Ratio CRMRatio

Integration — Stripe

Ratio + Stripe — accept online payments and run your CRM on one stack

Connect Stripe to Ratio and accept credit card and ACH bank payments, set up recurring billing with autopay, track settlement in real time, and keep payment data linked to the client and invoice it belongs to.

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Why this integration

How Ratio connects with Stripe

Stripe powers payments inside Ratio — from one-off invoices to monthly retainers to milestone billing. Every transaction is linked back to the client, project, and invoice so your CRM and your payments stay aligned.

This page is for service businesses researching Stripe CRM integrations, looking for a Stripe-connected invoicing platform, or comparing tools that can replace a manual Stripe + spreadsheet workflow with an integrated CRM.

How it works

Setup and sync

  • ✓Connect your Stripe account in one click via Stripe Connect
  • ✓Ratio routes card and ACH payments straight to your Stripe account
  • ✓Invoice status, payment attempts, and settlement appear in the CRM in real time
  • ✓Refunds, disputes, and payment failures surface on the client timeline automatically

What you can do

Capabilities with Stripe connected

Credit card and ACH bank transfer payments

Recurring invoices and autopay for monthly retainers

Payment plans, deposits, milestone billing, and partial payments

Real-time payment status, settlement tracking, and dispute visibility

Refunds issued directly from the Ratio invoice detail view

Processing fees passed to clients or absorbed per workspace setting

Research the operating flow

Next step

Connect Stripe and run your business on one stack

Start your Ratio account, connect Stripe in a single OAuth flow, and keep your CRM and operations aligned without manual data entry.

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Frequently asked questions

Does Ratio integrate with Stripe?

Yes. Stripe is the payment processor for Ratio. Connect your Stripe account via Stripe Connect and start accepting card and ACH payments on invoices. Payments flow straight to your Stripe balance.

What Stripe features does Ratio support?

Credit card payments, ACH bank transfers, recurring billing with autopay, payment plans, milestone billing, refunds, disputes, payment failure tracking, and Stripe Connect for direct-to-merchant settlement.

What are Ratio's processing fees on Stripe payments?

Ratio charges 3.65% + $0.30 per card transaction and 1.8% for ACH (capped at $5). You can absorb these fees or pass them to your client per workspace setting.

Can I use my existing Stripe account?

Yes. Connect your existing Stripe account via Stripe Connect. Payments settle to your Stripe balance exactly as they do today.

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