Description Automate your financial reporting by pulling charge and refund data from Stripe, calculating key revenue and risk metrics, and delivering professional reports directly into Slack. This workflow runs on a monthly or quarterly schedule, processes Stripe data into insights, and formats a rich Slack message with revenue breakdowns, top customers, refund analysis, and payment method insights. 📊💰💬 What This Template Does Runs automatically on a monthly (1st day) or quarterly schedule (every 3 months) at 9 AM. ⏱️ Fetches Stripe charges and refunds for the reporting period. 💳 Merges charge and refund data for a unified dataset. 🔄 Calculates financial metrics: total revenue, net revenue, average transaction value, refund rate. 📈 Estimates growth metrics: Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR). 🚀 Identifies top 3 customers by revenue. 🏆 Breaks down payment methods used (e.g., Visa, Mastercard, etc.). 💳 Performs risk analysis on transactions by Stripe’s risk scores. ⚠️ Analyzes refund reasons and generates insights. 🔄 Formats all results into a clear, structured Slack message with sections for finance, growth, risk, and customers. 💬 Key Benefits Eliminates manual Stripe report exports. ⚡ Ensures timely financial reporting (monthly or quarterly). 📅 Provides instant visibility of revenue, refunds, and risks in Slack. 📲 Surfaces top customers and payment methods for strategic insights. 🏅 Helps finance and ops teams catch anomalies early (high refunds or risky transactions). 🛡️ Keeps leadership and teams aligned with automated reporting. 👩‍💻👨‍💻 Features Schedule Triggers – Automates reporting on monthly or quarterly cycles. Stripe Charges & Refunds – Pulls transaction and refund data directly from Stripe API. Merge Node – Combines charges and refunds into a single dataset. Custom Code Metrics – Calculates revenue, net revenue, refund rates, and growth metrics. Top Customer Analysis – Highlights top revenue-generating customers. Payment Breakdown – Shows revenue split by card brand/payment method. Refund Analysis – Summarizes refund reasons and rates. Risk Analysis – Categorizes payments by low, medium, or high risk scores. Slack Integration – Delivers insights in a professional report format. Requirements n8n instance (cloud or self-hosted). Stripe API credentials with read access to charges and refunds. Slack Bot token with chat:write permission. Target Audience Finance teams needing automated recurring Stripe reports. 💼 SaaS companies monitoring MRR, ARR, and refunds. 🚀 Founders/Execs who want financial dashboards in Slack. 👩‍💼 Operations teams tracking risk and refund trends. 🛠️ Remote teams relying on Slack for reporting. 🌍 Step-by-Step Setup Instructions Connect your Stripe API credentials in n8n. 🔑 Connect your Slack API credentials and select your target channel. 💬 Adjust the schedule triggers (monthly/quarterly) if needed. ⏱️ Customize the Slack message formatting if you want branding or tone changes. 🎨 Test the workflow with sample data to confirm financial metrics. ✅