Management Reporting Package for SaaS Controllers with Stripe
The Problem
The monthly board package for SaaS Finance is 40 slides of hand-built variance analysis, and by the time it's done the data is already stale.
What We Build in Stripe
AI pulls actuals from NetSuite, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Stripe — uses the native API or agent integration so nothing leaves the system of record.
Stripe Integration Approach
Audit your Stripe configuration
We map the specific Stripe objects, custom fields, and workflows the automation needs to touch for your saas finance practice.
Build on the Stripe API or agent
Integration happens inside Stripe — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Stripe with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Stripe instance
30-minute call. We'll look at your actual Stripe setup and show exactly how this workflow fits.