Reconcile Stripe payments against your Airtable records
If invoices are tracked in Airtable and payments arrive in Stripe, someone has to match the two. An Orkeste agent lists recent Stripe payments and invoices, compares them with your Airtable records, proposes to mark the paid ones and flags anything that does not match. Finance approves each update.
The problem
Matching payments to invoices by hand takes hours at month end, and mismatches are found when a customer receives a reminder for an invoice they already paid.
How the workflow runs
Runs: Every day or every week.
List payments and invoices: The agent lists recent payments and invoices in Stripe.
Read your records: It reads the open records in your Airtable table.
Match: It matches payments to records by customer, amount and invoice number.
Flag mismatches: It posts what does not match to the finance channel in Slack.
Approve: Updates to the Airtable records wait in Validations.
Update records: Approved records are marked as paid with the payment date.
Airtable updates wait in Validations. The agent reads Stripe and never changes it.
Who does what
Reconciliation agent: Matches Stripe payments with your records.
Finance (human): Approves every update and resolves mismatches.
What this workflow does not do
Reads payments, charges and invoices; it does not read payouts, balance transactions or bank statements.
Reads Stripe in recent batches; run it daily rather than once a month.