/best-practices.md): Separate Sales from Sale lists, join entities on shared IDs, and avoid double-counting in Cin7 reporting.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/cin7/faq.md): How does Cin7 authenticate with Coupler.io? Use API Username and Key from Settings > Integrations > API.
- [Coin API](https://docs.coupler.io/sources/category/finance-and-accounting/coin-api.md): Connect Coin API to Coupler.io for real-time and historical crypto market data — OHLCV candles, trades, and quotes across thousands of exchange pairs.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/coin-api/data-overview.md): Access Coin API's three data entities: OHLCV candles for trend analysis, trades for execution insights, and quotes for liquidity research.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/coin-api/common-issues.md): Fix Coin API authentication errors, quota limits, and data flow failures. Validate API keys and account status in your Coin API dashboard.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/coin-api/best-practices.md): Verify Symbol IDs before building Coin API flows. Use Append mode to compare multiple trading pairs and optimize data refreshes.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/coin-api/faq.md): Find Symbol ID formats, exchange pairs, and Coin API usage limits. Learn case-sensitive ID matching and free-tier restrictions.
- [CoinGecko Coins](https://docs.coupler.io/sources/category/finance-and-accounting/coingecko-coins.md): Pull CoinGecko crypto prices, market caps, and volumes into Google Sheets or BigQuery for automated reporting and analysis.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/coingecko-coins/data-overview.md): Market chart and historical snapshot data for cryptocurrencies — prices, market caps, volumes, and community metrics via CoinGecko.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/coingecko-coins/common-issues.md): Fix CoinGecko API authentication, invalid coin IDs, rate limits, and data flow failures with troubleshooting steps.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/coingecko-coins/best-practices.md): Verify coin IDs before setup, use Append for multi-coin tracking, schedule refreshes efficiently, and handle missing data.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/coingecko-coins/faq.md): Find CoinGecko coin IDs, track multiple cryptocurrencies, access historical data, and understand rate limits and refresh scheduling.
- [QuickBooks](https://docs.coupler.io/sources/category/finance-and-accounting/quickbooks.md)
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/quickbooks/data-overview.md)
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/quickbooks/common-issues.md)
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/quickbooks/best-practices.md)
- [QuickBooks Reports parameters](https://docs.coupler.io/sources/category/finance-and-accounting/quickbooks/best-practices/parameters.md): Learn best practices for configuring QuickBooks parameters in Coupler.io. Discover how to select fields, optimize queries, and avoid common issues when setting up QuickBooks data imports.
- [QuickBooks \[where\] parameter](https://docs.coupler.io/sources/category/finance-and-accounting/quickbooks/best-practices/where.md)
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/quickbooks/faq.md)
- [Stripe](https://docs.coupler.io/sources/category/finance-and-accounting/stripe.md): Export Stripe charges, invoices, subscriptions, payouts, and 25+ entities to Google Sheets, BigQuery, or databases via Coupler.io.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/stripe/data-overview.md): Access 30 Stripe entities covering customers, charges, invoices, subscriptions, payouts, and disputes for complete payment lifecycle analysis.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/stripe/common-issues.md): Fix Stripe multi-account connection issues, OAuth session reuse, and account authorization problems with Coupler.io.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/stripe/best-practices.md): Optimize Stripe exports with date range filters, subscription line items for MRR reporting, and timeout prevention strategies.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/stripe/faq.md): Learn which Stripe entities support date filtering, combine multiple accounts, and set up advanced data pulls.
- [Xero](https://docs.coupler.io/sources/category/finance-and-accounting/xero.md): Connect Xero to Google Sheets and BI tools via Coupler.io. Export invoices, contacts, journals, and financial reports automatically without manual downloads.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/xero/data-overview.md): Xero offers two data sources: raw entity data (invoices, contacts, transactions) and pre-built reports (P\&L, Balance Sheet, Trial Balance). Choose based on your
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/xero/common-issues.md): Fix Xero OAuth token expiry, reconnection failures, and permission issues preventing data pulls. Steps to re-authorize and troubleshoot connection errors.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/xero/best-practices.md): Use Xero entities for transactional detail and Xero Reports for financial summaries. Schedule refreshes, handle multi-org data, and optimize date filtering for
- [How to use advanced settings in Xero source](https://docs.coupler.io/sources/category/finance-and-accounting/xero/best-practices/how-to-use-advanced-settings-in-xero-source.md)
- [How to use Where filter in Xero](https://docs.coupler.io/sources/category/finance-and-accounting/xero/best-practices/how-to-use-where-filter-in-xero.md)
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/xero/faq.md): What's the difference between Xero entity data and Xero Reports? Learn when to use raw invoices/contacts versus pre-built P\&L and Balance Sheet exports in Coupl
- [Yahoo Finance Price](https://docs.coupler.io/sources/category/finance-and-accounting/yahoo-finance-price.md): Pull stock, ETF, and index prices from Yahoo Finance into Google Sheets or BigQuery. Track open, high, low, close, volume data across multiple tickers.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/yahoo-finance-price/data-overview.md): Yahoo Finance Price returns OHLCV bars for any publicly traded ticker at your chosen interval and date range — from 1-minute to daily granularity.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/yahoo-finance-price/common-issues.md): Yahoo Finance API key rejected or data flow fails? Fix subscription status, quota limits, ticker format errors, and RapidAPI permission issues.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/yahoo-finance-price/best-practices.md): Match intraday intervals to short-term trading needs; use daily bars for portfolio tracking. Batch multiple tickers in one flow to optimize refresh performance.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/yahoo-finance-price/faq.md): Which exchanges and cryptocurrencies does Yahoo Finance cover? How far back does historical price data go? Get answers on ticker symbols and data limits.
- [Zoho Books](https://docs.coupler.io/sources/category/finance-and-accounting/zoho-books.md): Connect Zoho Books to Coupler.io to pull invoices, bills, expenses, and payments into Google Sheets or BigQuery for unified financial reporting.
- [Data Overview](https://docs.coupler.io/sources/category/finance-and-accounting/zoho-books/data-overview.md): Zoho Books entities include invoices, bills, expenses, purchase orders, customers, vendors, items, and tax settings — all queryable via Coupler.io.
- [Common Issues](https://docs.coupler.io/sources/category/finance-and-accounting/zoho-books/common-issues.md): Fix Zoho Books authentication errors — verify API key and Organization ID match your account settings to restore connection.
- [Best Practices](https://docs.coupler.io/sources/category/finance-and-accounting/zoho-books/best-practices.md): Optimize Zoho Books data flows by separating AR, AP, and expense tracking into distinct pipelines for cleaner reporting and easier debugging.
- [FAQ](https://docs.coupler.io/sources/category/finance-and-accounting/zoho-books/faq.md): Locate your Zoho Books API key in api-console.zoho.com and Organization ID in Settings — both required to authenticate with Coupler.io.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.coupler.io/sources/category/finance-and-accounting.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
