Automated Monthly MRR Reporting with Stripe and SendGrid
Automatically pulls active and past-due Stripe subscriptions at month-end, calculates MRR, and emails the report via SendGrid to finance and leadership.
Created by Chris Moen • Version 1 • 8 steps
Streamline Your Monthly Revenue Analysis
Eliminate the manual grind of end-of-month financial reporting. This automated workflow triggers on the last day of every month to capture a precise snapshot of your subscription health. By pulling real-time data directly from your billing engine, it ensures your leadership team receives accurate insights without the risk of human error or late-night data entry.
Deep Integration with Stripe and SendGrid
The template leverages high-performance HTTP requests to interface with the Stripe API, systematically retrieving both active and past-due subscription sets across multiple pages. Once the data is gathered, a custom logic function aggregates the figures to calculate your exact Monthly Recurring Revenue (MRR). Finally, the flow utilizes SendGrid to deliver a polished, professional report directly to the inboxes of your finance and executive teams.
Key Benefits for Revenue Ops
- Total Accuracy: Automatically includes past-due accounts in your calculations for a realistic view of net revenue.
- Time Savings: Replaces hours of manual CSV exports and spreadsheet manipulation with a single, scheduled automation.
- Better Visibility: Keeps stakeholders informed with consistent, automated reporting that drives data-backed decision-making.
- Scalable Architecture: Designed to handle high volumes of subscription data, ensuring your reporting remains stable as your business grows.
Steps
- Check whether today is the last day of the month (function)
- List active Stripe subscriptions (page 1) (http)
- List active Stripe subscriptions (page 2) (http)
- List active Stripe subscriptions (page 3) (http)
- List active Stripe subscriptions (page 4) (http)
- List past-due Stripe subscriptions (http)
- Calculate monthly recurring revenue report (function)
- Send monthly MRR report by email (http)
FAQ
What does the Automated Monthly MRR Reporting flow do?
This automation calculates your Monthly Recurring Revenue (MRR) by pulling data for active and past-due subscriptions from Stripe and delivering a formatted report via SendGrid on the last day of every month.
How does the system ensure the report is only sent at the end of the month?
The workflow uses a built-in function to verify if the current date is the last day of the month before triggering the data collection and reporting steps.
Which services are required for this MRR reporting automation?
This flow integrates directly with Stripe to retrieve subscription data and uses SendGrid's email infrastructure to distribute the final revenue report to your finance and leadership teams.
Does this report include past-due subscriptions in the revenue calculation?
Yes, the flow includes specific steps to fetch both active and past-due Stripe subscriptions, ensuring your MRR calculation accounts for delinquent accounts and provides an accurate revenue snapshot.
Can this flow handle a large number of Stripe subscriptions?
The workflow is designed with multiple pagination steps to retrieve several pages of Stripe subscription data, ensuring accurate reporting even for businesses with a high volume of active customers.