Ideas to put to work
Recurring revenue you understand, reconciled to the books and billed from the moment work is won.
Recurring revenue analysis
Sofia reads subscriptions, invoices and refunds, writes a recurring revenue view to Google Sheets, and shows what's growing and what's at risk.
Stripe matched to the ledger
Sofia compares Stripe payments with Xero bank transactions and invoices, and lists anything that doesn't match for your bookkeeper.
Billing set up for won work
When a HubSpot deal closes, Sofia creates the Stripe customer and a checkout page or subscription for the engagement, with your approval.
Failed payments followed up
Sofia finds unpaid invoices and drafts a personal note to each customer in Gmail, ready for your approval.
What Sofia can do with Stripe
Sofia reads and keeps current
- Customers
- Invoices
- Payments
- Subscriptions
- Refunds
- Products and prices
Sofia does, with your approval where you want it
- Create a customer
- Create and finalise an invoice
- Create a checkout page
- Issue a refund
- Create a subscription
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Google SheetsGoogle's online spreadsheets
- XeroCloud accounting for small businesses
- HubSpotCRM and marketing platform for growing businesses
- GmailGoogle's email for business
QuickBooksAccounting software for small and mid-sized businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
- AcumaticaCloud ERP for mid-sized businesses
Let Sofia analyze your Stripe revenue
Score your firm in three minutes, or talk to our team.