AI Agent for Financial Tracking
Get a Clear View of Your Finances with AI Agents
Your financial data can now organize and report itself. Assista’s AI agents work with Stripe and Google Sheets to automatically track payments, log transactions, and create real-time financial dashboards, giving you a clear and up-to-date view of your business.
For busy founders and solopreneurs, keeping on top of finances is a critical but often time-consuming task. Manually exporting transaction data, logging payments, and updating spreadsheets is a repetitive process that is prone to errors and can take you away from your core business activities.
Automate Financial Tracking Without Writing Code
With Assista, you can build powerful financial automations in minutes using simple, natural language. You don’t need any technical expertise. Just tell your AI agent how you want to track your finances, and it will connect Stripe and Google Sheets to create powerful, automated workflows.
Why Should You Automate Financial Tracking with Assista?
- Log Every Transaction, Instantly: Your AI agent can monitor your Stripe account for new activity. When a new payment is received or a refund is issued, your agent can automatically log the details in a new row in Google Sheets, creating a perfect, real-time ledger of all your transactions.
- Create Real-Time Financial Dashboards: Eliminate the manual work of creating financial reports. Your agent can feed live data from Stripe directly into your Google Sheets, allowing you to build dashboards that are always up-to-date with your latest revenue and sales figures.
- Connect Your Entire Financial Workflow: Assista acts as the bridge between your payment processor and your other business tools. You can create workflows where a new Stripe payment updates your Google Sheets ledger, and then sends a notification to your team's communication channel, keeping everyone informed.
Ready to build a smarter, more automated financial tracking system? Getting started is simpler than you think. We have prepared several ready-to-use automations designed specifically for tracking your Stripe payments in Google Sheets.
Templates with this integration
Search Stripe for successful charges from the last 24 hours. For each charge, add a new row to the '[Sales Tracker]' Google Sheet with the amount, customer email, and date.
Find all new customers created in Stripe in the last 24 hours. For each new customer, add their email and name to a new row in the '[New Customer Log]' Google Sheet.
Get all successful charges from Stripe in the last 24 hours. Calculate the total revenue and the number of transactions, then append a new row to the '[Daily Sales Summary]' Google Sheet with today's date, total revenue, and transaction count.
Check Stripe for any new disputes created in the last 24 hours. For each dispute, add a row to the '[Dispute Tracker]' Google Sheet with the transaction amount, customer email, and dispute reason.
Find all refunds issued in Stripe in the last 24 hours. For each, add a new row to the '[Refunds Log]' Google Sheet with the original charge amount, refund amount, and customer email.
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