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IntegrationsPayments and spend

AI for Stripe that knows the rest of your business

Stripe holds the money coming in and going out. Liaison connects to it with access you grant and reads payments, payouts, refunds and card spend, and ties every dollar back to the customer, the invoice and the books.

Because it reads Stripe together with your books, your CRM and your store, an answer about the money coming in and going out comes with the rest of the picture. You keep Stripe; nothing is replaced or re-entered.

What Liaison does with Stripe

  • Matches payouts to deposits in your accounting system and lists every gap.
  • Follows up on failed payments with the customer, from your account, in your voice.
  • Finds paused and cancelled subscriptions and the revenue behind them before you ask.
  • Never moves money on its own: a refund, a transfer or a payment waits for your yes.

Questions it answers across Stripe and your other tools

  • “Which payments failed this week, and has anyone followed up with those customers?”
  • “Do the payouts this month match the deposits in the books?”
  • “Which subscriptions paused or cancelled, and what were they worth?”
  • “Where did company card spend go up this month, and who approved it?”

What it reads in Stripe

19 kinds of Stripe data Liaison can read on its own, every time it answers a question or does a job.

  • List Balance HistoryList all balance transactions
  • List CustomersFind or list customers
  • List InvoicesFind or list invoices
  • List Payment IntentsRetrieves a list of payment intents that were previously created
  • List PayoutsFind or list payouts
  • List RefundsFind or list refunds
  • Retrieve a Checkout Session
  • Retrieve a CustomerRetrieves the details of an existing customer
  • Retrieve a Payment IntentRetrieves the details of a payment intent that was previously created
  • Retrieve a PayoutRetrieves the details of an existing payout
  • Retrieve a PriceRetrieves the details of an existing product price
  • Retrieve a RefundRetrieves the details of an existing refund
  • Retrieve an InvoiceRetrieves the details of an existing invoice
  • Retrieve Checkout Session Line Items
  • Retrieve Invoice Line ItemRetrieve a single line item on an invoice
  • Retrieve Product
  • Retrieve the Current BalanceRetrieves the current account balance, based on the authentication that was used to make the request
  • Search CustomersSearch customers by various attributes like email domain, created date, etc
  • Search SubscriptionsSearch for subscriptions

What it can do in Stripe

28 actions Liaison can take in Stripe. It does the ones you have approved, in your voice; anything that moves money waits for your yes.

  • Cancel A Payment IntentCancel a PaymentIntent
  • Cancel Or Reverse A PayoutCancel a pending payout or reverse a paid payout
  • Cancel SubscriptionCancel a subscription
  • Capture a Payment IntentCapture the funds of an existing uncaptured payment intent
  • Confirm A Payment IntentConfirm that your customer intends to pay with current or provided payment method
  • Create a Customer
  • Create a Payment Intent
  • Create a Payout
  • Create A Refund
  • Create Billing MeterCreates a billing meter
  • Create InvoiceCreate an invoice
  • Create Invoice Line ItemAdd a line item to an invoice
  • Create PriceCreates a new price for an existing product
  • Create Product
  • Create SubscriptionCreate a subscription
  • Delete a Customer
  • Delete Invoice Line ItemDelete a line item from an invoice
  • Delete Or Void InvoiceDelete a draft invoice, or void a non-draft or subscription invoice
  • Finalize Draft InvoiceFinalize a draft invoice
  • Send Invoice
  • Update a Customer
  • Update a Payment Intent
  • Update a PayoutUpdate the metadata on a payout
  • Update a RefundUpdate the metadata on a refund
  • Update InvoiceUpdate an invoice
  • Update Invoice Line ItemUpdate an invoice line item
  • Void InvoiceVoid an invoice
  • Write Off InvoiceMark an invoice as uncollectible
Liaison Professional · $629 a month

Liaison in Stripe, set up with you, for $629 a month.

  • Connects to Stripe with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
  • Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
  • Answers a question about Stripe with the rest of the picture: the customer, the invoice, the thread, the calendar.

On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.

“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner

$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.

Liaison, on its own at 8:02 AM: Morning, Sam. Payroll runs Friday, $57,300. You are covered. $81,200 available Friday from the QuickBooks checking balance, Friday’s Stripe payout and the Gusto payroll run.

Questions

Does Liaison replace Stripe?

No. You keep Stripe exactly as it is. Liaison connects to it, reads it together with your books, your CRM and your store, and does the work in it the way a person on your team would.

How does Liaison connect to Stripe?

With access you grant from your own Stripe account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.

Can Liaison act in Stripe without asking?

It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.

What does it cost?

Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.

See it on your own business.

Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.

Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.