Redbird AI syncs payment data, customer records, and transaction details between Stripe and Dynamics 365 automatically. Stop manually reconciling revenue, exporting payment files, or building custom middleware to keep your ERP and payment infrastructure aligned.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically create journal entries in Dynamics 365 Finance when payments are received in Stripe. Map transaction data to the correct GL accounts, cost centers, and revenue recognition schedules. Eliminate manual payment reconciliation and ensure real-time accuracy in your general ledger.
When new customer accounts are created in Dynamics 365 Sales or Customer Service, automatically create corresponding customer records in Stripe with billing details, tax IDs, and payment terms. Keep customer data synchronized across your CRM and payment systems without duplicate data entry.
Automatically update revenue forecasts and sales pipeline data in Dynamics 365 when Stripe subscription events fire—upgrades, downgrades, cancellations, or renewals. Finance teams get real-time visibility into recurring revenue movements without waiting for end-of-month exports.
Create service cases or alerts in Dynamics 365 Customer Service when disputes, chargebacks, or failed payments occur in Stripe. Include transaction details, customer history, and dispute evidence to accelerate resolution workflows and reduce revenue leakage.
Build unified revenue and cash flow reports that combine Dynamics 365 operational data with Stripe payment analytics. Surface insights on payment method performance, regional revenue trends, and reconciliation exceptions across your entire financial stack.
When sales reps view customer records in Dynamics 365, automatically enrich them with Stripe payment history, subscription status, lifetime value, and payment method details. Sales and customer success teams get complete financial context without switching between systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Stripe with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands the data models, entity relationships, and API structures of both Dynamics 365 and Stripe—so your finance and operations teams don't need to.
Redbird maps Stripe payment objects, subscription events, invoice line items, and customer metadata to Dynamics 365 entities like journal entries, sales orders, customer accounts, and revenue schedules. Our AI handles the complexity of multi-currency reconciliation, tax jurisdiction mapping, and revenue recognition rules automatically. You don't need to write custom code to translate between Stripe's payment events and Dynamics 365's finance modules—Redbird handles schema transformation, field mapping, and data validation out of the box.
faster than building custom Stripe-to-Dynamics 365 integrations with middleware
Redbird can pull from Dynamics 365 and Stripe simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dynamics 365 or Stripe.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into Stripe, or from Stripe back into Dynamics 365. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any event in Dynamics 365 or Stripe—new payments, customer updates, subscription changes, or ERP transactions.
Fires when a new customer account is created in Dynamics 365 Sales or Customer Service.
Triggers when a sales order moves to a new status like confirmed, invoiced, or fulfilled.
Fires when an invoice is finalized and posted in Dynamics 365 Finance.
Add new customer accounts or update existing records with billing details and metadata.
Create journal entries with line items, GL account mappings, and dimensions.
Open a case in Customer Service with assigned owner, priority, and supporting details.
Fires when a payment is successfully processed or fails in Stripe.
Triggers on any subscription lifecycle event including upgrades, downgrades, and cancellations.
Fires when a customer disputes a charge or a chargeback is initiated.
Add new customers or update billing details, tax IDs, and payment methods.
Create invoices or hosted payment links for customers with line items and terms.
Modify subscription plans, billing cycles, or customer payment methods.
Sync Dynamics 365 and Stripe in minutes. Redbird AI handles the complexity of mapping payment data to your ERP so your finance team can focus on analysis, not reconciliation.