Stripe automation templates

• Sales

  Find customers who are ready to upgrade

  Accounts near their plan limits, with the usage, the plan that fits and the extra revenue.

  You start it: When you start it

  • Any admin panel
  • Stripe
  • HubSpot

• Data

  Copy numbers from your dashboards into a sheet

  One new row each week with the numbers from each of your dashboards, ready for charts.

  On a schedule: Every Monday at 7:00

  • Stripe
  • Google Analytics
  • Any admin panel
  • +1 more: Google Sheets

• Finance

  Match Stripe payouts to your bank deposits

  Each payout matched to a deposit, with fees and refunds, and the payouts that did not arrive.

  You start it: When you start it

  • Stripe
  • Any bank site
  • Google Sheets

• FinanceAsks first

  Answer a Stripe dispute with evidence

  The order, the delivery proof and your messages for the disputed payment, with a draft answer.

  You start it: When you start it

  • Stripe
  • Shopify
  • Gmail
  • +1 more: Any carrier site

• Finance

  Prepare the figures for your VAT return

  Sales and input VAT by rate for the period, checked against your sales platforms, with the box values.

  You start it: When you start it

  • Xero
  • Shopify
  • Stripe
  • +1 more: Google Sheets

• Finance

  Prepare the numbers for your investor update

  Revenue, growth, burn, runway and customer count for the month, each with its source.

  On a schedule: On the 3rd of each month at 9:00

  • Stripe
  • Any bank site
  • Google Sheets

• Engineering

  Test your checkout with Stripe test cards

  Each payment case run in test mode, from a good card to a declined one, with what the buyer sees.

  You start it: When you start it

  • Stripe
  • Any website

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