Automated Monthly & Quarterly Stripe Revenue Reports to Slack with Financial Insights

Description

Automate your financial reporting by pulling charge and refund data from Stripe, calculating key revenue and risk metrics, and delivering professional reports directly into Slack. This workflow runs on a monthly or quarterly schedule, processes Stripe data into insights, and formats a rich Slack message with revenue breakdowns, top customers, refund analysis, and payment method insights. 📊💰💬

What This Template Does

• Runs automatically on a monthly (1st day) or quarterly schedule (every 3 months) at 9 AM. ⏱️
• Fetches Stripe charges and refunds for the reporting period. 💳
• Merges charge and refund data for a unified dataset. 🔄
• Calculates financial metrics: total revenue, net revenue, average transaction value, refund rate. 📈
• Estimates growth metrics: Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR). 🚀
• Identifies top 3 customers by revenue. 🏆
• Breaks down payment methods used (e.g., Visa, Mastercard, etc.). 💳
• Performs risk analysis on transactions by Stripe’s risk scores. ⚠️
• Analyzes refund reasons and generates insights. 🔄
• Formats all results into a clear, structured Slack message with sections for finance, growth, risk, and customers. 💬

Key Benefits

• Eliminates manual Stripe report exports. ⚡
• Ensures timely financial reporting (monthly or quarterly). 📅
• Provides instant visibility of revenue, refunds, and risks in Slack. 📲
• Surfaces top customers and payment methods for strategic insights. 🏅
• Helps finance and ops teams catch anomalies early (high refunds or risky transactions). 🛡️
• Keeps leadership and teams aligned with automated reporting. 👩‍💻👨‍💻

Features

• Schedule Triggers – Automates reporting on monthly or quarterly cycles.
• Stripe Charges & Refunds – Pulls transaction and refund data directly from Stripe API.
• Merge Node – Combines charges and refunds into a single dataset.
• Custom Code Metrics – Calculates revenue, net revenue, refund rates, and growth metrics.
• Top Customer Analysis – Highlights top revenue-generating customers.
• Payment Breakdown – Shows revenue split by card brand/payment method.
• Refund Analysis – Summarizes refund reasons and rates.
• Risk Analysis – Categorizes payments by low, medium, or high risk scores.
• Slack Integration – Delivers insights in a professional report format.

Requirements

• n8n instance (cloud or self-hosted).
• Stripe API credentials with read access to charges and refunds.
• Slack Bot token with chat:write permission.
• Target Audience
• Finance teams needing automated recurring Stripe reports. 💼
• SaaS companies monitoring MRR, ARR, and refunds. 🚀
• Founders/Execs who want financial dashboards in Slack. 👩‍💼
• Operations teams tracking risk and refund trends. 🛠️
• Remote teams relying on Slack for reporting. 🌍

Step-by-Step Setup Instructions

• Connect your Stripe API credentials in n8n. 🔑
• Connect your Slack API credentials and select your target channel. 💬
• Adjust the schedule triggers (monthly/quarterly) if needed. ⏱️
• Customize the Slack message formatting if you want branding or tone changes. 🎨
• Test the workflow with sample data to confirm financial metrics. ✅