Reconcile settlement records
Connect
SPIRITT
GoCardlessGoCardless
Make bank-payment operations clear
Build collection oversight, settlement reconciliation, and customer-care workflows from GoCardless records. Give SPIRITT the outcome and put your connected account to work.
What you can do with GoCardless.
See collection risk
Bring payments, mandates, and recurring schedules into a source-linked exception queue.
Reconcile settlements
Match payout and refund records to your accounting ledger with explicit currency and status checks.
Act on the right context
Route customer-care and finance work from real payment events rather than spreadsheet guesses.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for your GoCardless workflows, connected apps, and finished outcomes.
02
Connect GoCardless
Connect GoCardless and select the account and records your agent should work with.
03
Hand over a mission
Describe the result, scope, and handoffs. SPIRITT builds the workflow and follows the work through.
Hand over a mission.
Choose a mission. Make it yours.
Put GoCardless to work.
Make bank-payment operations clear
Questions
GoCardless, with SPIRITT.
01What can SPIRITT do with GoCardless?+
Build collection oversight, settlement reconciliation, and customer-care workflows from GoCardless records. Bring payments, mandates, and recurring schedules into a source-linked exception queue. Match payout and refund records to your accounting ledger with explicit currency and status checks.
02Can SPIRITT build an app around GoCardless?+
Yes. Ask it to "build a collection exception desk". Build a GoCardless operations app from payments, mandates, and subscriptions in the confirmed environment. Group failed or unresolved collections by customer ID, assign care tasks in HubSpot, and refresh the source records until each case has a verified resolution.
03Can SPIRITT distinguish test data from real collections?+
Yes. It checks the connected GoCardless environment before reconciliation and keeps sandbox and live records separate. Payment totals come from payment records, while events supply the state-change trail; event history older than 18 months may be unavailable.
04How does GoCardless work with my other apps?+
Connect the apps your mission uses. QuickBooks to reconcile settlement records; Xero to match collection balances; HubSpot to assign customer-care owners. SPIRITT carries the handoff through and checks the result in the destination.
05What should I know about the GoCardless connection?+
The current connection provides account reads with partly masked customer details. Payment, refund, mandate, and subscription changes need additional permissions and a separately verified enabled action; these workflows do not assume money-moving access.
06How do I get started with GoCardless?+
Open a SPIRITT workspace, connect GoCardless, and name the target records and desired outcome. Start with "Build a collection exception desk" or bring your own mission. Set the scope for changes and external actions, then let your agent run the work.