Advanced Reporting Stripe: The Ultimate 2025 Guide

August 13, 2025
Jason Berwanger
Finance

Get expert tips on advanced reporting Stripe features, from custom reports to integrations, and learn how to streamline your financial data analysis.

Stripe reporting charts on a laptop with glasses and coffee.

Your financial reports should do more than just help you close the books each month; they should guide your most important business decisions. Are you wondering which subscription tier is most profitable, or how a recent marketing campaign impacted customer lifetime value? These are the strategic questions that drive growth, but they often can’t be answered by a quick glance at your Stripe dashboard. To get these insights, you need to dig deeper. This is where advanced reporting stripe becomes your most valuable strategic asset. We’ll show you how to build reports that answer your toughest questions and turn your financial data into a clear roadmap for the future.

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Key Takeaways

  • Match the report to the question: Use Stripe’s dashboard for quick, daily check-ins, but turn to Stripe Sigma for custom SQL queries when you need to dig deeper into specific trends like customer lifetime value or churn.
  • Treat Stripe as part of a larger ecosystem: For true financial accuracy, integrate Stripe with your accounting software and ERP. This creates a single source of truth, automates reconciliation, and ensures your data is always audit-ready.
  • Put your reporting on autopilot: Go beyond default reports by using filters and saving custom queries in Sigma. Then, schedule your most important reports to run automatically, so you consistently get the insights you need without the manual work.

What Reporting Tools Does Stripe Offer?

Stripe gives you a solid set of tools to track your money, from basic reports to advanced analytics. Think of it as a toolkit that grows with you. When you're starting, the built-in reports might be all you need for a quick look at your cash flow. But as your business scales, with more transactions and currencies, you'll likely find yourself needing more powerful and customized ways to look at your data. Understanding what each tool does is the first step toward building a reporting strategy that gives you a clear, accurate view of your financial health. Let's walk through the main reporting features Stripe has on offer.

Stripe's Built-In Reports

Right out of the box, Stripe provides a few core financial reports to help you get started. You can find these directly in your Stripe Dashboard and download them as CSV files to use in spreadsheets. The two most common ones are the Balance Report, which acts like a bank statement for your Stripe account, and the Payout Reconciliation Report, which shows you exactly which transactions are included in each payout to your bank. These built-in reports are great for basic bookkeeping and getting a straightforward summary of your activity without any complex setup.

The Real-Time Analytics Dashboard

Your Stripe Dashboard is your command center for day-to-day financial monitoring. It gives you a real-time glimpse into your business's performance, showing you key metrics like gross volume, successful payments, and new customers as they happen. This is incredibly useful for getting a quick pulse check on your sales and spotting any immediate trends or issues. While the dashboard is perfect for at-a-glance insights, it’s not designed for the deep, granular analysis needed for formal financial statements or complex revenue recognition. It’s a snapshot, not the full story.

What is Stripe Sigma?

When you need to ask questions that the standard reports can't answer, there's Stripe Sigma. Sigma is an advanced reporting tool that lets you write custom queries using SQL to explore your Stripe data directly. This allows you to build highly specific reports tailored to your unique business needs, like analyzing customer lifetime value or tracking churn by subscription plan. Keep in mind that it can take up to 24 hours for your data to become available in Sigma after you activate it, and it does require some knowledge of SQL to use effectively.

How to Validate Your Stripe Data

Here’s something important to know: Stripe data isn't always accounting-ready. The raw transaction data can sometimes be incomplete or come in formats that don't play nicely with your accounting software. To get a truly accurate financial picture, you need to validate your Stripe data by cross-referencing it with other sources like your bank statements and CRM. Blending data from multiple platforms is key to ensuring accuracy and compliance. This is where having seamless integrations with HubiFi becomes essential, as it automates the process of aligning and verifying your financial data across all your systems.

Which Financial Reports Should You Track?

Stripe gives you a ton of data, which is fantastic, but it can also feel like trying to drink from a firehose. To get a real handle on your company's financial health, you need to know which reports to focus on. Tracking the right metrics helps you move beyond just seeing money come in and out; it allows you to make strategic decisions, spot trends, and plan for growth. Think of these reports as your financial dashboard—the essential gauges that tell you if your business engine is running smoothly.

