Patricia works your Stripe.
Ask her in Slack. She reads the revenue, spots the failed payments, and drafts the invoice, but nothing charges or refunds without your yes.
@Pati where's MRR sitting, and did anything fail to bill this week?
MRR is $48,200, up $1,900 on last month. Two things worth a look:
- Fernbrook's $2,500 monthly retainer failed twice, card expired on the 3rd
- Northwind's plan renews Thursday, no issues flagged
- Want me to draft the payment-update note for Fernbrook? I will not charge anything until you approve.
Draft it, and pull me the full picture for the board.
Draft is ready for your review before it sends. And here is the revenue snapshot: MRR, new vs churned, and the three retainers up for renewal next month.
Patricia + Stripe
What she does in Stripe.
Real actions she takes on your say-so, not a list of API endpoints.
Track revenue like a finance lead
MRR, new and churned revenue, and what renews next month, read across every account you connect and answered in the channel, not exported to a sheet nobody opens.
Catch failed payments early
Expired cards, retries, and past-due retainers get flagged in Slack with the numbers, before a client's access lapses or a month of revenue slips.
See churn before it lands
Subscriptions heading for cancellation, downgrades, and dunning trouble surfaced early, so a save is still possible while there is time to make it.
Draft invoices and quotes
She builds the invoice or the quote from the retainer terms, ready for your review. It goes out only after you approve, never on her own.
Answer customer and billing questions
Who is on which plan, what they have paid, and when they are next billed, pulled per customer without you logging into the dashboard.
Keep money-moving locked behind approval
Refunds, charges, and sending an invoice are drafted and shown to you first. Nothing that touches money happens until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
What's our MRR this month, and how does it compare to last?
Which client payments failed or are past due right now?
Draft Fernbrook's monthly retainer invoice for me to review before it sends
Which subscriptions are at risk of churning this quarter?
Pull a revenue snapshot for the board with new and churned MRR
Better together
Stripe is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Stripe + Slack
Where you ask about revenue and where the failed-payment alert lands, before it becomes a lapsed account.
Setup
Stripe, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Stripe
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Stripe connected
Ask
Mention @Pati with the question. Reads happen on their own; anything that moves money waits for your yes.
@Pati What's our MRR this month, and how does it compare to last?
On it.
FAQ
Stripe questions, answered.
What can Patricia actually do in Stripe?
She reads payments, subscriptions, invoices, customers, and billing across your account, tracks MRR and churn, and drafts invoices and quotes. Reads are instant; anything that charges, refunds, or sends waits for approval.
Will she refund or charge a customer on her own?
No. Refunds, charges, and sending an invoice are drafted and shown to you in Slack first, and happen only after your explicit yes. Reading revenue and flagging failed payments run on their own, that is the point.
Which Stripe plan do we need?
Any account works. She connects through Stripe's official OAuth flow, the same way other approved tools do, and only sees the account you connect.
We bill several clients through one Stripe. Does that stay separate?
Yes, that is the setup she expects at an agency. She keeps each client's customers, subscriptions, and invoices walled off, so one client's revenue never bleeds into another's answer.
What does the Stripe integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.