How to set up?
Self-setup
We provide a good guide and you set everything up (see below).
Investment: your own time
Guided Setup
Takes 1h and includes:
- Infrastructure setup
- Configuring accesses
- Demo
Investment: 100€ (one-time)
Customization
- Infrastructure setup
- Configuring accesses
- Demo
- Customization and trainings (contact us)
Investment: 100€ (one-time)
Self-setup
1. Setup for Merit
1. Make sure you have a Power BI PRO subscription
2. Get the API and access keys:
- Merit API details from your accountant
3. Purchase the Future Finance subscription
4. Install the App from the Microsoft AppSource
After this you will already see the reports.
5. To analyze your own data, please enter the connection details
Future Finance with sample data
Click on “Connect your data” to add the credentials.
After clicking on it, you will see a popup:
Merit API credentials popup
Enter the Merit API connection details
-
- What period would you like to analyze?
-
- Period start: beginning of the analysis, e.g. 1st of January 2022
-
- Period end: end of the analysis, e.g. 31st of December 2023
-
- Merit accepts the format: YYYYMMDD, e.g. 20220101 and 20231231
-
- What period would you like to analyze?
-
- Merit API details:
-
- API Key
-
- API ID
-
- Merit API details:
Click “Next” and you will see the second part of the popup:
Future Finance subscription details
Enter the Sparkle connection details:
-
- User name
-
- Password
“Sign in and connect” to your data!
6. Share with your co-workers!
2. Setup for Smart Accounts
1. Make sure you have a Power BI PRO subscription
2. Get the API and access keys:
-
- Smart Accounts API details from your accountant
3. Purchase the Future Finance subscription
4. Install the App from the Microsoft AppSource
After this you will already see the reports.
5. To analyze your own data, please enter the connection details
Click on “Connect your data” to add the credentials.
After clicking on it, you will see a popup:
Enter the SmartAccounts API connection details
-
- What period would you like to analyze?
-
- dateFrom: beginning of the analysis, e.g. 1st of January 2000
-
- SmartAccounts accepts the format: DD.MM.YYYY, e.g. 01.01.2000
-
- What period would you like to analyze?
-
- SmartAccounts API details:
-
- API Key
-
- API ID
-
- SmartAccounts API details:
Click “Next” and you will see the second part of the popup:
Enter the Sparkle connection details:
-
- User name
-
- Password
“Sign in and connect” to your data!
6. Share with your co-workers!
3. Setup for UKU
1. Make sure you have a Power BI PRO subscription
2. Get the API and access keys:
-
- UKU API details (contact UKU for API access)
3. Purchase the Future Finance subscription
4. Install the App from the Microsoft AppSource
After this you will already see the reports.
5. To analyze your own data, please enter the connection details
Click on “Connect your data” to add the credentials.
After clicking on it, you will see a popup:
Enter the UKU API connection details
-
- What period would you like to analyze?
-
-
- Period start: beginning of the analysis, e.g. 1st of January 2022
- Period end: end of the analysis, e.g. 31st of December 2023
- UKU accepts the format: YYYYMMDD, e.g. 20220101 and 20231231
-
-
- What period would you like to analyze?
-
- UKU API details:
-
- API Key
-
- API Secret
-
- UKU API details:
Click “Next” and you will see the second part of the popup:
Enter the Sparkle connection details:
-
- User name
- Password
“Sign in and connect” to your data!
6. Share with your co-workers!
If something went wrong
Please check that your company allows installing template apps and then try install the APP again
If the problems still persist, reach out to Sparkle: info@futurefinance.ee