We'll walk through the key financial reports inside Stripe that every business owner and finance team should have on their radar. From high-level revenue summaries to the nitty-gritty details of individual payouts, each report tells a piece of your financial story. We’ll cover how to track your earnings, reconcile your bank deposits, stay on top of tax compliance, manage sales in different currencies, and analyze the unique metrics of a subscription business. Mastering these reports will give you the clarity you need to guide your business profitably.

Balance and Revenue Reports

Your balance and revenue reports are your starting point for understanding your cash flow. Stripe’s built-in tools give you a clear overview of your gross volume, fees, and net earnings over any period. You can find this information directly in your Stripe Dashboard for a quick snapshot or download it as a CSV file for more detailed analysis. This report is your go-to for answering fundamental questions like, "How much did we sell last month?" and "How much did we pay in processing fees?" Regularly reviewing these reports helps you monitor your core profitability and ensure your revenue is trending in the right direction.

Reconciling Your Payouts

Reconciliation is the process of matching the deposits in your bank account with the sales records in Stripe. It’s a critical step to ensure every dollar is accounted for. Stripe’s Payout Reconciliation Report is designed for this, showing you every single transaction—including payments, refunds, and fees—that makes up each payout. For businesses with high transaction volumes, manually checking these can be a huge time sink. This is where automating your financial operations becomes essential, as it eliminates manual errors and gives you back valuable time to focus on growing your business instead of getting lost in spreadsheets.

Tax and Compliance Reports

Staying on top of your tax obligations is non-negotiable. Stripe provides the transaction data you need to calculate sales tax, VAT, or GST. You can also connect Stripe directly with popular accounting software to streamline your bookkeeping. However, for businesses with complex revenue streams, especially those dealing with subscriptions or contracts, compliance goes beyond taxes. Adhering to accounting standards like ASC 606 requires careful revenue recognition. While Stripe gives you the raw data, a specialized solution is often needed to correctly interpret that data for compliance and ensure your financials are always audit-ready.

Reporting on Multiple Currencies

If you sell to customers around the world, you're juggling multiple currencies. This adds a layer of complexity to your financial reporting. Stripe simplifies part of the process with its Automatic Payouts, which group transactions and payouts by currency. This makes it easier to see how much you've earned in USD, EUR, or JPY. The real challenge, however, is consolidating all of that activity into a single, accurate financial view for your books. You need a consistent way to handle foreign exchange rates and recognize revenue uniformly, which is crucial for a clear picture of your overall business performance.

Analyzing Subscription Metrics

For subscription-based businesses, traditional sales reports don't tell the whole story. You need to track specific metrics to understand the health and trajectory of your business. Key performance indicators like Monthly Recurring Revenue (MRR), Customer Lifetime Value (LTV), and churn rate are your vital signs. While you can use third-party tools to pull these numbers from Stripe, the goal is to integrate this data into your core financial reporting. This creates a single source of truth where you can see how subscription trends directly impact your bottom line. Having this unified view is key to making informed decisions, and you can schedule a demo to see how to bring all your data together.

How to Customize Your Stripe Reports

Stripe’s standard reports are a great starting point, but the real power comes from tailoring them to your specific business questions. Customizing your reports helps you move beyond generic metrics and get the exact data you need to make informed decisions. Whether you’re tracking a new product launch or preparing for an audit, a few adjustments can transform a standard report into a powerful strategic tool. Let’s walk through how you can make Stripe’s reporting work for you.

Use Filters and Parameters

Think of filters as your best friend for cutting through the noise. Instead of sifting through all your transaction data, you can apply filters to focus on what matters most. For example, you can filter by date range, currency, payment method, or even specific customer details. This is incredibly useful for answering targeted questions like, "How much revenue did we generate from our new subscription tier last month?" Using these parameters within Stripe’s dashboard is the quickest way to refine your view and get actionable Stripe reporting data without needing to export anything. It’s all about getting to the specifics, fast.

Add Custom Fields and Metrics

When standard filters aren't enough, it's time to build your own reports with Stripe Sigma. This is where you can truly align your reporting with your unique business logic. With Sigma, you can write your own queries to create custom fields and metrics that don't exist in Stripe's default reports. For instance, you could calculate a customer lifetime value (CLV) that includes refunds or track the performance of a specific marketing campaign by tagging transactions with metadata. This level of reporting and reconciliation allows you to measure what's truly important for your growth, giving you a tailored view of your financial health.

