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Stripe · Payments

Every Stripe payment, accounted for.

Stripe processes the payments. Telling the right people, recovering failures and getting it all into your books is still manual.

Where manual work happens

Great tool. Lots of work around it.

01

Watching for failed or disputed payments

02

Matching payouts to invoices

03

Updating finance sheets after each charge

Example automations

Watch Stripe work for you.

Three examples of what we could build around Stripe. Names and numbers are fictional.

Example 01 · Payment notifications

The right people know the moment you're paid.

Successful payments update your records and notify your team with the customer and invoice details.

  1. 1Payment succeeds
  2. 2Customer matched
  3. 3Invoice marked paid
  4. 4Books updated
  5. 5Team notified

Stripe

Waiting…

OLAM

Waiting…

Accounting

Waiting…

Activity
  • 09:41Charge succeeded
  • 09:42Invoice INV-1182 paid
  • 09:43Receipt sent
Counter

0

Payments recorded today

Invoice INV-1182 marked paid

Example 02 · Failed payments

Recover failed payments quickly.

Failed charges trigger a friendly message to the customer with a secure link to update their card.

  1. 1Charge fails
  2. 2Reason checked
  3. 3Customer messaged
  4. 4Card updated
  5. 5Payment retried
M

Mesa Dental

Message understood
Reply drafted & sent
Records updated
Failed payment recovered

Example 03 · Finance workflows

Payouts reconciled without spreadsheets.

Each payout is broken down and matched to invoices and fees, and anything unmatched is flagged for finance.

  1. 1Payout arrives
  2. 2Charges listed
  3. 3Invoices matched
  4. 4Gap flagged
  5. 5Finance notified
ReferenceStripe payoutInvoices
ch_3QX · Alder Co.$1,480.00$1,480.00
ch_3QY · Lakeshore$640.00— none —
ch_3QZ · Pine & Co.$920.00$920.00
Needs attention$640.00
Unmatched charge sent to finance

Ready to automate the work around Stripe?

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Stripe is a trademark of its owner. Shown to identify the tool only; no partnership or endorsement implied.