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For founders · finance · customer success

Revenue answers without spreadsheet Fridays

Quarterly revenue narratives and weekly churn-risk briefs assembled from Stripe with read-only access, instead of a day of manual exports.

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The problem

Quarter-end means a week of Stripe exports, spreadsheet assembly, and reconciling numbers that never quite match the last version. Between quarters, cancellations and failing payments surface only when someone happens to look.

Today’s workaround

A founder or finance lead rebuilds the same spreadsheet every quarter, and churn is discovered in the numbers weeks after the customer actually left.

The outcome

A quarterly revenue narrative — growth, churn, expansion, notable movements, stated assumptions — plus a weekly brief of cancellations, failing payments, and at-risk accounts while there is still time to follow up.

How the routine works

The quarterly revenue report runs on the first morning of each quarter. It reads balances, subscriptions, and invoices through approved read-only Stripe tools, then writes the quarter's story: what grew, what churned, what expanded, which movements deserve attention, and — explicitly — the reporting window and assumptions behind every figure, so a skeptical reader can check any line against Stripe directly.

The weekly churn and payment-risk review covers the weeks in between. Each Monday it lists new cancellations with their stated timing, subscriptions stuck in payment retries, and accounts showing risk signals, compared against the prior week, with the follow-up each one deserves.

Setting it up

Connect Stripe over MCP with read-only capabilities — the templates never ask for more — choose the reporting currency, and run the quarterly report once against your last closed quarter to check the narrative against numbers you already trust. Then activate both schedules. The revenue category page has both templates.

Prove it on your own data.

Adapt the template, approve its exact permissions, and read the first run’s trace before any schedule takes over.

Put your first routine to work