Payments
Stripe
Connect your AI to Stripe
Finance teams reconcile payouts, support agents piece together billing histories, and account managers ask for payment details they cannot access themselves. AI can bridge those gaps, but only if it governs who sees what and logs every action it takes.
Why it matters
Capabilities that matter most for Stripe
01
Reconcile Stripe to the ledger
Joined and comparison lists put Stripe charges, payouts and invoices next to your ERP, so reconciliation is a list rather than a spreadsheet.
02
Nearly 50 ready-made API endpoints
Install Stripe endpoints and lookups from the app store, so customers, subscriptions and invoices are reachable by email or id straight away.
03
Governed AI over payments
AI tools answer within per-user and per-team security and redact card and customer details a role should not see.
Use cases
Example AI Use Cases for Stripe
scenario
-
Billing starts in Stripe, but the customer also needs to exist in Dynamics 365 Business Central before you can invoice or report on them there. Copying details across by hand invites duplicates when the same company already exists under a slightly different name or email.
What popdock provides
--
Give a Stripe customer ID or email, and it reads the Stripe customer, then checks Dynamics 365 Business Central by email and then by name. If a match exists it reports it and stops, never updating it. Otherwise it shows the exact name, email, phone and address it will send, lets Business Central assign the number, and asks about currency only when it differs. Nothing is created until you confirm, the customer is created once and read back, and nothing is written to Stripe.
Business outcome
---
Stripe customers appear in Business Central once, with no duplicates and no surprise edits to existing records.
scenario
-
Mirroring a Stripe invoice in Dynamics 365 Business Central means finding the customer, re-entering each line against the right revenue account, and making sure the same invoice has not been entered already. Tax is then calculated differently in each system, so totals rarely agree on the first try.
What popdock provides
--
Give the Stripe invoice and a revenue account, and it skips drafts and voids, checks Dynamics 365 Business Central for the Stripe number on existing invoices, and stops if it finds one. It finds the customer by email and plans one account line per Stripe line. You see the header and lines against the Stripe total, and nothing is created until you confirm. The invoice is left unposted, totals are compared afterwards, and a difference is explained, usually tax, rather than lines being changed. A failure partway stops and reports. Nothing is written to Stripe.
Business outcome
---
Stripe invoices land in Business Central once, as drafts you can review and post, with totals checked.
scenario
-
Stripe pays out in lump sums that arrive a few days after the sales, net of fees, so matching them to entries on the bank account in Dynamics 365 Business Central is a monthly chore. Missing deposits, duplicate postings and unrecorded fees all hide in the gap.
What popdock provides
--
Name the bank account and a date range, and it reads paid Stripe payouts and looks for each on that account in Dynamics 365 Business Central by exact amount, a few days either side of arrival. Entries mentioning Stripe or the payout are preferred, ambiguous ones are listed as possible duplicates, and no entry is used twice. You also get failed payouts and the period's Stripe fees per currency for expensing. It warns if the account looks wrong and reads only.
Business outcome
---
Stripe deposits reconcile to the bank account in minutes, with missing payouts and fees ready to post.
scenario
-
Customers created in Stripe and in Dynamics 365 Business Central drift apart: some exist only in one system, some are spelled differently, and some share an email with a duplicate. Comparing two long customer lists by hand is tedious and easy to get wrong.
What popdock provides
--
Optionally narrow by name, and it matches Stripe customers to Dynamics 365 Business Central by email, then by exact name, marking name-only matches as weaker and never matching on part of a name. You get four tables: matched, recorded differently, Stripe only and Business Central only, with duplicates flagged. If a side is empty or hits its record limit, it says so instead of guessing. It reads only and points you to a separate job to create missing customers.
Business outcome
---
Customer lists in billing and the ERP agree, with every gap and duplicate in plain view.
scenario
-
Stripe invoices should each have a posted invoice in Dynamics 365 Business Central with the same amount and payment status. When they disagree, collections chase paid customers or cash goes unapplied. Matching by hand is slow when some invoices were entered without the Stripe number.
What popdock provides
--
Give a date range, and it reads paid and open Stripe invoices and finds each in Dynamics 365 Business Central by Stripe number, falling back to the customer and an exact amount within five days, marked as matched by amount. It flags amount differences above one cent, invoices paid in one system but open in the other, and invoices found only in Stripe. Currency differences are flagged only when clear. Totals come per currency, and it warns when a read is partial. Customers are never created or edited on either side.
Business outcome
---
Payment status mismatches surface before they cause wrong collection calls or unapplied cash.
scenario
-
Refunds and credit notes issued in Stripe need matching credit memos in Dynamics 365 Business Central. Because one refund can sit behind a credit note, it is easy to count the same event twice, and refunds handled by reversing the invoice look like errors when they are not.
