Consolidate Stripe, PayPal, Shopify and bank revenue and prepare tax filings with OpenAI

How It Works

Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and generates tax-compliant CSV and XML submissions. Designed for e-commerce businesses, SaaS companies, and multi-channel retailers managing complex revenue streams, it eliminates manual reconciliation, reduces filing errors, and speeds up financial reporting by automating the entire pipeline from data collection to government submission.

Setup Steps

1. Connect Stripe/PayPal/Shopify accounts with API keys to respective nodes.
2. Configure bank feed authentication
3. Set OpenAI credentials for AI Income Categorizer node.
4. Link Google Drive and Gmail
5. Add government tax API endpoint and authentication credentials.

Prerequisites

Stripe, PayPal, Shopify, or bank APIs; OpenAI account; Google Workspace;

Use Cases

Quarterly tax preparation for e-commerce; multi-channel revenue reconciliation;

Customization

Modify normalization rules per jurisdiction; add expense categories to AI prompt;

Benefits

Eliminates manual reconciliation; reduces tax filing time by 80%; improves accuracy;