Resources
Best Practices
Guide
Best Practices
Learn how successful founders organise and manage multiple Stripe accounts. These patterns come from teams running dozens of accounts on Karsilo.
Organise With Entities
Group related Stripe accounts into entities — one per brand, product line, or business unit. This gives you clean, segmented analytics and makes it easy to compare performance across your portfolio.
Create one entity per brand or product line
Name entities clearly so team members can navigate quickly
Assign every connected Stripe account to an entity
Use entities as the primary filter in your dashboard
Set Up Team Roles Early
Invite your team with the right permissions from day one. Viewers get read-only access, members can manage connections, and admins control billing and settings.
Give accountants viewer-level access for read-only reporting
Reserve admin and owner roles for founders and finance leads
Use member access for team leads who manage connections
Review permissions quarterly as roles change
Monitor Revenue Daily
Check your unified dashboard at least once a day. Karsilo consolidates balance and transaction data across all accounts so you can spot trends or issues before they become problems.
Glance at the revenue overview each morning
Watch for unusual dips in payment volume
Compare month-over-month MRR across entities
Export weekly summaries for your finance team
Keep Connections Healthy
Stripe OAuth tokens can expire if permissions change. Reconnect promptly when Karsilo flags a disconnected account to avoid gaps in your data.
Enable email notifications for disconnection alerts
Reconnect within 24 hours to minimise data gaps
Verify Stripe app permissions after changing account settings
Test connections after Stripe platform updates
Use the API for Automation
On Growth and Pro plans, the Karsilo API lets you pull data into your own tools. Build automated dashboards, pipe data to spreadsheets, or feed metrics into your internal reporting stack.
Generate a dedicated API key for each integration
Use pagination to fetch complete datasets
Cache responses client-side to stay within rate limits
Filter by accountId when you only need data from one connection
Secure Your Account
Enable two-factor authentication, use strong passwords, and manage active sessions. Karsilo encrypts all tokens at rest, but account security starts with you.
Enable 2FA on your Karsilo account immediately
Never share API keys in public repos or chat messages
Revoke old API keys when team members leave
Review active sessions periodically and sign out stale ones