The reality of subscription management today
Recurring revenue is great until you have to track it across multiple systems. Finance teams struggle with:
Subscriptions in Stripe/Recurly don't match invoices in the accounting system
Customer status spreadsheets are always out of date
MRR/ARR calculations require manual exports and pivot tables
No one notices failed payments or churns until month-end close
How this flow looks in Triform
In this setup, your billing platform stays the single source of truth. Whenever a subscription changes, Triform detects it, syncs to your accounting system, updates your status sheet, and keeps your revenue metrics current — all automatically.
Integrations used in this flow
Stripe
Manage subscriptions automatically, detect failed payments instantly, and reconcile Stripe data with accounting.
Xero
Auto-generate invoices from deals, reconcile transactions with AI matching, and streamline bookkeeping.
Google Sheets
Sync data bidirectionally, generate analytics automatically, and use Sheets as your automation database.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Set it and forget it revenue operations
Subscription sync runs continuously in the background. Your finance team only gets involved for exceptions and strategic decisions. This means:
- Real-time accuracy between billing and accounting systems
- MRR/ARR metrics you can trust without manual calculation
- Immediate visibility into payment issues and churn
From spreadsheet chaos to automated revenue ops
Connect your billing platform (Stripe, Recurly)
Connect your accounting system (Xero, Fortnox, QuickBooks)
Set up your status tracking destination
Configure your reporting schedule and recipients