Match a payout to the invoices it covers

Updated 16 Oct 2026

A table maps the payout to the invoice numbers in the source, or says the source does not balance.

Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.

This specification does not give tax advice. The books stay in the accounting system.

AI tool

ChatGPT Claude Grok Bot

What it does

Use ChatGPT to match a payout to the invoices it covers

Why it helps

A table maps the payout to the invoice numbers in the source, or says the source does not balance.

Time: Several days, including one full manual run before any tool is connected.

Difficulty: Advanced

Tools: Stripe, ChatGPT, Google Sheets, Xero

Problem

Payouts arrive as one lump and the invoices they cover are reconstructed from memory.

Outcome

A table maps the payout to the invoice numbers in the source, or says the source does not balance.

Tools

A payout report and an invoice list, then a table, then the sheet.

Stripe — required. Where the payout starts. Nothing is sent from this step.
ChatGPT — required. Drafts from the pasted source only.
Google Sheets — required. Where the accepted text is filed on the payout.
Xero — required. Where the payout should land

Basic steps

Public outline. Setup, settings, and prompts are on the full specification.

1
Trigger · Stripe
Catch the event
A payout is paid and the report is available Nothing is sent yet.
2
Action · ChatGPT
Draft from the source only
A draft is made from the payout lines and the invoice numbers. A person reads it before it goes anywhere.
3
Check · Google Sheets
File what you accepted
A person keeps the accepted text on the payout.

Planning ranges

First setup: Several days, including one full manual run before any tool is connected.

After it is running: A weekly block of copying, after the checks are trusted.

These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.

Industries: Ecommerce, Professional services. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.

Checking your account…

Loading the outline…

Match a payout to the invoices it covers

What it does

Why it helps

Problem

Outcome

Tools

Basic steps

Catch the event

Draft from the source only

File what you accepted

Planning ranges

More in this function

AI tools

Categories

Industries

What it does

Why it helps

Problem

Outcome

Tools

Basic steps

Catch the event

Draft from the source only

File what you accepted

Planning ranges

Full build sheet

Full build sheet