# Data Overview

Coupler.io gives you access to 30 Stripe entities covering the full payment lifecycle — from the moment a customer is created through charges, invoices, payouts, and disputes. This page explains what data is available and how to make the most of it.

## Entities at a glance

| Entity                        | Best used for                                      |
| ----------------------------- | -------------------------------------------------- |
| Balance transactions          | Reconciling all money movement in your account     |
| Charges                       | Analyzing payment success rates and volumes        |
| Customers                     | Building customer lists and segmenting by behavior |
| Disputes                      | Tracking chargeback rates and outcomes             |
| Invoices                      | Revenue reporting and AR aging                     |
| Invoice items                 | Detailed line-item revenue breakdown               |
| Payment intents               | Funnel analysis from intent to successful payment  |
| Payouts                       | Reconciling Stripe payouts with bank statements    |
| Refunds                       | Monitoring refund rates by product or period       |
| Subscriptions                 | MRR, churn, and subscription lifecycle reporting   |
| Subscriptions with line items | Detailed MRR breakdown by plan and add-on          |
| Plans / Prices / Products     | Catalog reporting and pricing analysis             |
| Events                        | Audit trail and webhook-equivalent event history   |
| Connected accounts            | Platform-level reporting across multiple merchants |
| Application fees              | Platform revenue from connected accounts           |
| Transfers                     | Tracking fund flows to connected accounts          |
| Quotes                        | Sales pipeline and proposal tracking               |
| Promotion codes / Coupons     | Discount usage and effectiveness reporting         |
| Issuing transactions          | Spend tracking for issued cards                    |
| Tax rates                     | Compliance and tax reporting                       |
| Top-ups                       | Manual balance management tracking                 |

## Key fields by entity

#### Charges

| Field            | Description                                               |
| ---------------- | --------------------------------------------------------- |
| id               | Unique charge identifier                                  |
| amount           | Charge amount in the smallest currency unit (e.g., cents) |
| amount\_captured | Amount actually captured                                  |
| amount\_refunded | Total amount refunded                                     |
| currency         | Three-letter ISO currency code                            |
| status           | succeeded, pending, or failed                             |
| customer         | ID of the associated customer                             |
| payment\_intent  | Linked payment intent ID                                  |
| created          | Unix timestamp of charge creation                         |
| description      | Charge description                                        |
| failure\_code    | Reason for failure if status is failed                    |
| dispute          | Dispute ID if a dispute exists                            |

#### Subscriptions

| Field                     | Description                                                        |
| ------------------------- | ------------------------------------------------------------------ |
| id                        | Subscription ID                                                    |
| status                    | active, canceled, trialing, past\_due, unpaid, paused              |
| customer                  | Associated customer ID                                             |
| current\_period\_start    | Start of the current billing period                                |
| current\_period\_end      | End of the current billing period                                  |
| canceled\_at              | Timestamp of cancellation, if applicable                           |
| trial\_start / trial\_end | Trial period boundaries                                            |
| items                     | Line items (use Subscriptions with line items for expanded detail) |

#### Balance transactions

| Field         | Description                                      |
| ------------- | ------------------------------------------------ |
| id            | Transaction ID                                   |
| amount        | Gross transaction amount                         |
| fee           | Stripe fee deducted                              |
| net           | Net amount after fees                            |
| type          | Transaction type (charge, payout, refund, etc.)  |
| source        | ID of the source object (e.g., charge or payout) |
| available\_on | Date funds become available in your balance      |
| currency      | Currency of the transaction                      |

#### Invoices

| Field                       | Description                            |
| --------------------------- | -------------------------------------- |
| id                          | Invoice ID                             |
| customer                    | Customer ID                            |
| amount\_due                 | Total amount due                       |
| amount\_paid                | Amount already paid                    |
| status                      | draft, open, paid, void, uncollectible |
| due\_date                   | Invoice due date                       |
| subscription                | Linked subscription ID                 |
| period\_start / period\_end | Billing period covered                 |

#### Payouts

| Field         | Description                                  |
| ------------- | -------------------------------------------- |
| id            | Payout ID                                    |
| amount        | Payout amount                                |
| arrival\_date | Expected bank arrival date                   |
| status        | paid, pending, in\_transit, canceled, failed |
| destination   | Bank account or card receiving the payout    |
| description   | Payout description                           |

## Useful entity combinations

* **Payouts + Balance transactions** — Use the **Join** transformation to match each payout with its underlying transactions. This is the most reliable way to reconcile what landed in your bank with individual charges and fees.
* **Subscriptions + Customers** — Join on the `customer` field to add customer metadata (email, name, location) to your subscription records for CRM-style reporting.
* **Charges + Refunds** — Append or join to calculate net revenue after refunds per period.
* **Invoices + Invoice items** — Combine for a full line-item breakdown of billed revenue.

## Use cases by role

{% tabs %}
{% tab title="Finance teams" %}

* Reconcile Stripe payouts against bank statements using Balance transactions
* Build an AR aging report from Invoices filtered by `status = open`
* Track net revenue by period using Charges minus Refunds
* Export Tax rates and Invoice items for VAT or sales tax compliance reporting
  {% endtab %}

{% tab title="Growth & Marketing" %}

* Measure promotion code and coupon redemption rates from the Promotion codes and Coupons entities
* Analyze trial-to-paid conversion rates using the Subscriptions `trial_end` and `status` fields
* Segment customers by subscription plan and lifetime value
  {% endtab %}

{% tab title="SaaS & Product teams" %}

* Calculate MRR and churn from the Subscriptions entity — filter by status and aggregate by period
* Use Subscriptions with line items to break MRR down by plan tier or add-on
* Monitor payment failure rates from Charges (`failure_code`) to identify card decline patterns
* Track dispute rates from Disputes to spot fraud or fulfillment issues early
  {% endtab %}

{% tab title="Platform operators" %}

* Report on revenue across connected accounts using Connected accounts and Application fees
* Track fund flows to merchants using Transfers
* Use the Events entity to build an audit log of platform activity
  {% endtab %}
  {% endtabs %}

## Platform-specific notes

* All amounts in Stripe are in the **smallest currency unit** (e.g., cents for USD). Divide by 100 to get the display amount in your spreadsheet or BI tool.
* Timestamps are returned in **UTC**. If you need a different timezone (e.g., PST), you'll need to apply a conversion formula in your destination.
* The **Quotes** entity does not support date range filtering — `Created after` and `Created before` are not available for that entity.
* For **Balance transactions**, you can filter by transaction type (e.g., Charge, Payout, Refund) to pull only the subset you need.
* For **Events**, use the event type filter with a wildcard (e.g., `customer.*`) to pull a category of events without specifying each one individually.
* The **Subscriptions** entity defaults to returning only active subscriptions. To include canceled or other statuses, set the **Status** parameter explicitly.