What popdock provides
--
Give a date range, and it reads issued Stripe credit notes and refunds, dropping refunds already covered by a credit note so nothing is counted twice. Each is looked up in Dynamics 365 Business Central by reference, then by customer and exact amount within five days, marked as matched by amount. Pending or failed refunds are listed separately, and fraudulent or duplicate refunds are noted as possibly reversed instead. Totals come per currency, and nothing is created or changed.
Business outcome
---
Every Stripe refund is accounted for in Business Central, without double counting or false alarms.
scenario
-
A customer's billing story is split between Dynamics 365 Business Central, where their invoices and balance sit, and Stripe, where subscriptions, failed charges and saved cards live. Before a call about money, pulling both together takes several logins and searches.
What popdock provides
--
Give a customer number, email or name, and it finds the customer in Dynamics 365 Business Central, asking if several match, and lists open invoices with overdue ones marked. It then finds them in Stripe by email or name and shows subscriptions, open invoices, failed charges, cards expiring within 60 days and the next invoice. A short attention list names what needs action. Amounts carry their currency, differing names are both shown, and nothing is changed.
Business outcome
---
You handle billing conversations with the full picture across both systems, and know what needs fixing.
scenario
-
A Stripe dispute does more than freeze a payment. If it is lost, an invoice that looked paid in Dynamics 365 Business Central reopens. Tracing each dispute through its charge and invoice to the customer and receivable at risk, while watching evidence deadlines, is easy to let slip.
What popdock provides
--
Optionally filter by status, and it lists Stripe disputes still in progress and traces each through its charge and invoice to the Dynamics 365 Business Central invoice and customer, finding the customer by email when there is no invoice. One table sorted by evidence deadline shows amount, reason, evidence status and the open balance. A summary gives totals per currency and how many are due within seven days, and flags invoices shown as fully paid that a loss would reopen. The report leaves every record as it was.
Business outcome
---
No dispute deadline is missed, and finance knows which paid invoices could reopen.
scenario
-
Customers who sign up and pay through Stripe often never get a customer record in Dynamics GP, so invoices and reporting fall behind. Creating them by hand means checking GP for each name, inventing an ID that fits, and remembering to add the email separately.
What popdock provides
--
Give a start date, and optionally a GP customer class, and it reads Stripe customers created since then and checks Dynamics GP by name and email. A matching email means the customer exists, and a name match with a different email is listed as a possible duplicate and never created. For the rest it proposes an unused GP ID and shows the details, and nothing is created until you confirm which rows to add. Each customer is created and then given its email address, and the report shows any row that failed.
Business outcome
---
New Stripe customers appear in Dynamics GP without duplicates, ready to invoice and report on.
scenario
-
A customer who is delinquent in Stripe or has opened a chargeback can still look fine in Dynamics GP, so collections and sales carry on as normal. Passing those signals across means checking Stripe, matching each person to a GP customer and writing a note by hand.
What popdock provides
--
Give a date, and it reads delinquent Stripe customers and disputes opened since then that are still undecided, with amount, reason and evidence due date. Each customer is matched to a Dynamics GP customer only when the email agrees, and uncertain ones are shown as unmatched. You see GP balance, hold status and the exact note text, and nothing is written until you confirm which rows to add. Notes are appended, never overwriting existing ones, and no customer is put on hold.
Business outcome
---
Collections and sales see Stripe payment risk on the GP customer record before they extend more credit.
scenario
-
Stripe pays out in lump sums after fees, so each bank deposit in Dynamics GP has to be matched to a payout by amount and date. When several payouts share an amount or a deposit was recorded a few days late, matching by hand gets confusing and some payouts are never recorded.
What popdock provides
--
Give a date range, and optionally a checkbook, and it reads paid Stripe payouts that arrived in the range. Each is looked for in Dynamics GP bank deposits by exact amount within three days, then in bank transactions, including by payout ID in the description. Each payout matches at most one GP record, ties are paired by nearest date, and amount-only matches outside the window are listed as possible. Currency differences are reported, unmatched payouts are listed for recording, and nothing is changed.
Business outcome
---
Every Stripe payout is tied to a GP deposit or listed for recording, keeping cash reconciliations complete.
scenario
-
Getting Stripe invoices into Dynamics GP receivables means exporting from Stripe, checking each number against GP so nothing goes in twice, and finding the right GP customer for every invoice. Pick the wrong customer or miss one already keyed and the receivables ledger is wrong until someone spots it.
What popdock provides
--
Give a date range and a GP batch, and it reads the finalized Stripe invoices for that period and skips any whose number Dynamics GP already holds. Each remaining invoice is matched to a GP customer by name and email, and anything with no single clear match is held back rather than guessed. You see a table of what will be posted and nothing is written until you confirm, then each confirmed invoice goes into the batch once. Invoices in another currency or with numbers too long for GP are reported, not posted.
