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WisePilot connects to Stripe and Xero to pull in invoice data, detect MRR patterns, and reconcile charges against your revenue records.

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Stripe

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Connecting

  1. Navigate to Settings > Integrations
  2. Click Connect Stripe and enter your Stripe API key
  3. Once connected, your invoices and charges appear in the Invoices tab

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What Syncs

  • Invoices — All Stripe invoices with customer, amount, and subscription details
  • Standalone charges — Charges not attached to invoices (common for simple billing setups)
  • Active subscriptions — Available as a dropdown when creating revenue records

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MRR Detection

WisePilot groups standalone charges by customer and amount to detect recurring patterns:
  1. Charges with the same customer and amount are grouped
  2. The average interval between charges is calculated
  3. Monthly (20-45 days), quarterly (80-100 days), and annual (350-380 days) patterns are identified
  4. Detected patterns surface with a one-click action to create a revenue record
MRR detection works best with at least 2 charges from the same customer at the same amount. New subscriptions will be detected after their second charge.

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Cross-Website Exclusion

If multiple websites share a Stripe account, each charge can only be claimed by one website. Charges claimed by other websites are automatically hidden from your invoice feed.

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Xero

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Connecting

  1. Navigate to Settings > Integrations
  2. Click Connect Xero to start the OAuth flow
  3. Authorize WisePilot in your Xero account
  4. Select the Xero tenant (organization) to link

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What Syncs

  • Invoices — Accounts receivable invoices with contact and line item details
  • Repeating invoices — Recurring invoice templates for MRR matching
  • Contact filtering — Filter invoices by contact name or account code in settings

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Token Refresh

Xero OAuth tokens expire every 30 minutes. WisePilot automatically refreshes them with a graduated retry system:
  • Strike 1 — Retry immediately
  • Strike 2 — Wait and retry
  • Strike 3 — Mark connection as unhealthy; re-authorize from Settings
If your Xero connection shows as unhealthy, click Reconnect in Settings to re-authorize. This usually means the refresh token has expired (after 60 days of inactivity).

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Reconciliation States

Every invoice from Stripe or Xero is assigned a reconciliation status: The Unmatched filter is selected by default so you can quickly process new charges that need attention.