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Use case: Matching Stripe payments with accounting

Companies collecting card payments or subscriptions through Stripe need to know whether revenue in accounting matches what Stripe actually collected and paid out. With Stripe connected as a data source, Conrad compares both sides in one conversation.

2 min read Updated 15. 10. 2026

Who and when

  • Who: controller, accountant of SaaS and e-commerce companies.
  • When: monthly close, subscription revenue check, audit.
  • Data sources: Symfio accounting + Stripe (customers, invoices, payments, subscriptions).

Steps

  1. Connect Stripe: Data sources › Stripe › Continue to sign-in and sign in with your Stripe account (details in Conrad data sources).
  2. In a new conversation enable both Symfio accounting and Stripe under Sources.
  3. Enter the question (templates below).
  4. Verify differences in Symfio Source data and in the Stripe payouts overview.
Selecting Stripe in the Add data source window.
Selecting Stripe in the Add data source window.

Question templates

  • Compare September 2026 revenue on accounts 602 with paid invoices in Stripe for the same period. List differences above CZK 1,000 with invoice number and customer.
  • Which Stripe payouts to the bank account have no matching entry in accounting?
  • How much were Stripe fees in Q3 2026 and are they booked to the right expense account?
  • How does MRR in Stripe compare with subscription revenue in accounting?

Similar: the same procedure works for PayPal, Mercury or Ramp (company card spend).

Use case: In-app support and how-to guidanceConrad can also act as support for working with Symfio. It explains how to do something in the app, warns about common mistakes and links to the relevant guides in the documentation. For problems it… Use case: Monthly commentary on results against the planInstead of comparing the income statement with the budget by hand and writing a commentary for management, ask Conrad for a finished commentary: a summary, an actual-versus-plan table and… Use case: Data quality check and mapping fixBefore the close or a management report, let Conrad go through the accounting data and mapping: it finds unmapped accounts, accounts classified against their name, missing recurring entries and…

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