Business outcome
---
Stripe billing reaches Dynamics GP receivables without duplicates or misassigned customers, ready for you to post the batch.
scenario
-
Keeping customer records in step between Dynamics GP and Stripe means searching Stripe for each GP customer, deciding whether a name match is really the same company, and comparing balances by hand. Customers missing from one side and balances that quietly drift apart go unnoticed for months.
What popdock provides
--
Name the GP company, and optionally a customer class, and it looks up each active Dynamics GP customer in Stripe by email first and by name only when there is no email match. Names that match several Stripe customers are listed as ambiguous instead of picked. For every match it totals the open Stripe invoices and sets that against the GP balance, noting differences of any size and which are under 1.00. Nothing is changed in either system.
Business outcome
---
You see which customers exist in only one system and whose balances disagree, with email matches kept separate from guesses.
scenario
-
Reconciling Stripe invoices with Dynamics GP receivables means hunting each invoice by number, then by PO number, then by customer and amount when the number was keyed differently. The ones that really matter, paid in Stripe but still open in GP, are buried among hundreds of rows that agree.
What popdock provides
--
Give a date range and it reads every finalized Stripe invoice in it, then looks for each one in Dynamics GP by invoice number, then customer PO number, then customer, date and exact amount. A fallback match counts only when exactly one GP document fits, and it is labelled as probable. Totals and outstanding balances are compared, currency mismatches and amounts out by a factor of 100 are called out separately, and invoices paid in one system but open in the other get their own group. Nothing in Dynamics GP or Stripe is changed.
Business outcome
---
Month-end receivables reconciliation shrinks to a short list of invoices someone actually needs to act on.
scenario
-
Every Stripe refund and lost dispute should have a credit memo or return in Dynamics GP, but they are recorded by different people at different times. Checking means tracing each refund back to its original invoice and then searching GP for the matching credit, and a missed one leaves receivables overstated.
What popdock provides
--
Give a date range and it reads the successful Stripe refunds and lost disputes in it, then follows each back through its charge to the original Stripe invoice number. It looks in Dynamics GP for credits and returns applied to that invoice, and falls back to customer, date and the refund amount when there is no invoice link, saying when it did. Partial refunds are compared to the refund amount, never the invoice total. Open disputes are counted but not chased, and nothing in GP is changed.
Business outcome
---
Refunds and lost disputes missing from Dynamics GP surface with their amounts, so receivables stay accurate at close.
scenario
-
When a customer calls about their account, the answer is split between Dynamics GP and Stripe. You check the GP balance, credit limit and hold status, then switch to Stripe for subscriptions, open invoices, failed charges and disputes, and it is easy to miss that GP has them on hold while Stripe keeps billing.
What popdock provides
--
Give a GP customer ID, an email or a name, and it finds the customer in Dynamics GP and in Stripe, stopping to list candidates if more than one matches on either side. It gathers the GP balance, credit limit and open documents alongside Stripe subscriptions, open invoices, failed charges from the last 90 days and disputes. The report ends with the points where the two systems disagree. If the customer exists in only one system it says so plainly. It reads from Dynamics GP and Stripe but writes nothing back.
Business outcome
---
You get one account picture across both systems before you talk to the customer, with conflicts spelled out.
scenario
-
Each month someone has to total Stripe processing fees and book them in Sage Intacct as a journal entry. The fees are spread across thousands of balance transactions, and without a check it is easy to book the same month twice or post to an account that does not take journal entries.
What popdock provides
--
Name the month, and it totals Stripe fees from the balance transactions per currency and by type. You choose the expense and clearing accounts from Sage Intacct, which are checked to be active and open to journal entries, and it is never picked for you. It checks for an entry already booked for that month or Stripe fees already on the account, then shows the balanced entry and waits for your approval. The entry is created once and read back with both lines.
Business outcome
---
Stripe fees are booked once a month to the right accounts, with no double entries to reverse later.
scenario
-
New customers sign up through Stripe every week, and someone has to set each one up in Sage Intacct before they can be invoiced or reported on. Retyping names and addresses is slow, and a slightly different spelling creates a duplicate customer.
What popdock provides
--
Choose a start date, and optionally a name filter and payment term, and it lists new Stripe customers and checks each against Sage Intacct by email and by name, ignoring case, punctuation and suffixes such as Inc or LLC. Close but unequal names are shown as possible matches and never created. You approve all, some or none, and only approved customers are created, each read back to confirm. It stops rather than proposing everyone if Intacct returns nothing, which usually means the wrong company.
Business outcome
---
Stripe sign-ups become ledger customers in one approved batch, without duplicates to merge later.
scenario
-
Stripe pays out in lump sums net of fees, sometimes combining several days, so matching payouts to Sage Intacct bank deposits by hand is fiddly. A failed payout that was still recorded as a deposit means your books show money that never arrived.
What popdock provides
--
Give a date range, and it confirms which Sage Intacct bank account Stripe pays into, asking you when there is more than one. Paid and in-transit Stripe payouts are matched to deposits by exact amount and a date window, then to other receipts and to deposits that combine two or three payouts. You get matched pairs, payouts with no record, deposits with no payout, and failed or canceled payouts, flagged if one was deposited anyway. It only reads.
