Automate Stripe with Ottermation by Speak Toomey

Stripe gives you a ready-made checkout and subscription engine, so taking a payment is as simple as sharing a link or embedding a button. But the real magic happens when that payment kicks off everything else you normally do by hand—receipts, bookkeeping, customer notifications, even failed-card follow-ups. By connecting Stripe to Zapier and a few lightweight workflows we build for you, every sale instantly updates your books, pings the right teammates, and keeps customers in the loop without anyone lifting a finger.

Table of Contents

  • Pain Points

  • How We Help

  • Real Impact

  • Tech Stack

Pain Points

Collecting money is easy—everything around it isn’t:

  • Manual receipts. You email every customer a PDF after they pay.

  • Slow bookkeeping. Finance imports payouts into QuickBooks at month-end.

  • Payment chases. You remind clients about failed cards one at a time.

How We Can Help

Stripe and automations handle all the busy work

  • Instant receipt e-mail. New payment ➜ branded receipt + Thank-you text in under a minute.

  • Auto-posting to QuickBooks. Stripe payout hits, Zapier creates the matching deposit and fee entry.

  • Card-fail follow-up. Failed charge triggers a friendly SMS with a “try again” link—and opens a reminder task if no reply in 24 h.

Metric Before After
Time emailing receipts / day 40 min 0 min
Days to reconcile payouts 5 Same day
Failed-payment recovery rate 35 % 78 %
Finance data-entry hours / month 8 h 1 h

Tech Stack

Ready to automate your finance flow?

Book a free 15-minute automation audit

Questions? Check our Apps We Automate hub or email support@speaktoomey.com.