Export Your Data

Sometimes, you need to take your data offline for deeper analysis or to share it with stakeholders who aren't in your Stripe account. Stripe makes this easy by allowing you to download reports in common formats like CSV, PDF, or Excel. Exporting your data is perfect for creating custom charts in a spreadsheet, importing it into your accounting software, or simply archiving your financial records. This flexibility ensures your financial data isn't locked into one platform and can be used wherever you need it most, making collaboration with your team or accountant seamless.

Schedule Regular Reports

Manually pulling reports every week or month can be a tedious, time-consuming task. You can reclaim that time by scheduling your reports to run automatically. Set up your most important reports—like your monthly revenue summary or payout reconciliation—to be generated and sent to you on a daily, weekly, or monthly basis. This automation ensures you and your team consistently receive key financial updates without lifting a finger. It’s a simple way to stay on top of your metrics and build a steady rhythm for financial monitoring and review.

Integrate with a Data Warehouse

For a complete picture of your financial health, you need to see your Stripe data alongside information from your other systems. Integrating Stripe with a data warehouse or a central data platform is key. This allows you to automatically pull transaction data into a single source of truth, combining it with data from your CRM, ERP, or marketing platforms. Tools like HubiFi offer seamless integrations that streamline this process, ensuring your data is always in sync. This unified view is essential for complex revenue recognition, accurate forecasting, and making strategic decisions based on a holistic understanding of your business.

Get Started with Stripe Sigma for Deeper Insights

When your business questions become more specific than what standard reports can answer, it’s time to meet Stripe Sigma. Think of Sigma as your direct line to the raw data behind your Stripe account. It’s a powerful analytics environment that lets you ask highly specific questions about your transactions, customers, and subscriptions. While Stripe’s built-in dashboard is fantastic for a high-level overview, Sigma is for when you need to dig into the details to understand customer lifetime value, pinpoint your most profitable subscription plans, or analyze churn rates by region.

To use Sigma, you’ll need to get comfortable with SQL (Structured Query Language), which is the standard language for communicating with databases. Don't let that scare you off. Learning the basics of SQL is more straightforward than you might think, and it gives you the ability to create completely custom reports tailored to your exact needs. Instead of being limited by pre-built options, you can explore your data freely. If you find that even Sigma’s power isn’t enough to connect all your disparate financial data sources, a dedicated solution can help. HubiFi offers a way to schedule a demo and see how you can unify your financial reporting beyond a single platform.

The Basics of SQL Queries

At its heart, SQL is just a way to ask your database for specific information. Think of it as giving a set of clear, simple instructions. For example, you can write a query that says, "Show me all the payments from customers in California from last month." Stripe Sigma provides a user-friendly interface where you can write these queries and see the results instantly. You don't need a computer science degree to get started. With a few basic commands like SELECT, FROM, and WHERE, you can begin pulling valuable information. Stripe even offers pre-written queries to help you learn the ropes and get answers to common business questions quickly.

Understand the Data Schema

Before you can write effective queries, you need to know where your data lives. This is where the data schema comes in. A schema is essentially a map of your database, showing you how all the information is organized into different tables. For instance, Stripe has separate tables for charges, customers, subscriptions, and payouts. Understanding this structure is key to asking the right questions. Taking a few minutes to review Stripe’s data schema will help you understand how to connect information from different tables, like linking a specific payment to the customer who made it. This foundational knowledge makes writing queries much easier and more intuitive.

Create Custom Report Templates

One of the best features of Stripe Sigma is the ability to save your queries. Once you’ve written a query for a report you’ll need again—like a monthly revenue breakdown or a list of newly acquired subscribers—you can save it as a template. This means you don't have to rewrite the same code every time. You can simply run your saved query whenever you need an updated report. This practice not only saves a ton of time but also ensures consistency in your reporting. You can build a library of custom report templates that are perfectly aligned with your business’s key metrics, giving you fast and reliable insights with just a few clicks.

Optimize Query Performance

As your business grows, so does your data. A query that ran in seconds might start to slow down as it sifts through millions of transactions. To keep things running smoothly, it’s a good practice to optimize your queries. Simple tricks can make a big difference. For example, always try to narrow down the time frame of your query instead of searching your entire history. Being specific about the columns you need with SELECT rather than pulling everything with SELECT * also helps. These small adjustments reduce the amount of work the database has to do, ensuring you get your reports quickly without unnecessary delays.

