Integration
Connect Stripe to Polaris
This is the one connection where the key you choose matters more than anything on this page.
What connecting buys
Connecting Stripe gives a Polaris worker payments and invoice data through a restricted API key. Polaris verifies the key against Stripe before storing it and shows the account name it returned. Restricted keys with read-only scopes are the right credential here: a worker reconciling invoices needs to read charges, and nothing about that job requires the ability to move money.
- Credential
- Restricted key
- Recommended scopes
- Read-only
- Verified live
- Stripe returns the account name
What finance work actually needs
Look at the finance tasks that go undone in a small company. Which invoices are late. What that unlabelled charge was. Whether last month closed cleanly. Whether the budget line matches the bank.
Every one of those is a reading problem. Somebody opens a dashboard, exports something, matches it against something else and writes a paragraph. The writing is the deliverable and the reading is the tedium, which is a good description of the work AI workers are worth hiring for.
None of it requires the ability to issue a refund, and a credential that can issue refunds is a credential you have to think about every time somebody joins the org.
What the connection gives a worker
Bounded by the restricted key's scopes.
Payments
The record of what came in, which is the starting point of every reconciliation anybody has ever put off.
Invoices
Status, amounts and dates, so a chase list is generated from Stripe rather than from a spreadsheet that was accurate a fortnight ago.
Customer records
Enough to attribute a charge to an account when the finance question is really an account question.
Material for the monthly close
A close checklist that arrives with the numbers already filled in is a different kind of Monday from one that starts empty.
Two credentials, two different weeks
Restricted read-only key
- A worker can describe the state of your revenue
- Nothing it does can alter a customer's money
- A leaked key exposes data, which is bad and bounded
- Security review takes one screen
A full secret key
- The worker can read exactly the same things
- It also holds permissions no task needs
- A leaked key becomes an incident rather than a problem
- You now audit every worker that carries the connection
Workers and work this connection feeds
Hire an AI bookkeeper
It does the sorting, chasing and drafting that eats a finance afternoon, and it stops at the line where a qualified person has to sign.
Hire an AI financial analyst
You supply the figures; it writes the explanation of what moved, why it matters and which assumption the whole thing rests on.
Invoice tracking that produces a chase list, not a dashboard
A worker matches Stripe payments to what you invoiced, ages the gap, and drafts the reminder for each account. You decide who actually gets chased.
Expense categorization that escalates instead of guessing
A worker pulls receipts out of the mailbox, codes them against your own chart of accounts, and puts anything ambiguous in a pile for you rather than picking a category to look finished.
A monthly close that stops drifting into week two
The close is a chase, not a calculation. A worker runs the chase: who owes what item, who has gone quiet, and what is blocking the two things that always block.
Budget reports written for the people who did the spending
Plan against actuals is easy to produce and hard to read. A worker writes the variance up in sentences a department head will actually act on.
Questions people ask
+Can an AI worker refund a customer or move money in Stripe?
Only if the key you stored permits it, which is why the catalog recommends a restricted read-only key. Stripe enforces the permissions and Polaris uses the credential exactly as issued. Create a key that cannot move money and no instruction to a worker can make it move money.
+How does Polaris verify a Stripe key?
It calls Stripe's account endpoint before storing anything. A rejected key returns Stripe's status code as an error and nothing is written. A valid one comes back with the account display name, which the connect panel shows so you can confirm you connected the account you meant to.
+Where is the Stripe key kept?
Server-side against your organisation, written by the function that verified it. The browser never receives it back. Revoking deletes the row and returns every worker carrying the Stripe connection to pending in the same action.
+Should I connect a production Stripe account at all?
For invoice tracking and reconciliation, production data is the point and a read-only key is a proportionate way to reach it. For anything experimental, connect a test-mode key first. Polaris is in free public beta and has no compliance certification to offer, so decide with that on the table.
+Can one organisation connect two Stripe accounts?
No. Credentials are stored one per tool per organisation, so a second Stripe key replaces the first rather than sitting beside it. Teams with several entities need separate organisations for now.
Related
Every tool a Polaris worker can be given
One catalog, one credential per tool per organisation, authorized by an owner and used by every worker who carries it.
Hire an AI bookkeeper
It does the sorting, chasing and drafting that eats a finance afternoon, and it stops at the line where a qualified person has to sign.
Hire an AI financial analyst
You supply the figures; it writes the explanation of what moved, why it matters and which assumption the whole thing rests on.
Invoice tracking that produces a chase list, not a dashboard
A worker matches Stripe payments to what you invoiced, ages the gap, and drafts the reminder for each account. You decide who actually gets chased.
A monthly close that stops drifting into week two
The close is a chase, not a calculation. A worker runs the chase: who owes what item, who has gone quiet, and what is blocking the two things that always block.
Connect HubSpot to Polaris
Private-app tokens are scoped where you create them, which makes HubSpot one of the easier connections to grant narrowly.
Finance work with an AI worker on the roster
The chasing, sorting and assembling that fills a finance week, prepared by a worker you brief once and review every time.