ReviewFlows · B2B SaaS · Subscription administration
From Stripe collection to a booked invoice in Moneybird.
For ReviewFlows: paid subscription invoices automatically moved from Stripe to Moneybird, including the original PDF and payment matching.
Actual screenshot of ReviewFlows' platform. Stripe IDs, Moneybird IDs, amounts, counts and dates have been permanently redacted.
The challenge
Where it got stuck.
ReviewFlows collects its platform's monthly subscriptions through Stripe, but the administration was still fully manual. Each sales invoice had to be downloaded, entered into Moneybird as an external sales invoice and matched to the correct payment. The original PDF also had to be attached by hand every time. With a growing number of subscribers this cost time every month, and missed or duplicate bookings were a real risk.
What we built
How we did it solved.
Automatically retrieving Stripe invoices
The automation retrieves paid sales invoices for monthly Stripe subscriptions. You no longer need to download and transfer them one by one.
External sales invoices in Moneybird
The invoice is automatically created as an external sales invoice in Moneybird, connecting subscription administration with the accounts.
Original Stripe PDF attached
The original sales invoice is downloaded from Stripe and uploaded to the corresponding invoice in Moneybird. The source document stays with the accounting entry.
Matching and processing payments
The invoice is matched to the correct transaction in Moneybird and marked as paid. The invoice, payment and PDF are brought together.
Synchronisation platform
A dedicated platform shows processed invoices and their synchronisation status. You can filter, export as CSV and catch up on earlier invoices from a selected date. Invoices already in Moneybird are skipped.
A clearly defined scope
This integration processes paid Stripe sales invoices. Stripe fees and refunds are not synchronised and must be handled separately. The tool does not replace a review of the complete accounts.
Delivered
- Automatic processing of paid Stripe subscription invoices
- External sales invoices in Moneybird
- Original Stripe PDF attached to the corresponding invoice
- Matching to the correct transaction and payment status
- Synchronisation platform with filters, status and CSV export
- Catch up on earlier invoices without recreating existing ones
Result
Manually downloading, entering and matching subscription invoices has been replaced at ReviewFlows by a single automated flow. The invoice, original PDF and payment status are together in Moneybird, and the subscription administration is straight every month without anything slipping through.
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