Integrations · Finance
Stripe, read by your AI teammate.
Revenue, refunds and failed payments pulled per client on schedule, reconciled against the books, with every difference explained.
StripeYour AI teammate reads payments and reconciles revenue.
HubSpot CRM & salesHubSpot CRM & salesWhat an AI teammate does with it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
- Reports revenue and refunds
- Flags failed and disputed payments
- Reconciles against the books
- Answers questions about a charge
- Creates invoices, once you allow it
In the client's channel.
Fictional clients. Real shape of the work.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
Can it move money?
No, unless you allow a specific action like issuing a refund for that client. Reading and reporting from day one.
Whose account?
The client's, connected to that client's room only.
Where Stripe carries the work.
Get started
Hire your first AI teammate.
We take on a few firms at a time and set each AI teammate up with the firm that owns it.
Sign up