Business outcome
---
Every Stripe payout is accounted for in the bank, and deposits recording money that never came are caught.
scenario
-
Customers set up in Stripe often never make it into Sage Intacct, or their name, email and address drift apart over time. A customer who is behind in Stripe may look fine in Intacct. Checking by eye across two systems misses most of it.
What popdock provides
--
Choose a start date, and optionally a name filter, and it matches Stripe customers to Sage Intacct by email, then by name ignoring case, punctuation and company suffixes. Close names and same-domain emails are listed for a person to decide rather than treated as matches. For matched pairs it shows differences in email, city, state and country, and puts Intacct balance and status next to customers Stripe marks as delinquent. It is read-only and stops if Intacct returns nothing.
Business outcome
---
Your customer records agree across billing and accounting, and customers falling behind in Stripe are visible in finance.
scenario
-
When invoices live in both Stripe and Sage Intacct, a payment collected in Stripe may never be applied in Intacct, leaving a customer chased for money already paid. Finding those cases means matching invoices by number, amount and date across two exports.
What popdock provides
--
Give a date range, and optionally a customer, and it reads Stripe and Sage Intacct invoices, matching by invoice or reference number and, only if no numbers line up, by customer, amount and date, labelled as inferred. Invoices paid in Stripe but still due in Intacct come first, then the reverse, uncollectible invoices still due, and amount differences. Invoices on one side only are listed, and different currencies are never matched. It only reads and says when results are capped.
Business outcome
---
Customers are never chased for invoices they already paid, because unapplied payments are found before statements go out.
scenario
-
Refunds, credit notes and lost disputes in Stripe all reduce what customers owe, but each one has to be recorded in Sage Intacct by hand. The ones that slip through leave receivables overstated, and tracing them back to invoices takes ages.
What popdock provides
--
Give a date range, and it reads issued Stripe credit notes, successful refunds and lost disputes, counting a refund behind a credit note only once, and finds the invoice number behind each. It matches them to Sage Intacct AR adjustments by invoice number and amount, then by customer, amount and date, labelled inferred, and finally looks for a matching ledger entry. Open disputes are left out because no money is lost yet. It reports what is missing by type and changes nothing.
Business outcome
---
Every refund and lost dispute is reflected in receivables, so your AR balance matches the money actually returned.
scenario
-
Answering a simple question about a customer often means opening Sage Intacct for invoices and payments and Stripe for subscriptions, failed charges and disputes. Problems that show up on only one side, such as a paid invoice still due in the ledger, get missed.
What popdock provides
--
Name the customer or an email, and it finds them in Stripe and Sage Intacct, preferring a matching email and listing candidates rather than guessing. You get the Intacct balance, credit limit, open and past-due invoices and recent payments, next to Stripe subscriptions, open invoices, failed or disputed charges and open disputes. A needs attention list covers overdue balances, delinquency, subscriptions set to cancel and invoices paid in Stripe but due in Intacct. Nothing is changed in either system.
Business outcome
---
You see a customer's whole billing picture on one page and know exactly what needs attention first.
scenario
-
Each successful Stripe charge should become a payment on the matching Rillet invoice, but matching charges to invoices, allowing for partial refunds and avoiding payments already recorded is fiddly work. One double posting or overpayment and the customer's balance is wrong.
What popdock provides
--
Pick a date range and a deposit account, and it confirms the account exists in Rillet, then reads successful Stripe charges linked to invoices, net of anything refunded. Each is matched to a Rillet invoice by exact invoice number. Charges with no Rillet invoice, already paid invoices, overpayments and payments already recorded that day for the same amount are listed and skipped. You preview every payment and nothing is written until you confirm, then each is recorded and read back. If one fails it stops and reports exactly what was recorded.
Business outcome
---
Stripe cash lands on the right Rillet invoices once, with overpayments and duplicates caught before posting.
scenario
-
Invoices raised in Stripe do not always reach Rillet, and recreating them by hand means matching the customer, mapping every line to a Rillet product, carrying service periods across and fitting the line limit. One loose match and you record an invoice twice or against the wrong customer.
What popdock provides
--
Pick a date range and choose whether Rillet should track the receivable or the revenue, and it reads open and paid Stripe invoices and drops any whose number already exists in Rillet, using exact matches only. Customers are matched by email or exact name and products by exact name, and invoices without a clear match are listed as needing a customer or product rather than created. You preview each invoice with its lines and service periods and can confirm a subset. Each is recorded once as an external invoice linked to Stripe, then read back.
Business outcome
---
Missing Stripe invoices reach Rillet with the right customer, products and service periods, and nothing is recorded twice.
scenario
-
Stripe takes its fees before paying out, so they never arrive as bills in Rillet. Booking them means totalling fees across balance transactions per currency, allowing for fee refunds, and making sure the same period is not booked twice.
