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Creating Your GrowthOptix Account

Getting started with GrowthOptix takes just a few minutes. No credit card, no coding, and no complicated setup.

Luis Schiffmann avatar
Written by Luis Schiffmann
Updated over a week ago

Do not worry, we'll walk you through how to create your account and connect your first payment source (Stripe or PayPal).

Step 1: Go to the Sign-Up Page

Visit growthoptix.com/signup and click "Sign up for free."

You can sign up using:

  • Your Email address, or

  • Your Google account

Screenshot of Sign Up GrowthOptix

💡Tip: Use a business email that matches your Stripe or PayPal account for a smoother connection later.


Step 2: Set a Secure Password

After entering your email, you’ll be prompted to create and confirm your password.

Screenshot Set Password GrowthOptix

Click Continue to proceed.


Step 3: Tell Us About Yourself

This helps us personalize your GrowthOptix experience. You’ll be asked to enter:

  • Company Name

  • Company Size (dropdown)

  • Type of Business (dropdown)

  • Your Role in the Team (dropdown)

Screenshot Sign Up Process GrowthOptix

Click Continue to move on.


Step 4: Set Your Time Zone

Choose your local time zone to ensure your metrics align with your business hours.

Screenshot of Time Zone selection GrowthOptix

⚠️ Important: You can set your time zone during signup, and you’ll have one more chance to change it later from your account settings. After that, any additional changes will require contacting [email protected].

Click Continue once selected.


Step 5: (Optional) Invite Your Team

You’ll be prompted to invite team members by email.

Screenshot of how to invite your team to your GrowthOptix account

You can:

  • Enter one or more emails to send invites, or

  • Skip this step and invite them later from the Settings > People tab.


Step 6: Final Step – Tell Us How You Heard About Us

Select how you discovered GrowthOptix (e.g., LinkedIn, Go, an ad, etc.).


Next Up: Connect Your First Payment Source

Once your account is created, you’ll be prompted to connect a data source:

  • Stripe – You’ll be redirected to Stripe’s secure OAuth flow to authorize GrowthOptix.

  • PayPal – You’ll log in and grant API access.

Screenshot of how to connect yor PayPal and Stripe to GrowthOptix

✅ GrowthOptix never stores your credentials. All integrations are read-only and secure.


Final Step: Let the Sync Begin

After you connect Stripe or PayPal, GrowthOptix will begin syncing your data.

This includes:

  • Historical and live transactions

  • MRR, ARR, Churn, Revenue dashboards

  • AI-powered insights & alerts

Depending on the size of your account, the initial sync may take a few minutes.


Common Questions

Q: Do I need a developer to set this up?

A: Nope! GrowthOptix is 100% no-code and built for business users.

Q: What if I use both Stripe and PayPal?

A: Great! You can connect both and toggle between them, or view combined metrics using The Blend.

Q: Can I cancel at any time?

A: Yes, GrowthOptix has no lock-in. You can pause or cancel your subscription anytime.


Ready to Start?

Create your account and start making smarter decisions with your payment data in under 5 minutes.

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