Automate Reports in Sigma

Manually running reports every week or month can become a tedious task. Stripe Sigma helps you put this process on autopilot. You can schedule your saved queries to run automatically at set intervals—daily, weekly, or monthly. Once the report is generated, you can have it automatically exported as a CSV file and sent directly to your email. This ensures you and your team always have the latest data without having to log in and run the report yourselves. For businesses looking to integrate this data across their entire tech stack, HubiFi provides advanced integrations that sync your Stripe data with your ERP, accounting software, and other essential tools.

Integrate Stripe with Your Tech Stack

Stripe is a powerful payment processor, but it doesn’t operate in a silo. To get the most out of your financial data, you need to connect Stripe with the other tools you use to run your business. Integrating Stripe into your existing tech stack creates a seamless flow of information, eliminates tedious manual data entry, and ensures everyone on your team is working from a single source of truth. When your systems communicate effectively, you can automate everything from bookkeeping to complex revenue recognition.

This integration is what transforms Stripe from a simple payment tool into the central hub of your financial operations. By connecting it to your accounting software, ERP system, and other platforms, you support the entire lifecycle of your business’s cash flow. This means you can track money from the moment a customer pays to the moment you close your books and file your taxes. The key is to build a connected ecosystem where data moves automatically and accurately, giving you a clear, real-time view of your company's financial health without the manual-entry headaches.

Why Connect Stripe with HubiFi?

While Stripe provides great baseline reporting, high-volume businesses often face complex data challenges that require a more robust solution. This is where connecting Stripe with a specialized platform like HubiFi makes a huge difference. HubiFi enhances Stripe’s native capabilities by providing advanced data integration and automation, specifically for recognizing revenue under standards like ASC 606. We pull data from Stripe and your other systems, clean it up, and automate the entire revenue recognition process. This saves your finance team countless hours and ensures your financials are always accurate and audit-ready. If you're struggling to get a clear picture from disparate data sources, we can help you build a fully connected and automated reporting system. You can schedule a demo to see how it works.

Link to Popular Accounting Software

One of the first and most impactful integrations you should set up is connecting Stripe to your accounting software. Platforms like QuickBooks, Xero, and NetSuite can be linked to your Stripe account to automatically import transaction data, fees, and refunds. This simple connection is a game-changer for your bookkeeping process. Instead of manually downloading CSV files and uploading them into your accounting ledger, the data flows in automatically. This not only saves a significant amount of time but also dramatically reduces the risk of human error. With a direct link, your books stay up-to-date, making bank reconciliation and financial reporting much more straightforward.

Ensure ERP System Compatibility

For growing businesses, an Enterprise Resource Planning (ERP) system is the backbone of operations, managing everything from inventory to customer relationships. Integrating Stripe with your ERP is essential for maintaining a holistic view of your company’s finances. This connection ensures that payment and revenue data from Stripe flows directly into your central system, supporting the entire cash flow lifecycle. From customer acquisition and revenue collection to closing the books and filing sales taxes, a solid Stripe-ERP integration creates a cohesive financial workflow. It ensures that your sales, finance, and operations teams are all looking at the same accurate, real-time information, which is critical for making smart, data-driven decisions.

Use API Integration Options

If you have unique reporting needs or want to build custom financial dashboards, Stripe’s API (Application Programming Interface) is your best friend. Think of an API as a secure messenger that lets different software applications talk to each other. Using the Stripe API, you can automatically pull any data point you need directly into your own internal systems or a business intelligence tool. This gives you complete flexibility to create the exact reports your business requires, from granular transaction details to high-level performance summaries. While it requires some technical know-how, using the API is the key to unlocking truly customized and automated financial reporting.

Keep Your Data in Sync

Connecting all your tools is one thing, but ensuring the data stays consistent across them is another. When your Stripe data flows into your accounting software, ERP, and other platforms, you need to be confident that everything matches up. This process, known as reconciliation, is vital for accurate financial reporting. A lack of synchronization can lead to major discrepancies in your books, making it difficult to trust your numbers. By setting up solid integrations, you can maintain a single source of truth for your financial data. This ensures that your balance reports, revenue statements, and payout records are always aligned, giving you a reliable foundation for strategic planning and financial analysis.