What popdock provides
--
Pick a period and the fee and clearing accounts, and it checks both accounts exist and that an entry for the same period has not already been booked. It totals Stripe fees per currency from balance transactions, counting fee refunds as reductions, and shows where the fees came from by transaction type. You preview one balanced journal entry per currency, and nothing is booked until you confirm. Each entry is then read back with its ID.
Business outcome
---
Stripe processing fees reach your books every period as balanced entries, and no period is ever booked twice.
scenario
-
MRR in Rillet should match what customers are actually subscribed to in Stripe, but comparing them means converting yearly, weekly and daily prices to monthly values, multiplying by quantity and matching customers across systems. Differences stay hidden until they show up in board numbers.
What popdock provides
--
Pick a month, and optionally a customer name, and it reads Rillet MRR and the active and past due Stripe subscriptions with their items. Each item is converted to a monthly value, metered items are left out and counted, and customers are matched by email, then exact name. You get each customer's Rillet MRR beside their Stripe monthly value, largest difference first with gaps over 1 percent flagged, plus customers found in only one system. It warns when the month is not current, since Stripe shows today, and changes nothing.
Business outcome
---
You catch MRR that does not match real subscriptions before it reaches a board deck or an investor update.
scenario
-
Customers in Stripe and Rillet should line up, but emails change, names are typed differently and duplicates creep in. Without a regular check, payments and invoices end up matched to the wrong customer or to no one at all, and the mistakes surface only when a customer disputes a balance.
What popdock provides
--
Optionally filter by name or creation date, and it reads Stripe customers and every Rillet customer with their emails. Customers are matched by email first, then exact name, and name-only matches are reported separately with both emails side by side, since those are the likeliest to be wrong. Partial names are never treated as matches, only listed as possible ones. You get customers in only one system, duplicates on either side and a count of email matches. It is read-only.
Business outcome
---
Billing and accounting share one clean customer list, with risky name-only matches flagged before they misdirect payments.
scenario
-
Every Stripe invoice should exist in Rillet with the same total, currency and status. Checking means matching numbers across two lists, comparing balances and catching invoices paid in one system but open in the other, which is slow and easy to get wrong.
What popdock provides
--
Pick a date range and it reads non-draft Stripe invoices and the full set of Rillet invoices. Invoices match on exact number, and a probable match by customer, amount and date is offered only when there is no exact one, and never reported as confirmed. For each match it compares total, currency and open balance and flags invoices paid in one system but open in the other. You get missing invoices, disagreements, probable matches to confirm and Rillet invoices with no Stripe counterpart. It changes nothing.
Business outcome
---
You know exactly which Stripe invoices are missing or wrong in Rillet, with uncertain matches left for you to confirm.
scenario
-
A Stripe refund or a lost dispute should be matched by a credit memo in Rillet, but tracing each one back through its charge and invoice is slow. Unbooked refunds overstate revenue, and dispute evidence deadlines slip by while nobody is looking.
What popdock provides
--
Choose a lookback, 30 days by default, and it reads Stripe refunds and disputes and traces each through its charge to the invoice, then to the matching Rillet invoice by exact number and its credit memos. Refunds with no credit memo, or a memo for a different amount, are flagged, as are lost disputes with no memo. Open disputes with evidence due within 7 days come first. Charges not tied to an invoice and invoices missing from Rillet are listed separately, and nothing is booked.
Business outcome
---
Refunds and lost disputes are reflected in your books, and no dispute deadline passes unnoticed.
scenario
-
Chasing overdue invoices works better when you know why a customer has not paid. A failed card, an expired payment method or a past due subscription needs a different response than silence, but that detail sits in Stripe while the overdue balance sits in Rillet.
What popdock provides
--
Optionally filter by customer name and minimum amount, and it totals overdue Rillet invoices per customer and finds each one in Stripe by email, then by name. For each match it reads delinquency, balance, failed charges in the last 90 days with the latest reason, cards expired or expiring within 30 days, and past due subscriptions. You get one row per customer, largest balance first, with a suggested next action such as asking for a new card or retrying the payment. Customers not in Stripe are listed at the end, and nothing is charged or changed.
Business outcome
---
Collections chases the right customers the right way, starting with the largest balances and the clearest fix.
scenario
-
Sales teams keep pushing HubSpot deals with customers whose Stripe payments are failing or whose invoices are overdue, because billing problems live in Stripe and nobody looks there. Finding them means exporting failed charges, matching emails to HubSpot contacts and companies, then checking each one for open deals.
What popdock provides
--
Give a lookback period, and it collects failed Stripe charges and overdue open invoices and groups them by customer email. Each email is matched to a HubSpot contact, or to a company by email domain, never by name alone, and the company is checked for open deals. You get a list sorted by open deal amount showing the failure reason, the overdue amount and the deal owner, with recovered payments shown as recovered and unmatched customers listed separately. Nothing is changed in either system.
