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Match payments to the books without exports
Connect QuickBooks Online and Stripe to one company memory, and a single question reads both.
Payments arrive in one system and have to be recognised in another. The reconciliation is monthly, manual, and the first place small errors become large ones.
Questions that need both
Each of these is unanswerable inside either product on its own. Agent mode reads both, resolves the customer to one entity, and ends with a line per system it consulted.
- ›Which Stripe payouts have not been reconciled in QuickBooks?
- ›What were our fees last month against gross revenue?
- ›Is there an invoice in QuickBooks for every charge this week?
What each side brings
QuickBooks Online
Ask your books a question instead of running a report.
- Find overdue invoices and who owes what
- Look up a customer's balance and recent invoices
- Run Profit and Loss, Balance Sheet, Cash Flow and aged receivables / payables for any period
- List unpaid vendor bills
Stripe
Customers, charges, invoices and subscriptions through a restricted read-only key.
- Search customers, charges, invoices, subscriptions and payment intents
- Get any object by id
- Balance and recent balance transactions
Who this is for
- FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
- OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.
- LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
Other seams worth closing
Ask one question across both
Seven days free. One price per organisation, nothing metered, and model usage stays on your own provider keys.