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Stripe

What it connects​

Stripe connects your company's own Stripe account to Igdrasil. When an invoice is finalized in Stripe, Igdrasil can automatically bring the invoice into your workspace so it is available for document storage or accounting review.

Each company connects its own Stripe account. Igdrasil keeps company data separate and uses the connected Stripe account to place each invoice in the right workspace.

What Igdrasil imports or exports​

  • Imports finalized Stripe invoice PDFs.
  • Stores the invoice in the company document inbox.
  • Optionally prepares a draft customer invoice for review.
  • Matches or creates the customer from the invoice email when accounting review is enabled.

Igdrasil does not currently mark Stripe invoices as paid automatically. Payment status sync can be added in a later phase.

Requirements​

Before connecting Stripe, make sure you can sign in to the Stripe account for the company you want to connect.

Decide how Igdrasil should handle new finalized invoices:

  • Store only: the invoice PDF lands in the document inbox for reference.
  • Accounting candidate: Igdrasil creates a draft customer invoice that a person can review and approve.

The safe default is Store only.

Connect steps​

  1. Open Workspace, then Integrations.
  2. Select Stripe.
  3. Click Connect Stripe.
  4. Sign in to Stripe and approve the connection.
  5. Return to Igdrasil.
  6. Choose the processing intent: Store only or Accounting candidate.
  7. Finalize a test invoice in Stripe.

First sync checks​

After finalizing a test invoice in Stripe, confirm that the invoice appears in the Igdrasil document inbox.

If you selected Accounting candidate, also confirm that a draft customer invoice was created with the expected customer, revenue, VAT, and invoice details before approving it.

Daily use​

Create and finalize invoices in Stripe as usual. Once an invoice is finalized, Igdrasil imports the invoice automatically.

Use Store only when you want Stripe invoices saved as source documents. Use Accounting candidate when you want Igdrasil to prepare draft customer invoices for review.

Troubleshooting​

If an invoice does not appear in Igdrasil, check that:

  • The Stripe account is connected.
  • The invoice has been finalized in Stripe.
  • The invoice has a PDF available in Stripe.
  • The Stripe connection belongs to the correct Igdrasil company.
  • The integration processing intent is set as expected.

Igdrasil only imports finalized invoices because finalized invoices are locked in Stripe and have a complete invoice PDF.

Disconnect and data handling​

Disconnecting Stripe stops future Stripe invoice imports for the company. Invoices already imported into Igdrasil remain in the workspace as source documents and review history.