Business outcome
---
Sales sees payment problems before pushing a deal, so expansion talks start with billing sorted.
scenario
-
Account owners in Salesforce rarely hear that a customer's Stripe payment failed or an invoice is past due until finance escalates it. Spotting the overlap means pulling failed charges from Stripe, matching each email to a Salesforce contact and checking the account for open opportunities, one customer at a time.
What popdock provides
--
Give a lookback period, and optionally a minimum deal size, and it collects failed Stripe charges and past-due invoices and groups them by customer email. Each email is matched to a Salesforce contact, and the account is checked for open opportunities. You get a list sorted by open opportunity amount with the failure reasons, open invoice amounts and the account owner, plus customers in Stripe that are not in Salesforce. Amounts in different currencies are never added together, and nothing is changed in either system.
Business outcome
---
Account owners act on payment failures before their deals move, instead of finding out from finance later.
scenario
-
A renewal opportunity in Salesforce can look healthy while the customer's Stripe subscription is past due, set to cancel or under dispute. Reps only find out by asking finance or logging into Stripe, and the signals never make it onto the opportunity where the team can see them.
What popdock provides
--
Name an open opportunity, and it matches the account's contact emails to Stripe customers and reads their subscriptions, open invoices and disputes for churn signals. If the account is not billed in Stripe or shows no signals, it stops without writing. Otherwise you see the current and proposed next step, and nothing is written until you confirm. It then updates only the next step on the opportunity, keeping any existing text after the risk note, and reads the stored value back.
Business outcome
---
Churn signals from billing sit on the Salesforce opportunity where the deal team plans the renewal.
scenario
-
Deals marked closed won in HubSpot do not always turn into a Stripe subscription, and some are billed for a different amount than was sold. Finding the gaps means listing recent wins, looking up each buyer in Stripe by email and comparing subscriptions with deal amounts, which usually waits until revenue does not reconcile.
What popdock provides
--
Give a lookback period, and optionally a pipeline, and it reads the closed won stages and recent closed won deals in HubSpot, then each deal's company domain and contact emails. Buyers are matched to Stripe customers by email and domain only, never by company name. Deals are grouped as no Stripe customer, customer but no live subscription, or billed for more than 10 percent away from the deal amount, with very recent deals marked as possibly not billed yet. Nothing is changed in either system.
Business outcome
---
Nothing sold in HubSpot goes unbilled in Stripe, and billing mismatches are caught within weeks of the sale.
scenario
-
Before a renewal or account call, the HubSpot owner needs to know what the company actually pays in Stripe and whether billing is healthy. That means searching Stripe for each contact email, adding up subscription items into monthly revenue and checking for past due payments, by hand and across currencies.
What popdock provides
--
Name a HubSpot company or its domain, and it reads the company, its contacts and open deals, then finds its Stripe customers by email domain and contact emails. Each subscription is listed with its status, period end and monthly recurring revenue, totaled per currency without mixing currencies. You get the company owner and lifecycle stage, open deals, and a one-line verdict of healthy, at risk or not billing. Nothing is changed in either system.
Business outcome
---
Account owners walk into every call knowing the company's real recurring revenue and billing health.
scenario
-
When a contact gets in touch, the person answering sees their HubSpot record but not their Stripe billing, so questions about invoices, failed cards or refunds mean asking finance or logging into Stripe and searching by email.
What popdock provides
--
Give an email address, and it reads the HubSpot contact, their company and open deals, then the matching Stripe customer. You see their subscriptions, open invoices with amounts and due dates, and charges over the lookback period with failures, refunds and disputes counted. Duplicate Stripe customers for the same email are flagged, and anything that needs attention is listed at the end. Nothing is changed in either system.
Business outcome
---
Anyone talking to a customer sees their billing picture in seconds, without a Stripe login.
scenario
-
When a Stripe payment fails or an invoice goes unpaid, the account team in Salesforce should follow up, but the details sit in Stripe. Someone has to summarize what is outstanding, find the right contact and account, and create a task with the invoice links, so it often never happens.
What popdock provides
--
Give the customer's email, and it reads their open invoices and failed charges from the last 30 days in Stripe, stopping if the customer is paid up. It matches the email to a Salesforce contact and shows you the exact task it will create: the amount outstanding per currency, each invoice and failed charge, and the invoice links. Nothing is written until you confirm, then the task is created once on the contact and account and read back.
Business outcome
---
Every failed payment gets a dated follow-up in Salesforce with the details the account owner needs.
scenario
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Account teams working in HubSpot cannot see a company's Stripe billing, so recurring revenue, overdue invoices and pending cancellations stay out of the record. Copying them across means looking up every contact in Stripe, adding up subscriptions and writing the summary by hand.
