Stripe

CompanyDNA's integration with Stripe is designed to streamline payment processing and provide actionable insights for financial management. When you authorize CompanyDNA to connect with your Stripe account, it requests specific read access permissions to optimize your experience. 

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Why Integrate Stripe with CompanyDNA?

Integrating the Stripe application with CompanyDNA offers users a comprehensive solution to optimize their financial operations and customer management by leveraging the read scopes for customers, balances, disputes, events, payments, payouts, products, coupons and promotion codes, invoices and prices, subscriptions, report types and report runs, tax settings, and tax registrations. This integration enables CompanyDNA to access and analyze detailed data from Stripe, transforming it into actionable insights that streamline and enhance financial workflows. Users can benefit from a unified view of their Stripe customers, financial transactions, product offerings, and promotional activities, ensuring efficient management of revenue, customer relations, and compliance. With CompanyDNA's AI-driven indexing, users can gain deeper insights into their financial activities, facilitating better decision-making, financial planning, and customer engagement. Ultimately, integrating Stripe with CompanyDNA ensures that users can maximize the potential of their Stripe data, leading to improved financial management, organized workflows, and more effective business operations.

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‍Access and Permissions

Customers Read Access:Access customer information, including names, email addresses, payment methods, and subscriptions.Facilitates insights into customer profiles, transaction histories, and payment preferences.
Balances Read Access:Access account balance information, including available balances, pending balances, and currency details.Enables real-time balance monitoring and financial reporting.
Disputes Read Access:Access dispute details, including dispute statuses, evidence submissions, and resolution outcomes.Facilitates dispute management, resolution tracking, and customer support.
Events Read Access:Access to real-time event notifications related to payments, subscriptions, disputes, and account activities.Enables event-based triggers, alerts, and automation workflows.
Payments Read Access:Access payment details, including payment amounts, currencies, transaction IDs, and timestamps.Facilitates payment tracking, reconciliation, and financial analysis.
Payouts Read Access:Access payout details, including payout amounts, currencies, destinations, and timestamps.Enables payout tracking, reconciliation, and financial reporting.
Products Read Access:Access product information, including product names, descriptions, prices, and inventory levels.Facilitates product management, pricing strategies, and inventory tracking.
Setup Intents Read Access:Access setup intent details, including customer authentication requirements and payment method setups.Enables seamless checkout experiences and payment method management.
Coupons and Promotion Codes Read Access:Access coupon and promotion code details, including discounts, redemption rules, and usage limits.Facilitates promotional campaign management and discount tracking.
Invoices and Prices Read Access:Access invoice details, including invoice amounts, due dates, and payment statuses.Access price details, including product prices, currency settings, and discount structures.Enables invoicing management, pricing analysis, and revenue tracking.
Subscriptions Read Access:Access subscription details, including subscription plans, billing cycles, and subscription statuses.Facilitates subscription management, renewal tracking, and subscriber analysis.
Report Types and Report Runs Read Access:Access to various report types and report runs, including financial reports, transaction reports, and revenue reports.Enables comprehensive financial analysis, reporting, and data visualization.
Tax Settings and Tax Registrations Read Access:Access tax settings, including tax rates, tax calculation rules, and tax exemptions.Access tax registration details, including tax IDs, registration statuses, and compliance information.Facilitates tax management, compliance reporting, and tax-related insights.

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‍Why Do We Need This Access?

‍The requested read access permissions are essential for CompanyDNA to provide comprehensive financial insights and optimize your Stripe experience. These permissions enable analysis of customer transactions, payment processing, subscription management, financial reporting, and tax compliance.

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‍Your Control and Privacy

Your privacy and control over your data are crucial. You have the authority to manage and revoke these permissions at any time through your Stripe account settings. Data obtained by companies from third-party applications is stored on their own AWS S3 storage. CompanyDNA AI has no direct connection with this data. At CompanyDNA, we prioritize the security and privacy of user data above all else. Permissions for accessing applications like Stripe are managed securely via OAuth, ensuring that user consent is explicitly obtained and respected. CompanyDNA AI acts as a framework between data and artificial intelligence models.CompanyDNA strictly adheres to Stripe' guidelines and data protection policies to ensure the security and privacy of your information.

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‍Getting Started

‍To integrate your Stripe account with CompanyDNA:
Log in to your CompanyDNA dashboard.
Navigate to the 'Integrations' section.
Select Stripe and follow the prompts to authorize read access.
Set permissions and preferences for data syncing and analysis as per your requirements.
When you are disconnected, your sessions in both CompanyDNA Dashboard and Stripe will be terminated.

For any questions or assistance with Stripe integration, contact our support team at hello@companydna.ai.