Integrations · Accounting & Finance

AgentWorks agents connect to Stripe and automate accounting and finance operations.

Online payments and subscription billing. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.

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What the agent does in Stripe

  • Your billing agent follows up on failed Stripe payments before the subscription lapses.
  • It answers the customer who asks why they were charged, with the invoice in hand.
  • It records every payment, refund and dispute on the customer's CRM record.

Where the work is recorded

An agent that cannot record what it did is a chatbot. Every agent writes what was billed, paid, chased and flagged, on the client record, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.

Industries that run Stripe with agents

AccountingConstructionProperty ManagementConsultingLogisticsHealthcare

Other Accounting & Finance integrations

QuickBooks

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Xero

Cloud accounting software for small businesses and their advisors.

FreshBooks

Invoicing and accounting software for service businesses.

Plaid

A service that connects apps to bank accounts.

Square

Point-of-sale and payments for storefronts and service businesses.