Payment Operations CRM — Stripe payments and live financial data in one workflow

The challenge

There was no single source of truth. Payment links were not tied to case records, financial data lived in separate banking portals, and every action meant jumping between tools and copying data by hand — producing mismatched records, delayed payments, and zero visibility into a client's financial status during an active case.

Business challenges

• Eliminate manual reconciliation across spreadsheets and portals
• Tie every payment link directly to a case and account number
• Give the team live financial status inside the case they're working
• Ship a lean tool around one workflow, not a bloated CRM

Technical challenges

• Generate Stripe payment links programmatically, scoped to each case
• Surface linked bank accounts, balances, and transactions in context
• Keep sensitive financial data minimal and permission-scoped by design
• Import existing spreadsheet data and auto-populate account details

Our solution

An API-first CRM where each case surfaces its client's linked bank accounts, real-time balances, transaction history, and account-owner details directly inside the case record — with Stripe payment links generated in the same view.

Core features delivered

• Linked account visibilityStripe Financial Connections surfaces each client's linked bank accounts directly inside the case record — no portal switching, no manual lookups.
• Real-time balancesAccount balances are pulled and displayed in context, with a manual refresh trigger so the team syncs the latest data on demand without polling overhead.
• Transaction historyFull per-account transaction history is accessible within the case view, so the team can verify payment status without leaving the CRM.
• Account owner detailsFinancial Connections surfaces account-holder identity data — a verified layer of client information tied to the case and account number.
• Case-scoped payment linksStripe payment links are generated and tied directly to case and account numbers, with field validation and error handling on every request.