Stripe (Connect)

What it does in ClientPulse: Connects your existing Stripe account to ClientPulse so we can pull invoices and payment status. This surfaces overdue clients, MRR trends, and which clients are quietly cancelling.

Status: Available

Tier: Agency tier only. Stripe Connect needs an underwritten platform account, which we maintain at the Agency tier.

Per-agency: One Stripe account per ClientPulse workspace (shared across all teammates).

Note: This is for connecting your agency's existing Stripe account so ClientPulse can read your invoices. It is NOT how you pay for ClientPulse itself — that's billed separately on https://clientpulse.helloaurora.ai/dashboard/billing.

Before you start (prerequisites)

• Account requirement: A live, verified Stripe account. The account must already be activated for payments (i.e. you've completed Stripe's onboarding and can charge customers).
• You must be the agency owner in ClientPulse — billing connections are per-agency, not per-user.
• You must be on the Agency tier ($799+/mo). Lower tiers don't see the Connect button.
• Cost: Free on ClientPulse's side. ClientPulse runs the Stripe Connect platform — you don't register anything with Stripe yourself, you just authorize our Connect app from your existing Stripe account. Stripe's own per-transaction fees apply as usual — see https://stripe.com/pricing.

Step-by-step setup

1. In ClientPulse

1. Open https://clientpulse.helloaurora.ai/dashboard/integrations.
2. Find the Stripe card. Screenshot to be addedIntegrations page with Stripe card highlighted
3. Click Connect Stripe.

2. On Stripe's OAuth screen

1. You're redirected to https://connect.stripe.com/oauth/authorize.
2. Sign in with the email of the Stripe account owner, OR — if you're already signed in — pick the right Stripe account from the account switcher in the top-right.
3. Review the permissions ClientPulse is requesting (read invoices, payments, customers, subscriptions; the read_write scope is requested but ClientPulse only ever reads).
4. Click Connect my Stripe account. Screenshot to be addedStripe Connect consent screen with the agency Stripe account selected
5. Stripe redirects you back to /dashboard/integrations with ?connected=stripe in the URL.

3. Verify it's working

• The Stripe card flips to Connected.
• Within a minute or two a "we found X invoices, matched Y to clients" card appears at the top.
• Open https://clientpulse.helloaurora.ai/dashboard/clients — overdue payment badges should start appearing next to clients who have unpaid invoices.

What you can do with it once connected

• See per-client lifetime revenue + last invoice date.
• Get "this client's invoice is N days overdue" alerts in your Monday Brief.
• Surface upsell opportunities ("this client's MRR has grown but they haven't been upsold in 6 months").
• See agency-wide MRR + churn dashboards.

Common pitfalls

• Pitfall: You signed into the wrong Stripe account (you have multiple). Fix: Click Disconnect on the Stripe card, then start the flow again — use Stripe's account switcher (top-right on connect.stripe.com) to pick the right account before clicking Connect my Stripe account.
• Pitfall: "Stripe Connect is only available on the Agency plan" error. Fix: Upgrade to the Agency tier at https://clientpulse.helloaurora.ai/dashboard/billing, then retry.
• Pitfall: Stripe customers don't match your ClientPulse clients. Fix: ClientPulse matches Stripe customers to ClientPulse clients by email + domain. Click Review unmatched on the post-connection card to map manually.

Restrictions

• ClientPulse only reads from Stripe — invoices, payments, customers, subscriptions. It does NOT create charges, issue refunds, or modify subscriptions on your behalf.
• One Stripe account per agency. If you operate multiple Stripe accounts (e.g. one per legal entity), you'll need a separate ClientPulse workspace for each.
• Disconnecting unlinks the account but does NOT delete historical data we've already pulled. Use Settings → Data → Purge for that.

Need help?

Email support@helloaurora.ai — we'll walk you through it.