Automated Monthly MRR Reporting with Stripe and SendGrid
Calculates month-end MRR from Stripe subscriptions and emails the report via SendGrid for a consistent revenue snapshot.
Created by Breyta • Version 1 • 8 steps
Track your revenue health automatically
Keeping a close eye on your Monthly Recurring Revenue (MRR) is vital for any subscription-based business, but manually pulling data from payment processors is a tedious chore. This workflow automates the entire reporting cycle by retrieving your latest subscription data from Stripe and sending a clean, professional summary via SendGrid. Instead of spending your first morning of the month in spreadsheets, you can rely on an accurate snapshot delivered straight to your inbox.
How this workflow functions
The automation starts on a scheduled trigger at the end of every calendar month. It connects to your Stripe account to fetch all active subscription data, including plan values, quantities, and discounts. The logic then calculates the total MRR by aggregating these figures and adjusting for different billing cycles. Once the calculation is complete, the flow triggers SendGrid to format this data into a clear email report. This email is sent to your chosen stakeholders, ensuring everyone stays aligned on revenue growth and retention targets without manual intervention.
Integration highlights and features
This template brings your financial data and communication tools together to create a reliable reporting loop. By using the official Stripe and SendGrid connectors, you ensure data integrity and high deliverability for your internal updates.
Key benefits of using this flow include:
- Eliminates manual data entry errors when calculating monthly revenue.
- Provides a consistent, repeatable snapshot of your business health.
- Saves hours of administrative work for your finance or operations team.
- Ensures stakeholders receive timely updates without needing access to Stripe.
- Allows you to focus on growth strategies rather than data collection.
Support your revenue operations
Managing a growing SaaS or subscription service requires quick access to trustworthy numbers. This flow is designed for team leads, founders, and operations managers who need to stay informed but don't have time for manual reporting. It provides a simple way to maintain visibility over your financial performance, helping you make informed decisions based on real-time data from your primary payment gateway.
FAQ
What does the automated monthly MRR reporting flow do?
This workflow calculates your month-end Monthly Recurring Revenue (MRR) from Stripe and sends a summary report via SendGrid. It gives you a consistent snapshot of your revenue performance without any manual data entry.
How does the MRR reporting automation work?
The flow connects directly to your Stripe account to pull subscription data at the end of each month. It then formats these figures into a clear report and delivers it to your chosen recipients using SendGrid.
Which services do I need to set up this revenue snapshot?
You only need active accounts with Stripe and SendGrid. Once you connect these services to the platform, the automation handles the data transfer and email delivery for you.
Can I customise who receives the monthly revenue reports?
Yes, you can customise the email template in SendGrid and choose exactly which team members should receive the Monthly Recurring Revenue (MRR) updates. You can also adjust the timing to ensure the report arrives when you need it most.