FINANCE
Auto-categorize Stripe Issuing card spend into a Monday GL board
Every settled Stripe Issuing transaction is classified into a GL category from its merchant data.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe Issuing transaction settlesStripe
- LogicMap MCC + merchant to GL category with confidence
- LogicFlag low-confidence charges as Needs review
- ActionCreate coded item on Monday GL boardmonday.com
- OutputCategorized ledger row ready for reconciliationmonday.com
What it does
Listens for settled corporate-card charges on Stripe Issuing and assigns each one a general-ledger category (Travel, Meals, Software, Office, etc.) using the merchant name and MCC code. It then creates a fully coded row on a Monday accounting board so bookkeepers start from a draft instead of a blank ledger.
When to use it
Use it when your team spends on Stripe Issuing cards and you are tired of hand-coding every line at month-end. It front-loads categorization the moment a charge clears, leaving humans to confirm rather than classify.
How it works
- 1A Stripe webhook fires when an Issuing authorization settles into a transaction.
- 2A logic step maps the merchant category code and merchant name to a GL category and confidence score.
- 3If confidence is low, the row is tagged "Needs review" instead of an auto-category.
- 4An action writes a Monday item with amount, cardholder, merchant, category, and status columns.
- 5The Monday board is the output ledger finance reconciles against.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect monday.comVisual work management for teams.
- 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
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.