Automated Monthly MRR Reporting with Stripe and SendGrid

Pulls Stripe subscriptions, calculates month-end MRR, and emails the report via SendGrid.

Created by Chris Moen • Version 2 • 8 steps

Simplify your revenue tracking

Keeping a close eye on your Monthly Recurring Revenue (MRR) is essential for any subscription business, but manually pulling data from payment platforms is time-consuming. This workflow automates the entire reporting process by connecting Stripe with SendGrid. It ensures your leadership and finance teams receive accurate, up-to-date revenue figures at the end of every month without anyone needing to log in and export spreadsheets manually.

How the workflow works

The process begins with a scheduled trigger on the final day of each month. First, the automation fetches all active subscription data directly from your Stripe account. Next, it performs the necessary calculations to determine the total MRR, identifying new sign-ups, cancellations, and upgrades. Once the data is processed, the flow formats the figures into a clear summary and sends a professional report via SendGrid to your chosen recipients. You don't need to write any code or manage complex API calls, as the integration handles the heavy lifting between the two platforms.

Key benefits for your team

This template helps you maintain a consistent pulse on your business health while removing the risk of human error in financial reporting.

  • Data Accuracy: By pulling figures directly from Stripe, you avoid the mistakes that often happen during manual data entry.
  • Time Savings: Your team can focus on strategy rather than spending hours compiling month-end reports.
  • Complete Visibility: Ensure every stakeholder has access to the same revenue metrics at the exact same time.
  • Customisable Reporting: You can easily adjust which metrics are included or change the recipient list within the SendGrid step.
  • Scalable Operations: As your customer base grows, this automation continues to work efficiently regardless of your volume.

Who is this for?

If you are a founder, a Revenue Operations manager, or a finance lead, this flow is designed for you. It is particularly useful for SaaS (Software as a Service) companies that need reliable recurring revenue data to make informed decisions about growth and retention. By automating your MRR reporting, you build a more transparent and data-driven culture within your organisation.

FAQ

How does the automated Monthly Recurring Revenue reporting flow work?

This workflow automatically pulls your subscription data from Stripe at the end of each month to calculate your Monthly Recurring Revenue (MRR). Once the calculation is complete, it sends a structured report directly to your inbox using SendGrid.

Which platforms do I need to connect for this automation?

The flow connects Stripe and SendGrid to manage your revenue data and communications. It uses Stripe to access your subscription details and SendGrid to deliver the final email report to your team.

Can I customise the metrics or the design of the MRR report?

Yes, you can adjust the metrics included in the report or change the email layout within the SendGrid step. This ensures the data matches your specific business goals and reporting style.

What are the benefits of automating Stripe MRR reports?

Automating your reporting removes the risk of manual calculation errors and saves several hours of data entry every month. It provides your team with a consistent, reliable view of your financial growth without any manual intervention.