What popdock provides
--
Name a HubSpot company or its domain, and it finds the company's Stripe customers by domain and contact emails, then reads subscriptions, monthly recurring revenue, open invoices and failed charges from the last 30 days. It drafts a short note with the billing status and shows it to you with the target company, and nothing is written until you confirm. The note is added once to the company, using your edits exactly, and never includes card numbers or full payment details.
Business outcome
---
The HubSpot record carries a dated billing summary everyone on the account can read.
scenario
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Opportunities marked closed won in Salesforce do not always become a Stripe customer or subscription, and the gap is only found when revenue does not reconcile. Checking means listing recent wins, finding each deal's contacts and searching Stripe for every email.
What popdock provides
--
Give a start date, and optionally an owner, and it lists Salesforce opportunities closed won since then and collects the emails of each deal's contact roles, falling back to the account's contacts and saying so. Each email is looked up in Stripe for a customer with an active or trialing subscription created after the close date. You get deals with no Stripe customer, deals with a customer but no new subscription, and a count of billed deals, largest first. Contacts with no email are listed as unverifiable. Nothing is changed in either system.
Business outcome
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Nothing sold in Salesforce goes unbilled in Stripe, and gaps are caught weeks before month end.
scenario
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Before calling a customer, a rep sees their Salesforce contact and deals but not whether their Stripe subscription is past due, an invoice is open or a charge was disputed. Getting that picture means asking finance or logging into Stripe and searching by email.
What popdock provides
--
Give an email address, and it finds the Salesforce contact, or the lead when there is no contact, with the account, owner and open opportunities. It then reads the matching Stripe customer's subscriptions, open invoices and charges over the lookback period, counting failures, refunds and disputes. You see both sides together and one line on what to know before reaching out, with any name mismatch between the systems flagged rather than decided. Nothing is changed in either system.
Business outcome
---
Reps reach out knowing the customer's billing picture, so no call is blindsided by a payment problem.
scenario
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Renewals in Salesforce are forecast on contract dates and rep judgment, while the clearest churn signals, cancellations, past due subscriptions and disputes, sit in Stripe. Combining them means matching every renewing account to its Stripe customers and reading their billing, one account at a time.
What popdock provides
--
Give a window of days, and optionally an owner, and it finds Salesforce contracts ending and renewal opportunities closing in that window. Each account's contact emails are matched to Stripe customers, and their subscriptions, delinquency, open invoices and disputes are read. You get a table ranked high, medium or low churn risk with the renewal date, amount and the signals found, with accounts not billed in Stripe listed last. Nothing is changed in either system.
Business outcome
---
Renewal forecasts reflect real billing risk, so the accounts most likely to churn get attention first.
scenario
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Stripe shows which subscriptions are cancelling, past due or unpaid, but not who owns the customer in HubSpot, when they were last contacted or whether a ticket or deal is open. Pulling that together means matching each at-risk customer to HubSpot by hand.
What popdock provides
--
Give a renewal window and how many accounts to show, and it collects Stripe subscriptions set to cancel, past due or unpaid, plus delinquent customers, scores each customer without double counting and works out monthly recurring revenue. Each customer is matched to a HubSpot contact by email, or a company by domain. You get a ranked list with the HubSpot owner, days since last activity, open tickets and open deals, plus total revenue at risk per currency and customers not found in HubSpot. Nothing is changed in either system.
Business outcome
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The team works the accounts most likely to churn first, with the context to act on each.
scenario
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Salesforce shows an account's deals and contacts, but not what it pays in Stripe. Working out its subscriptions and monthly recurring revenue means searching Stripe for each contact email, adding up subscription items and converting yearly and weekly prices by hand.
What popdock provides
--
Name a Salesforce account, and it collects its contacts' emails and finds the matching Stripe customers, noting contacts with no match. Each subscription is listed with its status, period end and monthly recurring revenue, with yearly, weekly and daily prices brought to a month and totals kept per currency. Open invoices and delinquency are added, and you get a verdict of healthy, at risk or not billed in Stripe. Duplicate Stripe customers are flagged, and nothing is changed in either system.
Business outcome
---
Account owners see exactly what each account pays and whether billing is healthy, without leaving their workflow.
scenario
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A customer exists in both the ERP and the billing system, and finance checks the two records side by side by hand. Names, emails and phone numbers drift apart, and the two balances mean different things, so mismatches go unnoticed and someone has to work out what each number represents.
What popdock provides
--
Give a customer email and PopdockAI finds the customer in NetSuite and in Stripe, and stops with a list of candidates if either system returns more than one. It compares name, email, phone and balance, treating emails case insensitively and phones on digits only. The NetSuite balance is what the customer owes while the Stripe balance is a credit or debit on the account, so both are reported without forcing a match. You get a table of each field with a match or mismatch and the IDs to link the two records. Nothing is created or changed.