Keep Your Financial Data Secure and Compliant

As you get more sophisticated with your Stripe reporting, you also take on the responsibility of protecting that sensitive information. Financial data is the lifeblood of your business, and keeping it secure isn't just good practice—it's essential for maintaining customer trust and meeting legal requirements. Strong security and compliance measures protect you from data breaches, fraud, and potential penalties. It’s about creating a secure environment where your financial data can be a reliable asset for growth, not a liability. By implementing clear controls, maintaining audit trails, and following best practices, you can use Stripe’s powerful reporting tools with confidence, knowing your data and your business are well-protected.

Manage Team Access and Controls

Not everyone on your team needs access to all your financial data. A key step in securing your Stripe account is implementing role-based access controls. This means giving team members access only to the information and tools necessary for their specific jobs. For example, a support specialist might need to view transaction details to handle customer inquiries, but they probably don’t need permission to issue refunds or view high-level financial summaries. Stripe can connect with popular accounting programs to automatically bring in your transaction data, which reduces manual work and the risk of human error. Properly managing these integrations and user permissions ensures that sensitive data remains secure while your team operates efficiently.

Maintain Clear Audit Trails

Having a clear, unchangeable record of every financial activity is crucial for security and reconciliation. Stripe automatically creates these records for you. Every time money moves in or out of your account, it’s logged as a balance transaction. These transactions are the fundamental building blocks for all of Stripe's reports, providing a complete history of your account's activity. This detailed audit trail is invaluable for tracking down discrepancies, preparing for audits, and understanding your cash flow. When you can trace every dollar from payment to payout, you build a transparent financial system that you and your auditors can trust. You can find more insights on maintaining financial accuracy on our blog.

Set Data Retention Policies

Deciding how long to keep your financial data is a balancing act between compliance needs and data minimization principles. Different regulations may require you to hold onto financial records for several years, but keeping data indefinitely can increase your security risk. It's important to establish a clear data retention policy for your business. Define how long you’ll store specific types of data within Stripe and how you’ll securely dispose of it when it’s no longer needed. You can use Stripe’s filtering capabilities to find and manage data from specific periods, helping you apply your retention policies consistently and keep your account organized and secure.

Meet Key Compliance Standards

Meeting financial compliance standards like ASC 606 and IFRS 15 is a non-negotiable part of running a business, especially if you handle subscription revenue or complex billing cycles. Stripe’s reporting tools are designed to help you generate the financial reports needed for reconciliation and compliance. However, translating raw transaction data into compliant revenue recognition schedules often requires a more specialized solution. This is where integrating with a platform that understands these nuances becomes critical. Ensuring your reporting strategy aligns with key accounting standards from the start will save you headaches during audits and help you build a scalable financial operation. At HubiFi, we specialize in helping businesses achieve exactly that, ensuring your data is always accurate and compliant. You can learn more about our mission to simplify data complexity.

Follow Security Best Practices

Beyond Stripe’s built-in features, your team’s security habits play a huge role in protecting your financial data. Start with the basics: enforce the use of strong, unique passwords and enable two-factor authentication (2FA) for all users accessing your Stripe account. Train your team to recognize phishing attempts and other social engineering tactics that target financial accounts. Regularly review who has access to your account and remove permissions for former employees or team members who have changed roles. While Stripe provides the secure infrastructure and reporting tools, adopting these security best practices creates a resilient human firewall around your most critical business data. If you need expert help building a secure and compliant financial framework, you can schedule a demo with our team.

How to Improve Your Reporting Strategy

Once you have your reports set up, the work isn’t over. A strong reporting strategy is an ongoing process of refinement and analysis. It’s about creating a system that not only gives you accurate data but also helps you make smarter, faster decisions for your business. By implementing a few key practices, you can turn your Stripe reports from simple data exports into a powerful engine for growth. These habits ensure your data remains trustworthy, your team stays aligned, and you’re always focused on the metrics that matter most. Let’s walk through five ways you can strengthen your reporting strategy starting today.

Validate Your Reporting Data

First things first: trust, but verify. While Stripe provides a wealth of information, its standard reports might not capture the full picture your business needs for deep financial analysis. It's essential to validate the data you pull from Stripe to ensure its accuracy and completeness. You can do this by cross-referencing Stripe’s numbers with your bank statements, CRM data, or internal sales records. This process helps catch discrepancies early and confirms that your revenue recognition is precise. Building this validation step into your routine ensures the financial statements you prepare are reliable, giving you a solid foundation for every strategic decision you make.

