FINANCE
Match Stripe Issuing card charges to receipts and flag gaps
Pulls new Stripe Issuing card transactions, looks for a matching uploaded receipt in Airtable, and marks each charge as documented or missing so the close team has a live gap list.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Stripe Issuing card transactionStripe
- ActionSearch Airtable for matching receipt by amount + merchant + dateAirtable
- LogicBranch: receipt found vs. missing
- ActionLink receipt to charge or tag a documentation due dateAirtable
- OutputWrite reconciled row to Airtable ledger with statusAirtable
What it does
Every new corporate-card charge from Stripe Issuing is reconciled against the receipt library in Airtable. The workflow writes a clean ledger row per charge that is either Matched (receipt found) or Needs Receipt, giving finance a single source of truth for documentation coverage.
When to use it
Run it continuously during the month so the missing-documentation pile never balloons at close. Ideal for teams using Stripe Issuing cards where employees upload receipts to an Airtable form and someone has to tie them out.
How it works
- 1A new Stripe Issuing authorization or transaction fires the trigger.
- 2The workflow searches Airtable for a receipt matching the charge by amount, merchant, and date window.
- 3A branch decides Matched vs. Needs Receipt based on whether a candidate row was found.
- 4For matches it links the receipt record to the charge; for gaps it tags the charge with a due date.
- 5The reconciled row is written back to the Airtable ledger table with its documentation status.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect AirtableBases, tables, views, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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