LawBilling & Finance

Stripe Payment-to-Books Posting

Built for Law Firm Billing Teams.

Summarize daily Stripe activity and post the journal entries to QuickBooks or Xero with the right customer coding, reducing manual reconciliation for finance teams.

Why this matters

The manual work this replaces

Finance staff export Stripe activity each morning and re-key the entries into QuickBooks or Xero with the right customer and matter coding by hand.

What Caddi does

How the automation runs

  1. Stripe
  2. Quickbooks
  3. Xero

This process posts daily Stripe activity to accounting. It pulls the prior day's Stripe charges, refunds, and payouts, applies the firm's customer- and matter-coding rules, validates totals against the Stripe dashboard, posts the journal entries to QuickBooks or Xero, and writes the accounting reference back to each Stripe charge for audit.

Value created

What changes after Caddi

Posts each day's Stripe activity to accounting with the right coding, without finance staff doing the manual reconciliation.

Browse all
Law

Expensify Expense Report to Accounting

Pull approved Expensify reports, apply the firm's coding rules, and post them to QuickBooks or Xero with the right matter or client, reducing manual posting for finance teams.

Law

Xero Receipt-to-Invoice Reconciliation

Extract payment details from incoming receipts and match them to the right Xero invoice with the matter or client coded, reducing manual reconciliation for finance teams.

Law

Vendor Bill Creation

Read vendor payout rows and create matching bills with the correct vendor, expense categories, and payment terms, reducing manual bill entry for billing and finance teams.

See it on your stack

Want Stripe Payment-to-Books Posting automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.