Payments integration
Dear CFO for Stripe
Bring payments, subscriptions, payouts and fees into the same place as your books, so revenue and cash reporting stop living in two systems.
Dear CFO never creates charges, refunds or payouts.
Stripe
What you can do
What Stripe data does inside Dear CFO
Subscription revenue you can trust
Subscriptions, prices and invoices sit next to your P&L, so recurring revenue, churn and expansion are figures, not a spreadsheet someone rebuilds monthly.
Cash that reconciles
Payouts and balance transactions show what actually reached the bank, net of fees, refunds and disputes.
Customers, joined to the rest
Stripe customers become data you can join to your CRM and your ledger, and ask the AI analyst about in plain English.
What syncs
What Dear CFO reads from Stripe
- Products
- Prices
- Customers
- Subscriptions
- Subscription items
- Balance transactions
- Charges
- Refunds
- Payouts
- Disputes
- Invoices
- Invoice line items
Every sync re-reads the last 120 days, so late refunds and disputes land on the right dates.
In full, Dear CFO copies charges, balances, payouts, invoices, subscriptions, products and disputes, including customer names, email addresses and the last four digits of payment cards. How it is stored and protected is in our privacy policy.
How to connect
Set up in a few minutes
- 1In Dear CFO, open Integrations and click Connect on Stripe.
- 2Sign in to Stripe and choose the account to connect.
- 3The first sync loads your history. After that it keeps itself current.
- Connection
- Sign in with Stripe (Stripe Connect)
- Access
- Read-only access is awaiting Stripe’s approval, so its consent screen lists broader permissions for now. Dear CFO only reads, and never creates charges, refunds or payouts.
- Sync
- Daily by default. You can sync more often, up to hourly, from the integration page.
- Accounts
- One Stripe account per company
- Where it shows up
- Every table becomes a dataset you can use in reports, metrics, dashboards and the AI analyst, next to your accounting.
Questions
Stripe and Dear CFO
Why does Stripe’s screen mention creating payments?
Stripe grants platforms read-and-write access until read-only is approved for them. Dear CFO only reads, never creates charges, refunds or payouts, and you can disconnect from Dear CFO or from Stripe at any time.
Can I connect a Stripe test account?
Yes. Test-mode data is labelled as test data so it is never mistaken for real revenue.
How far back does the data go?
The first sync loads your history, and every later sync re-reads the last 120 days to pick up late changes.
Works well with
Connect the rest of the stack
What you can do with it
Connect Stripe and see it against your own numbers.
Create a login and connect in minutes, or book a call and we will walk through it with your business in mind.