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futureagent

Accounting and financeAutomation

Payment reconciliation

The agent compares the payments received on Stripe with your open invoices, marks the paid ones and flags discrepancies: payment with no invoice, different amount, refund.

Use this template

€3 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Every Friday at 4 pm

  1. 1Collect. This week's payments.
  2. 2Reconcile. Match each payment to its invoice.
  3. 3Update. Mark invoices as paid.
  4. 4Flag. Discrepancies and orphan payments.

Sample deliverable

Reconciliation for week 43

  • 28 payments matched, €4,210.
  • 1 discrepancy: Cabinet Orsay paid €1,080 on a €1,200 invoice (early payment discount?).
  • 1 payment with no invoice: €49 from "Mr Petit".
  • Excel: This week's reconciliation

Connectors

  • StripeStripe: read payments received
  • QuickBooksQuickBooks: mark invoices as paid

Already set up for you

Frequency
Every Friday
Tolerance
Discrepancies over €1 are flagged

What you'll be asked

  • Which email address should we send the result to?

Who it's for

About 4 runs a month, standard business logic and 6 actions per run (calculations): Micro tier.

Learn more

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