GoHighLevel Payment Reconciler
Reconciles GoHighLevel (GHL) payments against Stripe charges and QuickBooks Online (QBO) invoices in one screen. AI flags duplicates, partial refunds, missing invoices, and payout discrepancies for human review — and writes the reconciled audit trail back to the GHL contact note.
How it works
1. Three-way unified table
Every transaction shown with GHL / Stripe / QBO state side-by-side, plus a status pill (Matched / Discrepancy / Missing). KPI strip surfaces totals per system + discrepancy count.
2. AI surfaces discrepancies
Filter to ‘Discrepancies’ to see the exact rows that need review: missing QBO invoice, duplicate Stripe charge, refund pending reconciliation, partial-refund unaccounted.
3. One-click resolve
Click a row, see the AI-suggested action (e.g. ‘Create QBO invoice from these line items’), click to execute, watch the live timeline stream the API calls — and see the audit log entry written back to the GHL contact note.
60-second Loom
60-second flow: dashboard loads with three-system unified table + KPI strip → filter to Discrepancies (4) → click missing-QBO row → AI suggests creating invoice → click Create in QBO → timeline streams the API calls → KPI flips 4 → 3 → click duplicate-Stripe row → AI flags duplicate → click Refund → confirmed.
Loom embed coming soon — until then, click through to the live demo.
Get the full build spec PDF
One-page PDF with the architecture, the tech stack, the timeline (2–3 weeks), and the investment range ($9,990 – $25,000). Sent to your inbox in under a minute.
Who it’s for
Bookkeepers, controllers, and agencies running GHL payments at scale who need a single-screen reconciliation across GHL ↔ Stripe ↔ QBO with controls that catch duplicates and missing invoices before they cost money.
Tech under the hood
Frequently asked questions
How does the AI decide what’s a duplicate vs. legit repeat?
Matches by amount + customer + Stripe payment intent + time delta. Configurable thresholds. Auto-flags when 3+ signals align; routes to human review otherwise.
Can it auto-resolve, or always human-in-the-loop?
Defaults to human approval on every action. Optional auto-resolve for low-risk cases (matching invoice exists, amounts within $0.01) — fully audit-logged.
What about international payments / multi-currency?
Yes — converts to base currency at the daily FX rate, stores both. Currency mismatches are themselves a discrepancy class.
Does it work with Square or PayPal too?
Architecture is provider-agnostic. Stripe + Square + PayPal + Authorize.Net adapters all use the same reconciliation engine. Adding one is ~1 day.
Want one of these in your business?
We’ll scope, build, and hand off a production-ready system in 3–4 weeks.