Getting started
Running a monthly review
More sources and clients
How the numbers work
Connecting Stripe
Read-only access to your Stripe payment history, approved on Stripe.
Connecting Stripe lets Morevy pull your payment history itself, so there is no file to export. Access is read-only. Morevy cannot move money, issue refunds or change anything in your Stripe account.
Connect
Select Connect Stripe, either on the first screen of a new workflow or on an empty conversation.
Select Connect with Stripe. Stripe asks you to approve read-only access for Morevy. There is nothing to copy or paste.
Morevy syncs your payment history and shows you what it pulled. The dialog reads Synced and waiting on your review. Nothing runs until you say so.
The connection is marked Read-only · encrypted at rest. You can revoke it in Stripe at any time.
Using a restricted key instead
If you prefer to manage the access yourself, select Paste a restricted key instead and create a restricted key in Stripe:
In the Stripe Dashboard, open Developers, then API keys, and choose Create restricted key.
Name it Morevy.
Set Read on these resources and None on everything else: Account, Customers, Charges, Subscriptions, Invoices, PaymentIntents, Products, Prices, Refunds, Events, Disputes, CreditNotes.
Create the key, copy it (it starts with
rk_live_), and paste it into Morevy.
If a permission is missing, Morevy tells you at once and lists the resources that need Read. Edit the key in Stripe and paste it again.
Caution. Use a restricted key, not your secret key (sk_live_). A secret key grants far more access than Morevy needs.
When Morevy syncs
The first sync reads your full payment history. After that, Morevy syncs only when you ask: open What Morevy knows, then Data connections, and select Sync again. The row shows when the account last synced.
New payments are not pulled on a schedule, so sync again before you review a month that has just ended.
If the connection stops working
If Stripe stops accepting the key, for example because it was revoked, the sync reports Your key stopped working, so the sync could not read anything. Select Reconnect with a new key.
What connecting does not change
A synced source is read and checked the same way as a file. You still see how it was read, answer any decisions, and review the month before anything is final.
More than one Stripe account can be connected to the same workspace, and a Stripe account can be combined with files from other systems. See Adding more than one file.