Maintain Your Reports Over Time

Financial reporting is not a set-it-and-forget-it activity. Your business evolves, and so should your reports. Maintaining your reports means regularly reviewing and updating them to reflect changes in your business model, pricing, or accounting procedures. For instance, Stripe allows you to automate rules for revenue recognition, but you need to ensure these rules stay aligned with standards like ASC 606. Schedule a quarterly check-in to review your report templates and logic. This proactive maintenance ensures consistency and accuracy over the long term, preventing small issues from becoming major headaches during an audit or financial review.

Collaborate Effectively with Your Team

Financial data shouldn't live in a silo. Your entire team can benefit from understanding the company's performance. Stripe makes it easy to share insights by providing access to a range of data and dashboard reports. You can create specific views for different departments—like sales, marketing, and operations—and use Stripe’s user roles to manage permissions. Set up a recurring meeting to walk through key reports together. This practice fosters a data-driven culture where everyone understands how their work contributes to the bottom line and can collaborate on solutions to financial challenges.

Monitor Key Performance Indicators

To make informed decisions, you need to know which numbers to watch. Instead of getting lost in a sea of data, identify the handful of key performance indicators (KPIs) that are most critical to your business’s health. These might include Monthly Recurring Revenue (MRR), customer churn rate, or customer lifetime value (LTV). Use the Stripe Dashboard to keep these metrics front and center for real-time monitoring. Tracking your KPIs closely allows you to spot trends as they emerge and react quickly, rather than waiting for a month-end summary. If you need help defining your most important metrics, a data consultation can provide clarity.

Set Up Automated Alerts and Notifications

Let technology do the heavy lifting for you. Setting up automated alerts can save you time and help you stay on top of critical events without constantly checking your dashboard. You can configure notifications for significant activities like a spike in sales, a large refund request, or an unusual number of failed payments. This allows you to address opportunities and issues in real time. Using tools that offer finance automation helps you streamline tedious reporting tasks and reconciliation, freeing you up to focus on strategic growth initiatives instead of manual data entry.

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Frequently Asked Questions

Is the data from Stripe's reports ready for my accounting books? Not always. Think of the data from Stripe as the raw ingredients. While it's accurate transaction data, it often needs to be validated and structured before it's ready for formal accounting. For instance, you'll want to cross-reference it with your bank statements to ensure everything matches up. For businesses with subscriptions or complex contracts, you also need to translate that raw data into revenue schedules that comply with accounting standards like ASC 606, which requires more than a simple data export.

What's the real difference between the Stripe Dashboard and Stripe Sigma? The Stripe Dashboard is your command center for a quick, real-time pulse check on your business. It’s perfect for seeing at-a-glance metrics like today's sales or new customer sign-ups. Stripe Sigma, on the other hand, is your deep-dive analytics tool. It’s where you go when you have specific, complex questions that the dashboard can't answer, like "What is the lifetime value of customers acquired during our last marketing campaign?" Sigma lets you write custom queries to explore your data in detail and build reports from the ground up.

Do I need to be a developer to create custom reports in Stripe? You don't need to be a developer for most reporting tasks. You can customize the standard reports directly in the Stripe Dashboard using filters for things like date ranges or currencies without writing any code. However, if you want to build truly unique reports with Stripe Sigma, you will need a basic understanding of SQL. The good news is that you don't need to be an expert, and Stripe provides many pre-written query templates to help you get started.

My Stripe reporting feels messy. What's the first thing I should do to get organized? A great first step is to focus on payout reconciliation. This is the simple but powerful habit of matching every payout deposit you receive in your bank account to the corresponding batch of transactions, fees, and refunds in your Stripe Payouts report. This single process forces you to account for every dollar and will immediately highlight any discrepancies. It creates a foundation of accuracy that makes all your other financial reporting more reliable.

How can I be sure my financial data is secure when I connect Stripe to other tools? Security is a top priority, and it comes down to both technology and process. When you integrate Stripe with other platforms using its API, the connection is designed to be secure. The key on your end is to manage access carefully. Use role-based permissions within Stripe to ensure team members can only see and do what's necessary for their job. Always enforce two-factor authentication for any user with access to your Stripe account. This combination of secure technology and smart access control is the best way to protect your financial data.

Jason Berwanger

Former Root, EVP of Finance/Data at multiple FinTech startups

Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.