What Flow needs
- A connected Stripe account
- Your plain-language money question
- Customer identifiers and matching rules available to the configured connection
Every payment, one chat away
Bring Stripe Payment Context Into the Same Conversation
Payment and customer context often live in different systems. Dealsflow is designed to make supported Stripe activity available beside client records when the connection is enabled and configured. Exact event coverage, matching behavior, and timing vary with the current integration.
Who this is for
Owners who want a straight answer about revenue without logging into Stripe to piece it together.
The operating problem
Payment data and customer data usually live in different systems, so "who paid us this week" takes a login and some manual matching.
A workflow from instruction to outcome
One conversation keeps the context and the work together.
- 01
Confirm that the Stripe connection and the event types you need are currently available.
- 02
Configure the connection for the organization and verify it with a test event.
- 03
Review how customer matching works and resolve records that cannot be matched confidently.
- 04
Ask Flow a plain-language payment question using the data received by the connection.
- 05
Compare important totals with Stripe and your accounting records before acting on them.
Illustrative example — fictional prompt, response, names, and metrics; not customer results.
From context to controlled action
See the information before deciding what moves next.
Flow keeps the conversation close to the records and work it can use. The owner remains the decision point where the workflow requires approval.
What Flow creates
- A view of the supported payment events received through the configured connection
- Potential links between payment and customer context for review
- Answers based on the transaction data that has reached the workspace
Where you approve
- Verify the connection scope and supported event types
- Review unmatched customers and important totals
- Confirm validation, encryption, isolation, retention, and access controls before using sensitive payment data
What to expect
Stripe integration availability varies by account and rollout; confirm the current status, supported events, timing, matching rules, and security controls before relying on it. This is a visibility workflow, not a replacement for Stripe or your accounting process.
Frequently asked questions
Clear answers before you bring Flow into the work.
Dealsflow is designed to surface supported Stripe events when the connection is available and configured. Confirm current event coverage and timing for your account.
When the relevant transaction data is available, Flow can help answer payment questions. Compare important totals with Stripe and your accounting records.
Confirm webhook validation, encryption, tenant isolation, retention, access controls, and incident handling directly before connecting sensitive payment data.
Start with the core
Bring your business context into one conversation.
The workspace is free for one person and one organization. Hire an employee only when you want more capacity.