Silkview Connect

Silkview Connect is a professional Microsoft Excel add-in that bridges the gap between Stripe and Xero. It enables accountants and finance teams to reconcile complex payment activity directly inside the spreadsheet environment they already use—completely eliminating fragile CSV exports or manual copy-pasting.

Open the task pane from Excel, connect your accounts securely, and step through a reliable accounting workflow: pull your Stripe data into structured sheets, map objects using an Excel-native mapping template, build Xero-ready entries, and post them directly to your ledger with live row-level status writebacks.

⚠️ IMPORTANT: ACCOUNT & SERVICE DISCLOSURES

To use this add-in, users must possess active accounts with the following external services:

A Xero Subscription: This add-in functions as an integration engine to post financial entries directly into a Xero organisation.

An Active Stripe Account: Required to pull your transaction logs, charges, fees, and payout processing objects.

A Silkview Account: Users must register for a Silkview service account to safely manage API authentication between platforms. New users can sign up for a free account instantly at www.silkview.org/signup.

PLANS & SUBSCRIPTION DISCLOSURE

Silkview Connect operates on a Freemium model. This add-in requires an external service subscription to unlock ledger writeback features:

Free Plan ($0/mo): Pull up to 100 Stripe transaction lines per pull to evaluate sheet layouts and configure mappings.

Pro Plan ($29/mo): Pull up to 2,000 transactions per pull, unlock full Xero pushing capabilities (Manual Journals and Bank Transactions), and enable live row-level writebacks. Includes a 14-day free trial.

Firm Plan ($79/mo): Built for accounting practices. Includes everything in Pro for up to 5 multi-client workspaces, 5 Stripe accounts, and team collaboration invites. Includes a 14-day free trial.

WHAT SILKVIEW CONNECT DOES

Connect Once Safely: Securely link Stripe and Xero using industry-standard OAuth 2.0 protocols. Easily monitor and disconnect integrations right from the Excel task pane or your cloud-based Silkview web dashboard.

Pull Stripe Data to Excel: Instantly land balance transactions, payouts, customer charges, and processing fees onto dedicated tracking sheets with clean, structured, formulas-ready column headers.

Map Accounts inside Excel: Utilize a dedicated Account_Mappings sheet to seamlessly map Stripe object categories (charges, refunds, network fees, clearing variants) directly to your Xero chart of accounts, tax types, and contact registers.

Build Xero-Compliant Entries: Automatically structure robust General Ledger Manual Journal lines from raw balance transaction logs and shape clean Bank Transaction rows matching your exact Stripe bank payouts.

Push Directly to Xero: Post Manual Journals (as Draft or Posted states) and Bank Transactions into your ledger straight from Excel. Xero transactional IDs and processing feedback are written directly back to your active worksheet rows so you instantly see what succeeded.

WHO BENEFITS

Accountants and Bookkeepers: Standardize chaotic Stripe-to-Xero multi-currency reconciliation across client portfolios using fixed Excel structures rather than unpredictable raw exports.

Accounting Firms: Command multiple distinct client workspaces and separate Stripe developer feeds from one master login with firm-level team permissions.

SaaS and E-Commerce Operators: View actual income, merchant service fees, customer refunds, and bank payouts in an aggregated workspace ahead of month-end close.

Corporate Finance Teams: Deploy predictable, auditable month-end close routines within Excel across desktop, Mac, or web browsers.

SYSTEM REQUIREMENTS & PUBLISHER DETAILS

Silkview Connect is developed and published by Silkview Systems.

Platform Compatibility: Fully supported in Microsoft Excel on Windows, Mac, and Excel on the Web.

Prerequisites: Requires active Stripe, Xero, and Silkview service profiles. Xero data posting functions require an active paid Pro or Firm tier license.

Documentation & Product Support: Comprehensive configuration guides and technical assistance are accessible at www.silkview.org/support.