Connect your Stripe account

Flowtly Editorial Team2 min

You can connect Stripe to Flowtly as a read-only bank source. Once connected, your Stripe payouts and charges sync into Flowtly automatically and reconcile against your invoices.

What you get

  • Automatic syncing of your Stripe payouts and charges into Flowtly.
  • Automated reconciliation of your Stripe transactions against your invoices within Flowtly.

Security: read-only only

Flowtly connects to Stripe using a restricted, read-only API key, stored encrypted. It can read your transactions but can never create charges, issue refunds, or move money.

How to connect

  1. In your Stripe dashboard, go to Developers → API keys → Create restricted key.
  2. Give the key read permissions for balance and balance transactions, and no write permissions.
  3. Copy the restricted key (it starts with rk_).
  4. In Flowtly, open your finance settings and add the Stripe connection using that key.
  5. Your Stripe transactions will start appearing in Flowtly and reconciling automatically.

Example use cases

  • Monitor Stripe transaction activity: View all incoming payments and outgoing payouts from Stripe directly within Flowtly.
  • Automate invoice reconciliation: Automatically match your Stripe charges to the corresponding invoices recorded in Flowtly.
  • Streamline financial record-keeping: Consolidate your Stripe-related financial movements with other bank data for a complete financial overview.

Connection map

Refers toUses upPart ofDerived from
Documented hereDocumented elsewhere
invoice billed to counterparty. invoice taxed by tax-group. cost spends against budget. cost owed to counterparty. bank-transaction reconciled to invoice. contract schedules payment-schedule-line. contract attached to budget. budget covers project. invoice billed from project. project linked to budget. lead becomes counterparty. deal sold to counterparty.billed totaxed byspends againstowed toreconciled toschedulesattached tocoversbilled fromlinked tobecomessold toIInvoice — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.InvoiceCCounterparty — The other side of a financial document — a client billed, or a supplier owed.CounterpartyTTax group — The tax treatment applied to a line, so rates are set once rather than per document.Tax groupCCost — Money the organisation owes or has spent, tracked against a budget.CostBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetBBank transaction — A movement on a connected bank account. Matching it to an invoice or a cost is what makes the books agree with the bank.Bank transactionCContract — The financial terms of an engagement: a structured set of payment schedule lines, in one direction or the other.ContractPPayment schedule line — One dated amount on a contract, in a direction — money owed to a supplier, or due from a client.Payment schedule linePProject — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjectPProspect — A company you are working but that is not a customer yet. It sits at New, Contacted or Qualified, and everything done to it is logged against it.ProspectDDeal — A sale in progress: a customer, an amount, and the stage it has reached. It cannot exist without a customer, and its stage is never blank.Deal