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How to Connect Stripe to Excel

StripeSaved SearchDateDocumentAmount07/01INV-40214,280.0007/02INV-40221,860.5007/05INV-40239,140.0007/08INV-40242,375.2507/09INV-40256,902.7507/12INV-40263,118.40BrookedABCDateDocumentAmount123456707/01INV-40214,280.0007/02INV-40221,860.5007/05INV-40239,140.0007/08INV-40242,375.2507/09INV-40256,902.7507/12INV-40263,118.40ExcelStripe report
JW
James Whitfield

Stripe's API returns amounts in cents, so a $1,200 charge shows as 120000 in Excel. Every export method, with that gotcha and others named upfront.

There are four ways to get Stripe data into Excel: Dashboard CSV exports for payments, balance history, and invoices; Stripe Sigma for scheduled SQL queries; the Stripe API via Power Query; and connector add-ins that pull data on a schedule without code. The Dashboard exports are the quickest starting point, but the API path has one gotcha that catches almost everyone: amounts come back in cents, so revenue looks 100 times too large until you find that column and divide it. Here is every method with that and other limits named upfront.

Method 1: Dashboard CSV exports (any plan)

The Stripe Dashboard has export buttons throughout. For payments: go to Payments, click Export in the top right, set a date range, choose the columns you want, and download. For balance history: go to Balances, then Download in the Balance change from activity section, and choose Summary or Itemized. Invoices and Payouts have their own Export buttons in the same pattern.

The catch: the Dashboard exports are one-time snapshots. There is no way to schedule them or push them into an open Excel file automatically. Every reporting cycle means logging in and re-exporting. The balance report exports amounts in major currency units (dollars for USD), which is correct; the problem arises only when you pull data directly from the API, which returns amounts in cents.

Method 2: Stripe Sigma (scheduled SQL exports, paid)

Sigma is Stripe's SQL analytics layer, available as a paid add-on with volume-based pricing. Inside Sigma you write queries against your Stripe data (charges, invoices, customers, subscriptions, payouts) and can schedule them to run daily, weekly, or monthly. Results are emailed to selected team members as a link to download a CSV, which you then open in Excel.

The catch: Sigma is a separate subscription on top of your processing fees, priced by monthly charge volume. The emailed result is a link to a CSV download, not a live Excel connection, so every scheduled run still requires someone to open the email, download the file, and paste it into the workbook. It is automated generation, not automated refresh of an existing spreadsheet.

Method 3: Stripe API via Power Query

Power Query can call the Stripe REST API directly. Go to Data, then Get Data, then From Web, pass your secret key in the Authorization header, and point it at an endpoint like /v1/charges or /v1/invoices. The JSON response parses into a table. Pagination uses the has_more flag and starting_after cursor, which requires M code to handle in a loop.

The catch: the Stripe API returns amounts in the smallest currency unit. For USD that is cents, so a $1,200 charge shows as 120000. You must add a custom column that divides by 100 for each currency. Power Query is also only available on Windows and Mac desktop Excel, not Excel on the web. And storing a live secret key inside a Power Query connection is a security risk worth thinking through before shipping to a shared workbook.

Method 4: Brooked for Excel (scheduled, amounts converted)

Brooked for Excel is an add-in that connects to Stripe and pulls charges, invoices, subscriptions, and payouts into the worksheet. Amounts are converted to major currency units automatically, so revenue numbers look right without any manual division step. It runs inside Excel's ribbon, works on desktop (Windows and Mac) and Excel on the web (where Power Query cannot run), and includes an AI analyst you can ask questions like "which invoices are past due" in plain English.

Honest framing: Excel support is in beta. Manual imports and the AI analyst work today; scheduled refresh is rolling out through the beta. The Google Sheets version of the same connector is fully live, so the Stripe plumbing itself is mature.

Setting up the Stripe connection

Open Brooked in the Excel ribbon, choose Stripe as the source, and connect with OAuth or your restricted API key. Pick the object you want (charges, invoices, subscriptions, or payouts), set a date range, and import into the active worksheet. Currency amounts arrive in dollars, not cents, and no CSV step is needed.

