FinanceAI teammates for Stripe
Understand revenue changes and catch failed payments.
Your Mate
Your result
The request
Summarize this week's revenue and subscription changes
Result and follow-up
Review the work with your Mate.
More work to hand off
- List failed charges that need a customer follow-up
- Compare refunds with the previous month's activity
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
20 actions- list charges
- list coupons
- list customer payment methods
- list customers
- list invoices
- list payment intents
View all 20 actions
- list payment links
- list products
- list refunds
- list shipping rates
- list subscriptions
- list tax codes
- list tax rates
- retrieve balance
- retrieve charge
- retrieve customer
- retrieve payment intent
- retrieve refund
- retrieve subscription
- search customers
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting Stripe
- Connection
- Sign in with your account
- Setup
- About 10 minutes
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Slack
HubSpot