Agents › Finance
QuickBooks Revenue Report Agent
Each week it adds up new, upgraded and lost customers, checks Stripe against QuickBooks, and sends the report to your team Monday morning. Nobody pulls the numbers by hand.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Adds up new, upgraded and lost customersweekly
- ✓Checks Stripe against QuickBooksweekly
- ✓Sends the report to your teamMonday morning
Your numbers, without pulling them by hand.
QuickBooks
Stripe
SlackHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Reads the week in Stripe
It reads the week's subscriptions, payments and refunds from Stripe.
- 2
Adds up who came and went
It counts new, upgraded and lost customers, and how much revenue each one moved.
Checks Stripe against QuickBooks
It reads the payments and sales in QuickBooks and matches them to Stripe.
- 4
Lists what doesn't match
Any payment that shows in one and not the other goes on a short list for your bookkeeper.
Sends the report Monday morning
Your team gets the report in Slack: the totals, the change from last week, and the list to check.
What you get
New, upgraded and lost customers, ready before your week starts.
A payment missing from QuickBooks shows up that week, not at month end.
Nobody on your team builds the revenue report by hand.
What this looks like at your business
Customer countsNew, upgraded and lost customers added up each week.
Designed for software companiesStripe checkStripe payments matched to QuickBooks, with gaps listed.
Designed for software companiesRevenue reportThe totals and the list to check, in one message.
Designed for software companiesBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your QuickBooks Revenue Report Agent follows your process, your rules and your software, not a template.
A plan change, an added seat, a cancel, or a failed payment. You set how each one counts.
Totals, change from last week, or the numbers your board asks for.
The founder, your finance lead and your bookkeeper, in Slack or by email.
Stripe and QuickBooks today. If you bill through Chargebee or keep books in Xero, your version works there.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Tracks each trial to paid. The trials it turns into paying customers show up as new customers in the report.
Trials that stall on day two, not day 30.
See this agent →
Pulls HubSpot, Google Analytics, Search Console and Stripe numbers each Monday and posts a one-page summary to Slack.
The Monday meeting starts from the same page.
See this agent →Built for
Book a 15-minute call
Get your version of the QuickBooks Revenue Report Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the QuickBooks Revenue Report Agent
Is my customers' information safe?
Yes. The agent reads only the payments and sales its report needs, in your own Stripe and QuickBooks. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does it change my books?
No. It reads Stripe and QuickBooks and lists what doesn't match. Your bookkeeper makes any fix.
Can it follow the way we count revenue?
Yes. Your version uses your rules for new, upgraded and lost. We set that up with you after the call.
Can I turn it off?
Yes. Remove its access in Stripe or QuickBooks and the agent stops right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.