Connect Stripe to Power BI

Connect the Stripe account in Catchr and build a Power BI query for charges or balance transactions. Preview identifiers, dates, amounts and currency, then load the generated URL with Get data > Web in Power BI Desktop. Model charges and balance transactions at their own grain and reconcile a small sample before calculating payment volume, fees or net balance activity.

A payment and a payout are different events. A payout can group funds from several transactions and reflect fees, refunds or other balance adjustments. It can also arrive after the payment date. Compare the transactions that contributed to the payout rather than expecting each day's charge total to match that day's bank deposit.

Yes. Catchr exposes balance-transaction amount, fee and net fields, together with transaction category and currency. Use those fields for a balance-activity view. Keep payment volume and net balance activity in separate charts so processing fees and other adjustments are not mistaken for changes in sales.

Use the charge status, paid and captured fields to define the payments included in your report. A created charge is not necessarily a successful captured payment. Keep failures in a separate operational chart if you want to investigate payment issues, rather than counting every charge record as revenue.

Yes. Catchr includes charge refunded amount, refund status and dispute indicators, as well as balance-transaction categories. Distinguish a partially refunded charge from a fully refunded one. When combining charge and balance views, avoid deducting the same refund twice.

Choose the date that matches the question. Charge creation describes payment activity; a balance transaction's availability date describes when those funds become available. Catchr exposes both types of information. Label charts clearly and use the same date basis when reconciling with a Stripe export.

Yes. Add a CRM source such as HubSpot to compare opportunities with collected payments. A closed-won deal and a Stripe charge are not the same record or necessarily the same date. Use reliable customer or invoice mappings for reconciliation, and keep currencies consistent.