UNOBITS
Finance

Keep Stripe. Stop retyping what it knows.

Link payment records, invoices, and customer subscriptions.

  • Connects in a few minutes
  • Included on every plan
  • Disconnect whenever you like
01What it does here

What Stripe is worth once it is inside.

Bridge the gap between selling, delivering, and collecting. Bring payment events, customer invoices, and subscription statuses directly onto your customer timelines.

Lead-to-Cash Visibility: See real-time payment history in CRM timelines.

Automated Access: Invite customers to portals automatically after purchase.

Unified Finance: Keep expense and payment reports in one place.

02Connecting it

About as involved as signing in.

No middleware, no connector subscription, no developer. You authorise it once and it stays connected.

  1. 1

    Click Stripe in the integrations library.

  2. 2

    Connect securely using your Stripe credentials.

  3. 3

    Choose which Webhook events to listen to.

  4. 4

    Map payment states to UNOBITS CRM stages.

03What you can automate

Things that then happen without you.

Write these in plain language in Automations — no flowchart required — or build the complicated ones properly when you need to.

Automation

Stripe checkout completed → Mark CRM deal as Won and trigger client onboarding

Automation

Subscription canceled → Update customer portal permissions

Automation

Payment failed → Log alert inside the team inbox

Specialist tools are fine. Islands are not.

Keep Stripe for what it is genuinely good at, and let it feed the same system your inbox, clients, jobs and invoices already live in.