FIRST-PARTY DATA / STRIPE + WHITEBOXX AI
Explain recurring-revenue
movements from Stripe records.
Build a revenue review that reconciles new business, expansion, contraction and churn against finance-approved definitions.
THE ANALYTICAL TASK
What contributed to the change in recurring revenue?
Finance needs to see which movements explain the change in revenue. That requires an agreed treatment of plans, discounts, currency and payment status.
Choose the products and periods, then retrieve the billing records and history needed for the revenue model. We can build the calculations, reconcile them with finance and prepare the comparison.
THE OUTPUT
A revenue bridge that finance can reconcile.
The report bridges opening and closing recurring revenue, showing the contribution from each movement. It can also highlight concentration by product tier or account group.
INPUTS AND DEFINITIONS
Agree the revenue definitions and cutoffs.
| Input or measure | What to establish |
|---|---|
| Recurring revenue | Agree interval normalisation, discounts, currency and tax treatment. |
| Churn | Separate customer loss, revenue loss and involuntary payment failure. |
| Revenue reconciliation | Tie the movement bridge to the finance team’s accepted report. |
CUSTOM INTEGRATION BUILD
Build the billing retrieval and revenue model.
This is a custom revenue-analysis build. Existing code discovers products and reads subscriptions; complete billing retrieval, historical processing and MRR or retention calculations are included in the project scope.
Agree how trials, pauses, annual plans and overdue invoices are treated. Refunds, payment retries and subscription changes are separate billing actions.
PILOT ACCEPTANCE
How should you evaluate a Stripe integration?
| Check | Evidence to review |
|---|---|
| Fix the revenue definition | Agree subscription status, monthly amounts, currency, cutoffs and treatment of usage charges. Distinguish MRR from invoices, cash receipts and recognised revenue. |
| Reconcile the bridge | Opening MRR plus new business and expansion, less contraction and churn, must equal closing MRR for the same account population. Investigate any residual. |
| Check joins before explanations | Aggregate support or CRM inputs to the account grain before joining them to the bridge. Compare the joined totals with the unjoined finance reference. |
PLANNING THE IMPLEMENTATION
Is this a ready-to-use Stripe connection?
Stripe integration is a custom implementation scope. Start with an approved input for the analytical task, then implement and validate the required connection, calculations and refresh. The design on this page does not establish that your account is connected or that the complete workflow is deployed.
Use the pilot evaluation guide