Support
How can we help?
Email us with any question or problem, or find the steps for connecting Stripe below.
Connect your Stripe account
Connecting Stripe brings your payments, fees and payouts into your CleaningInsytes profit and loss report. It takes about a minute and the access is read-only.
- Sign in to CleaningInsytes, or start a free trial if you do not have an account yet.
- Open Financials in the left sidebar, then the Accounts tab.
- On the Stripe card, choose "Connect with Stripe".
- Stripe shows what CleaningInsytes will be able to read. Approve it.
- You are brought back to CleaningInsytes while your Stripe history imports. When it finishes, the Stripe card shows Connected.
What CleaningInsytes reads from Stripe
- Balance transactions: payments, fees, refunds, payouts and transfers
- Charges and refunds, so each revenue line shows its payment details
- Customer names and email addresses, so you can see who paid you
- Names of connected accounts you transfer money to, so payouts to cleaners are labeled
How this data is stored and used is covered in the privacy policy.
Common questions
Can CleaningInsytes move money or change anything in my Stripe account?
No. The connection is read-only. CleaningInsytes cannot create charges, issue refunds, change payouts or edit anything in Stripe.
How do I disconnect Stripe?
Open Financials, then the Accounts tab, and choose Disconnect on the Stripe card. You can also uninstall CleaningInsytes from the installed apps page in your Stripe Dashboard. Either one stops all further syncing.
How often does my Stripe data update?
Once a day, automatically. You can also choose "Sync now" on the Stripe card in the Accounts tab to pull the latest activity right away.
I connected Stripe but some transactions are missing a category.
New transactions wait in the Transactions tab under "For Review" until you confirm a category. Add a rule in the Rules tab and matching transactions are categorized for you from then on.
How do I cancel or change my subscription?
From Settings inside the app, open billing to reach the billing portal. Cancelling takes effect at the end of the period you have already paid for.
Still stuck? Email support@cleaninginsytes.com and tell us what you were trying to do.