Business outcome
---
Finance sees exactly which customer fields disagree between NetSuite and Stripe, with the record IDs needed to fix them.
scenario
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Matching a customer's ERP invoices to their Stripe invoices line by line is slow. A missing invoice, a different total or a payment applied on one side only slips through, and the net amount still outstanding is hard to state with confidence.
What popdock provides
--
Give a customer email and a start date and PopdockAI finds the customer in NetSuite and reads their invoices, then reads the customer's Stripe invoices for the same period. It matches on invoice number first, then on total and date within 3 days, and compares total, amount paid and amount outstanding. You get three lists: matched with differences, only in NetSuite and only in Stripe, ending with the net difference in outstanding. If the customer is not in NetSuite it still lists the Stripe invoices, it reports currency differences instead of comparing them, and it changes nothing.
Business outcome
---
Finance gets the invoices that differ or exist on one side only, with the net outstanding difference, ready to correct.
scenario
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Cash received through Stripe does not always arrive in NetSuite as a customer payment, and checking each charge against the ledger by hand is error prone. Payouts also settle on a different day than the charge, so dates never line up exactly.
What popdock provides
--
Give a customer email and a start date and PopdockAI reads the customer's payments in NetSuite and their Stripe charges, keeping only charges that succeeded. It pairs each payment with a charge of the same net amount, after refunds, dated within 5 days to allow for payout timing. You get matched pairs, Stripe charges with no NetSuite payment which is cash received but unrecorded, and NetSuite payments with no Stripe charge which may have been paid another way, with the total of each group. Failed or uncaptured charges are never counted as cash, and nothing is changed.
Business outcome
---
Finance finds cash received in Stripe but missing from NetSuite, with the amount at stake for each unmatched group.
scenario
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Stripe refunds that never reach the books leave revenue overstated and are usually found only at month end. Checking a customer's refunds and credit notes against NetSuite documents means looking in four places and matching them by eye.
What popdock provides
--
Give a customer email and a start date, with a default of the last 90 days, and PopdockAI reads the customer's Stripe refunds and credit notes, skipping refunds that did not succeed. It reads the NetSuite customer refunds and credit memos for the same customer, and matches by date within 7 days and by document count. Stripe items with no NetSuite document are listed, since the books overstate revenue, and so are NetSuite refunds or credit memos with no Stripe refund. NetSuite refund results carry no amount, so it says amounts could not be compared. Nothing is created or changed.
Business outcome
---
Finance finds Stripe refunds missing from the books before month end, and NetSuite refunds with no Stripe counterpart.
scenario
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Collectors check NetSuite receivables and Stripe separately, so a customer's real exposure is double counted when the same invoice sits in both systems, or understated when a failed charge or dispute is only visible in Stripe. Pulling it together takes several screens.
What popdock provides
--
Give a customer email and PopdockAI reads the customer's NetSuite balance and open receivables, then their open Stripe invoices, delinquent flag, balance and upcoming invoice. It adds the recent failed charges and disputes as risk signals. The answer gives the total outstanding in each system, flags any Stripe invoice number that also appears in NetSuite so it is not counted twice, lists past due items by age and closes with a one line risk read of low, medium or high with the reason. If the customer is in only one system it reports that side only, and nothing is changed.
Business outcome
---
Collections gets one exposure figure with no double counting and a clear risk read for the customer.
scenario
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When a Stripe dispute arrives the clock is running. Someone has to find the charge, the Stripe invoice number, the matching NetSuite invoice and the customer payment, and a wrong match wastes time before the evidence is due.
What popdock provides
--
Give a dispute status, which defaults to needs response, and how many disputes to cover, which defaults to ten. It reads the Stripe disputes, follows each to its charge and invoice, then looks up the matching NetSuite invoice by number and the customer payment by email and amount. One row per dispute is sorted by due date with amount, reason, customer, NetSuite invoice and payment. If the invoice number has no match it tries email and amount and says the match is weaker, and disputes with no match are marked for manual lookup. It states no dispute outcomes, only evidence, and changes nothing in Stripe or NetSuite.
Business outcome
---
Finance sees each open Stripe dispute beside its NetSuite invoice and payment, soonest deadline first, with weak matches marked.
scenario
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A Stripe payout lands in the bank as one amount, but it bundles charges, refunds and fees. Tying it back to customer payments and deposits in NetSuite means breaking it apart by hand, and a gap or an unposted fee is easy to miss.
What popdock provides
--
Give a Stripe payout ID and, optionally, how many days around the arrival date to search NetSuite, which defaults to 7. It reads the payout and breaks it into its balance transactions by type, summing charges, refunds, fees and net and checking that net equals the payout amount. It then looks in NetSuite for customer payments and deposits that match the charges or the payout net. The report shows which charges have a NetSuite payment, whether a deposit matches, and the fee total that may need posting as an expense. If net does not equal the payout it reports the gap instead of forcing a match, and nothing is changed.
Business outcome
---
Finance can tie a Stripe payout to NetSuite payments, deposits and fees, with any gap reported rather than forced.
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