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Method comparison

MethodCostWorks onRefreshBest for
Dashboard CSV exportsFree, any planAny ExcelManual re-exportOne-off payment or balance snapshots
Stripe SigmaPaid add-on (volume-based)Any Excel (via emailed CSV)Scheduled query runs (daily/weekly/monthly)Teams that need SQL and scheduled CSV delivery
API via Power QueryFree (developer setup)Windows & Mac desktop ExcelManual refresh in Power QueryTechnical teams, small transaction volumes
Brooked for ExcelFree during betaDesktop, Mac & web ExcelScheduled (rolling out in beta)Revenue reporting without SQL or API work

What finance and ops teams build with this

  • Monthly revenue reconciliation: charges, refunds, and fees in one workbook matching the bank statement
  • MRR and churn tracking: subscription events by month, with cohort retention columns
  • Overdue invoice list: past-due invoices sorted by age, refreshed weekly for collections follow-up
  • Payout audit: each payout broken down to the charges and fees it contains
  • Tax reporting prep: invoices and tax amounts by customer for VAT or sales tax filings

Troubleshooting common issues

Frequently asked questions

Can I export Stripe payments to Excel?

Yes. In the Stripe Dashboard go to Payments, click the Export button in the top right, choose a date range and the fields you want, and download the CSV. You can open it in Excel directly. The same export option exists for Invoices, Customers, and Payouts under their respective sections.

Why do Stripe amounts look 100 times too large in Excel?

This happens when data comes from the Stripe API rather than the Dashboard's formatted CSV exports. Stripe's API returns amounts in the smallest currency unit (cents for USD), so a $50.00 charge is 5000 in the API response. Dashboard CSV exports show amounts in major units (dollars). If you see inflated numbers, check whether the data path goes through the API directly, and divide the amount column by 100 for USD amounts.

What is Stripe Sigma and do I need it?

Sigma is Stripe's paid SQL analytics product. It lets you write custom queries against your Stripe data and schedule them to run daily, weekly, or monthly, with results emailed as a CSV download link. It is useful if you want more flexibility than the Dashboard exports provide, but it is a separate paid subscription on top of your Stripe processing fees. If you just need standard reports in Excel on a schedule, a connector like Brooked is a simpler option.

Does Stripe have a native Excel add-in?

No. Stripe does not publish an official Excel add-in. The Dashboard has CSV exports for most objects, and Sigma adds scheduled SQL exports. Third-party connectors like Brooked fill the gap for teams that want data in Excel without writing code.

Can I get Stripe data into Excel automatically on a schedule?

With built-in tools, Sigma is the only way to automate delivery: schedule a SQL query and it emails results as a CSV on your chosen cadence. Dashboard exports are always manual. For a no-SQL scheduled refresh directly into Excel, a connector add-in is the practical path. Brooked for Excel pulls charges, invoices, subscriptions, and payouts on a schedule as that feature rolls out through the beta.

Do Stripe exports work the same on Windows, Mac, and Excel on the web?

Dashboard CSV exports open in any version of Excel, on any platform, because they are just files. Power Query for the Stripe API works on Windows and Mac desktop Excel but is not available in Excel on the web. Brooked for Excel works on desktop (Windows and Mac) and on Excel on the web, making it the only option other than manual CSV imports for web Excel users.

Can I use Zapier to send Stripe data to Excel automatically?

Yes, with some limits. Zapier can trigger on Stripe events (new charge, new invoice, new customer) and append a row to an Excel Online workbook stored in OneDrive or SharePoint. This works without code and covers simple logging use cases. The drawbacks: Zapier's free tier allows only a limited number of tasks per month, each trigger fires on new events only rather than syncing historical data, and the target must be Excel Online (not a local desktop file). For pulling historical Stripe data or refreshing a full dataset, a connector or direct API pull is more practical than Zapier.

Get Stripe revenue in Excel, amounts already in dollars.

Brooked for Excel is in beta and free to try. Working in Google Sheets instead? Read the Sheets version of this guide.

See Brooked for Excel →

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