CFO / Finance
Live MRR, ARR, churn rate tracking.
"Make a $5,000 payment link for Volta" → Stripe Checkout link generated.
"Status of jean@acme.com's subscription?" → plan, MRR, next billing date.
"Fully refund payment #pi_3X9..." → confirmation then execution.
"What's our MRR this month?" → number + MoM change.
Get pinged on WhatsApp when a payment over $X comes in or a subscription fails.
Stripe + Salesforce: "Verify the payment and mark the opportunity Closed Won".
Operational finance, simplified.
What's MRR this month?
May MRR: $52,800 (+8.4% vs April). 312 active subscriptions. 3 churns this month (total $2,000/month lost).
Create a $14k payment link for Acme, labeled Setup 2026.
Payment Link created. URL: buy.stripe.com/abc123. Amount: $14,000. Want to email it to Acme?
Status of sophie@nordwell.com's subscription?
Plan: Pro ($99/month). Status: active. Next billing: May 28. No payment delays.
Sales, finance, customer success.
Live MRR, ARR, churn rate tracking.
Create Payment Links during negotiations, verify payments.
Check subscription status, process refunds.
Revenue overview, alerts on big payments.
Stripe API key, restricted scopes.
No. Meir AI queries Stripe in real time via your restricted API key.
Both. You can connect a test key and a live key, and switch by context.
Yes for Connect Standard accounts. Express and Custom accounts coming late 2026.
Every refund is double-confirmed (amount + ID). Full audit log of all sensitive actions.