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finstory with Stripe
Connect your Stripe account to finstory and report your subscription metrics, such as MRR, ARR and customers, beside your books. Here is how to connect, what finstory reads, and how to disconnect.
What it does
The finstory app for Stripe lets finstory read your Stripe account and load your subscription metrics into your finstory workspace, month by month:
- MRR and ARR, also after discounts, per product, billing interval and customer;
- MRR movements: new, expansion, contraction, churned and currency effects;
- customers: active, new and churned customers, and active customers per product;
- billing: amounts invoiced, payments without an invoice, refunds and failed payments.
The metrics sit beside your accounting data, so a board story can show revenue from the books next to the subscription numbers behind it.
finstory only reads. It never creates, changes or deletes anything in Stripe, and it never moves money.
Before you start
You need:
- a finstory login that is an admin or power user in your company’s workspace;
- a Stripe login with the Administrator role on the Stripe account you want to connect, because only administrators can install apps.
Connect Stripe
- Sign in to finstory at app.finstory.ai.
- Open Reeve and ask it to connect Stripe. Reeve shows a Stripe card.
- Choose Connect. Stripe opens: sign in, pick the Stripe account and approve the finstory app’s permissions.
- Stripe sends you back to finstory. Choose Load on the card to load your metrics.
Came here from the Stripe App Marketplace? Start at step 1: you connect Stripe from finstory.
Settings > Connections in finstory lists the connection afterwards, with its sign-in status. Reconnect signs in to Stripe again; Remove removes the connection.
What finstory reads
The app asks Stripe for read-only access to:
| Stripe data | Why finstory reads it |
|---|---|
| Customers | Business names, to report metrics per customer |
| Subscriptions and their discounts | MRR, ARR, MRR movements and customers per month |
| Prices | The amounts behind MRR |
| Products | Product names, to report MRR and ARR per product |
| Invoices | Amounts invoiced per month, customer and product |
| Charges and refunds | Refunds and failed payments per month, customer and product |
finstory stores the Stripe login encrypted and uses it only to load these metrics into your workspace. See our Privacy Policy for how we handle data.
Disconnect
- In finstory: Settings > Connections, then Remove next to Stripe.
- In Stripe: Settings > Installed apps, then uninstall finstory.
Either way, finstory can no longer read your Stripe account. Metrics already loaded stay in your workspace until they are deleted, or earlier if you ask us.
Help
Email support@finstory.ai.