Automate Monthly Revenue Reconciliation
Month-end reconciliation is chaos if you're moving data between tools. Notis creates a Jira issue on the first of every month with Stripe's revenue and a reconciliation checklist.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Every month-end, you export revenue from Stripe and reconcile it manually against your books. It's error-prone and ties up time.
- Month-end reconciliation starts automatically—no reminder emails
- All revenue data is in one Jira issue with a checklist
- Accounting team has a structured handoff instead of a CSV export
Setup
Build it in a few focused steps.
- 1Connect Stripe and Jira to Notis.
- 2Tell Notis: 'On the first of each month at 9 AM, create a Jira issue in the Accounting project titled 'Revenue Reconciliation - [Month]' with total revenue, subscription revenue, one-time revenue, and refunds.'
- 3Include a checklist of reconciliation steps (verify amounts, check for disputes, etc.).
- 4Choose your notification channel.
- 5Test by running the report for last month and confirming the format in Jira.
Questions about this workflow
Can we compare this month to last month automatically?
Yes—tell Notis to include month-over-month comparisons and flag significant changes.
Can we break down revenue by source (Stripe, other systems, etc.)?
Yes—include any payment sources in the Stripe reconciliation. You can also add manual entries for non-Stripe revenue.
What if accounting needs to close books before the end of month?
You can run the automation on a different date (e.g., the 28th for earlier closing). Just specify the date in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Jira. A trigger fires from one place; an action lands in another.
Stripe triggers
Jira actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add Attachment
Uploads and attaches a file to a jira issue.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Product Created Trigger
Triggered when a product is created in Stripe
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Not just Stripe and Jira. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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