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Stripe Integration

Automate Stripe with AI

Copiloto Financeiro connects to Stripe and lets you manage customers, subscriptions, invoices, refunds, and more — all via natural language chat.

What Copiloto does with Stripe

With 21 automated actions, Copiloto Financeiro offers complete Stripe management via chat. Query customers, manage subscriptions, control invoices, and process refunds without leaving the conversation.

21 automated actions
5 categories

Customer Management

Manage your entire Stripe customer base via chat. Create, update, query, and delete customers.

  • List customers with filters by email and creation date
  • Create new customers with complete data
  • Update existing customer data
  • Delete customers when needed

Subscription Management

Full control over recurring Stripe subscriptions. Create, update, and cancel subscriptions with flexible cycles.

  • List subscriptions with filters by status and customer
  • Create subscriptions with flexible cycles
  • Configure default payment method
  • Update or cancel existing subscriptions

Invoice Management

Complete Stripe invoice control. Create, view, send, pay, and manage the full invoice lifecycle.

  • List invoices with advanced filters
  • Create new invoices
  • View invoice details
  • Update draft invoice data
  • Delete draft invoices
  • Finalize invoices for sending
  • Pay open invoices
  • Send invoices by email to customers
  • Void invoices

Refunds

Process full or partial refunds directly via chat, with reason tracking.

  • Create full or partial refunds
  • Specify reason: duplicate, fraud, or customer request
  • List refunds with filters

Finance and Balance

Access Stripe financial information in real-time, including balance and balance transactions.

  • Check available and pending balance
  • View balance transactions (fees, refunds, payouts)

Examples of what you can ask

Which subscriptions are active on Stripe?

Lists all active subscriptions with customer and amount details.

Refund the R$ 150 payment from customer Maria

Processes the full or partial refund with reason logging.

Send invoice #INV-001 by email to the customer

Sends the invoice directly through Stripe to the customer's email.

What's the available balance on Stripe?

Returns the available and pending balance in real-time.

Export all invoices from this month to Excel

Generates an XLSX spreadsheet with all invoices for the period.

Extra features available

How many actions does Copiloto perform on Stripe?

Copiloto offers 21 automated actions on Stripe, covering customers, subscriptions, invoices, refunds, and finance.

Can I fully manage invoices via chat?

Yes. You can create, view, update, finalize, pay, send by email, and void invoices — all via chat.

Does Copiloto process refunds?

Yes. You can create full or partial refunds, specifying the reason (duplicate, fraud, or customer request).

Can I see Stripe balance and transactions?

Yes. Copiloto shows available and pending balance, plus transaction details like fees, refunds, and payouts.

Free Trial

Start now with no commitment

30 days to test all features. No credit card required.

Economize 5-10 horas por semana

Give time back to your finance team

Repetitive tasks don't need to consume your team's day. Let Copiloto handle operations while your team handles what matters.

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