Finance

Connect Stripe to OpenTag

Read payments, customers and invoices without changing your Stripe account.

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Connect Stripe Read the integration guide

OpenTag + Stripe

Put Stripe to work from Slack

Ask a question or describe the work you need in plain English. OpenTag uses the tools exposed by your Stripe connection, then brings the result back to the channel or DM where the work started.

Bring payment and invoice questions into Slack

Connect your company’s Stripe account to inspect payments, customers, invoices and other supported account data. Combine it with PostHog for a weekly growth report, or investigate a specific payment or outstanding balance from Slack.

Review overdue invoices

Example request — replace the bracketed details with your own.

Which invoices are overdue in [Stripe account], and which customers account for the largest outstanding balance? Include the currency, due dates and source records.

Compare collected payments

Example request — replace the bracketed details with your own.

Compare collected subscription payments for the last two complete weeks in [Stripe account], using [timezone]. State the treatment of refunds and currencies, link the sources, and do not label payment totals as MRR.

What to check before you connect

Stripe is read-only in OpenTag. It cannot refund payments, cancel subscriptions or change account records.
Choose the revenue measure and date range explicitly. Collected payments, invoiced amounts and recurring revenue are different measures; do not combine currencies without a stated conversion method.
Connecting your company’s Stripe account is separate from paying for OpenTag. Manage your OpenTag subscription in Billing.

Setup and permissions guide Connection sharing and access

Connect once, then ask from Slack

The connection dialog is the source of truth for the accounts, permissions, and actions available to your workspace.

1
Choose Stripe
Open Integrations in OpenTag, select Stripe, and authorise the account you want to use.
2
Review access
Check the sharing and read or write choices shown for that account before completing the connection.
3
Start the work
Mention OpenTag in an invited Slack channel or DM and say what you need from the connected account.

Your account stays within the access you choose

Integrations belong to the person who connected them. OpenTag uses the selected account only when a request needs it, and a connection set to read only stays read only.

Private or team accessScoped permissionsRevocable anytime

Routines that use Stripe

Start with a recurring task, then choose the accounts, scope and Slack destination that fit your team.

MarketingEvery Monday
Monday growth report
Compare signups, activation, churn, and revenue with the previous week, then explain the changes worth discussing.
- PostHog
- Stripe· Read only
- Slack
Example request
“Every Monday at 09:00 [timezone], compare last week's signups and activation in PostHog with subscription and revenue changes in Stripe. Post a sourced summary in #growth.”
View routine
FinanceEvery Monday
Invoice aging report
List overdue invoices and show which customers account for the largest outstanding balance.
- Stripe· Read only
- Slack
Example request
“Every Monday at 09:00 [timezone], list overdue Stripe invoices by age and show which customers account for the largest outstanding balance. Post the sourced report in #finance.”
View routine