Reconcile Monthly Revenue Without Manual Reports
Notis pulls every charge from last month and sends it to your accountant, spreadsheet, or email. No Stripe log-digging needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Charges
View charges, typically ordered from newest to oldest.
Why this helps
Month-end comes, and you have to log into Stripe, filter charges, export them, send to your accountant, and verify everything matches your records. Hours of busy work.
- Accounting faster every month
- Clear revenue audit trail
- Less manual data entry
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis.
- 2Create automation: 'On the first of every month, retrieve all charges from the previous month and send them to my email (or share with my accountant).'
- 3Specify the recipient email if forwarding to an accountant.
- 4When the first report arrives, verify it matches your records and adjust the format if needed.
Questions about this workflow
Can I customize the date range?
Yes. Tell Notis to retrieve charges from any period: last month, quarter, or custom dates.
What format does the report come in?
Notis sends it as text in email or Slack by default. You can ask Notis to format it as CSV if you need a spreadsheet.
Does this include refunds and failed charges?
Notis can filter by charge status. Tell it to include only successful charges, or show all for full transparency.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Stripe. A trigger fires from one place; an action lands in another.
Airtable triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Schedule a customer’s active subscription to end when the current billing period finishes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Accept quote
Accepts a quote, creating an invoice, subscription, or subscription schedule as configured.
Base Metadata Changed
Fires when a base's name or permission level changes.
Confirm payment intent
Confirm a customer’s intent to pay and start a payment attempt.
Base Schema Changed
Fires when tables, fields, or views change in a base.
Activate billing alert
Reactivates a billing alert so it can trigger and send notifications again.
User Profile Changed
Fires when the connected user's profile changes.
Create Customer
Create a new customer record.
View Created
Fires when a new view is created in a base.
Add lines to invoice
Adds charges, services, or credits to an existing draft invoice.
View Deleted
Fires when a previously known view is deleted.
Create an invoice
Create a draft invoice for a customer.
View Metadata Changed
Fires when a view's name or type changes.
Advance test clock
Advances a test clock asynchronously to a future time; requires test-mode keys, and completion can be monitored.
Connect any two apps with Notis in the middle.
Airtable and Stripe, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Stripe.