Revenue reconciliation
Tie Stripe revenue to QuickBooks recognized revenue with an explicit bridge, and turn every unexplained difference into an open item with a next step.
- Install
all-systems-go- Ask
- “Do Stripe and QuickBooks revenue tie out for last month?” or
/revenue-reconciliation - Reads
- Stripe, QuickBooks — read-only, with your own login
- Works best with
- A Finance Brain: this tool reads your definitions first
- Time
- A few minutes per period
What you get
- A headline: matched within $X, or a $Y unexplained gap.
- A reconciliation bridge, from Stripe gross revenue, through each adjustment, to QuickBooks recognized revenue.
- Open items: anything unexplained, each with a suggested next step.
Why the two rarely match on their own
- Timing. Stripe is cash in, while your books may recognize revenue over time. Deferred revenue is the bridge.
- Fees. Stripe nets processing fees out of payouts, but books usually show gross revenue and a separate fee expense.
- Refunds and chargebacks can land in different periods.
- Non-revenue Stripe activity, like transfers, top-ups, and balance adjustments.
- Revenue outside Stripe, like ACH, wires, and invoices paid another way.
Your Finance Brain already knows how your revenue maps and books, so the bridge starts from your mappings instead of rediscovering them each month. It confirms the period and your recognition method before it starts.
Try asking
Show me the bridge from Stripe gross revenue to QuickBooks recognized revenue.
Install
You'll need Claude Cowork (the Cowork tab in the Claude desktop app, on a Pro, Max, Team, or Enterprise plan). Everything installs from inside Cowork — no command line.
- Add the airCFO marketplace (once — skip this if you've installed any airCFO tool before): click Customize in the left sidebar, then Browse plugins → Personal → + → Add marketplace from GitHub, and enter
https://github.com/aircfo/claude-startup-finance - Install
all-systems-go. Already installed? Click Update on the marketplace instead, so you have the latest version. - Connect QuickBooks in Claude's connector settings, read-only, with your own login, using the vendor's own connector (Intuit's, for QuickBooks). Not connected? The tool asks for the export it needs instead.
- Work from your Finance Brain if you have one: open the folder with Work in a folder so the tool reads your definitions. No Finance Brain yet? Download the free starter kit.
- Ask:
Do Stripe and QuickBooks revenue tie out for last month?
Missing one of the systems above? The tool still runs. Whatever it couldn't read shows up as an open question, never a guess.