Payments Integration
Best AI Assistant for Stripe
Carly is an AI assistant that connects to Stripe so you can create invoices, check payment statuses, manage subscriptions, and pull revenue data — all by email or text. No Stripe dashboard required.
Try Carly →What Carly can do with Stripe
Create and send invoices
Email Carly with the customer, amount, and line items and she'll generate an invoice in Stripe and send it. No logging into the Stripe dashboard.
Check payment status before a call
Ask Carly if a customer's invoice was paid, what plan they're on, or when they renew. She'll pull it from Stripe and send you the details.
Get revenue snapshots on demand
Ask Carly for your MRR, recent charges, or a list of failed payments. She'll query Stripe and send you the numbers — no dashboard required.
Process refunds and manage subscriptions
Tell Carly to refund a charge, cancel a subscription, or update a customer's plan. She'll confirm the details with you before making changes.
Why founders and finance teams are using AI to manage Stripe
Stripe handles your payments, subscriptions, and invoices — but checking on a customer's payment status, pulling MRR numbers, or processing a refund still means logging into the dashboard, finding the right customer, and clicking through multiple screens. For founders, sales leads, and finance teams who need payment data throughout the day, that friction adds up.
An AI assistant that connects to Stripe lets you get answers and take action from your inbox. Ask for a customer's last invoice status before a call, request your current MRR before a board meeting, or process a refund while you're between meetings — all by sending a quick email or text. No dashboard required.
How Carly works as your AI Stripe assistant
You connect Stripe to Carly once through the dashboard using a secure OAuth flow. After that, Carly can read customer data, check payment statuses, create invoices, manage subscriptions, and process refunds — all triggered by an email or text message.
When you ask Carly about a customer, she queries the Stripe API and returns their current plan, last payment status, renewal date, and payment method. When you ask her to create an invoice, she sets it up with the customer, amount, and line items you specify and sends it through Stripe. For refunds, she confirms the charge and amount with you before processing. Every write action gets verified before execution.
Because Carly works from outside Stripe, she can also combine payment data with information from other connected tools. Ask her to check if a customer with a failed payment also has an open support ticket in Zendesk, or pull a customer's Stripe billing history alongside their Shopify order history.
Who uses AI for Stripe payment management
SaaS founders who need to check customer payment statuses and MRR before calls and meetings. Sales reps who want to verify a prospect's billing history before a renewal conversation. Finance teams who need to pull revenue snapshots without building Stripe reports. Customer support leads who process refunds and subscription changes as part of their daily workflow.
If you touch Stripe data regularly but don't want to keep the dashboard open, Carly gives you a direct line to your payment data from your inbox.
See it in action
How to connect Stripe to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Stripe
Authorize the Stripe integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Stripe. She handles the rest.
Automate Stripe in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI for Stripe?
Carly is an AI assistant that connects directly to your Stripe account and lets you manage payments by email or text. You can check payment statuses, create invoices, manage subscriptions, process refunds, and pull revenue data — without opening the Stripe dashboard. Carly also connects to 200+ other tools, so you can cross-reference billing data with your CRM, support desk, or e-commerce platform.
Can AI automate Stripe billing tasks?
Yes. Carly automates common Stripe tasks like checking if an invoice was paid, pulling MRR and revenue snapshots, creating and sending invoices, processing refunds, and looking up subscription details. You send a message and Carly handles the API interaction — she confirms all write actions with you before executing them.
How does Carly connect to Stripe?
Go to your Carly dashboard, click Connect next to Stripe, and sign in. The secure OAuth connection takes about 30 seconds. Once connected, Carly can create invoices, look up payments, manage subscriptions, and process refunds.
Is my Stripe data secure with Carly?
Yes. Carly uses encrypted connections and never stores raw payment data like card numbers. She accesses only the Stripe data needed to complete your request and confirms all financial actions with you before processing them.
Is Carly different from Stripe's built-in tools?
Yes. Stripe's dashboard and API give you full control over payments, but you have to log in and navigate the interface. Carly is an external AI assistant you interact with by email or text — she gives you on-demand access to Stripe data and the ability to take action without opening the dashboard. She also connects Stripe with your other tools like Shopify, Zendesk, and HubSpot.
Can Carly handle Stripe refunds?
Yes. You can ask Carly to process a refund for a specific charge or invoice. She'll confirm the charge details and amount with you before executing the refund in Stripe.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
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