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Patricia works your Stripe.

Ask her in Slack. She reads the revenue, spots the failed payments, and drafts the invoice, but by default nothing charges or refunds without your yes.

What that looks like on a Monday morning:

#revenueThreadProduct preview
Ricardo GhekiereJust now

@Pati where's MRR sitting, and did anything fail to bill this week?

PatriciaAppJust now

MRR is $48,200, up $1,900 on last month. Two things worth a look:

  • Vela's $2,500 monthly budget failed twice, card expired on the 3rd
  • Orbit's plan renews Thursday, no issues flagged
  • Want me to draft the payment-update note for Vela? I will wait for your approval before I charge anything.
Pulled fromStripe
Ricardo GhekiereJust now

Draft it, and pull me the full picture for the board.

PatriciaAppJust now

Draft is ready for your review before it sends. And here is the revenue snapshot: MRR, new vs churned, and the three subscriptions up for renewal next month.

XLSKepler-Revenue-June.xlsxMRR + renewals
Pulled fromStripe

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 subscriptions get flagged in Slack with the numbers, before your 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 budget 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 behind approval

Refunds, charges, and sending an invoice are drafted and shown to you first. By default, nothing that touches money happens until you say yes in Slack.

Things to ask her on day one.

@Pati

What's our MRR this month, and how does it compare to last?

@Pati

Which customer payments failed or are past due right now?

@Pati

Draft Vela's monthly budget invoice for me to review before it sends

@Pati

Which subscriptions are at risk of churning this quarter?

@Pati

Pull a revenue snapshot for the board with new and churned MRR

Setup

Stripe, connected in minutes.

1

Add Patricia to Slack

She joins your workspace like any teammate. Two minutes, no engineering.

Patricia joined #revenue

Today at 9:00 AM

2

Connect Stripe

One OAuth click. She gets only the access you approve, and you can disconnect her anytime.

Stripe connected

3

Ask

Mention @Pati with the question. Reads happen on their own; by default, 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; by default anything that charges or refunds waits for approval, and anything that sends always does.

Will she refund or charge a customer on her own?

Not by default. Refunds, charges, and sending an invoice are drafted and shown to you in Slack first. Sending an invoice always waits for your explicit yes, and by default so do refunds and charges. 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.

Can I keep her scoped to part of our Stripe?

Yes. Connect only the parts you want her in, and the rest stays untouched. By default, every change she makes waits for your yes, and every email, post or message she drafts always does.

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 work your team never gets to. You build the company. See what changes in your first week.

No credit card.