Audit PBC List Management for SaaS Controllers with Stripe
The Problem
Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between SaaS Finance operators and the audit team.
What We Build in Stripe
AI manages the PBC list, pulls each requested schedule from NetSuite, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Stripe — uses the native API or agent integration so nothing leaves the system of record.
Stripe Integration Approach
Audit your Stripe configuration
We map the specific Stripe objects, custom fields, and workflows the automation needs to touch for your saas finance practice.
Build on the Stripe API or agent
Integration happens inside Stripe — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Stripe with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Stripe instance
30-minute call. We'll look at your actual Stripe setup and show exactly how this workflow fits.