Fulfill a balance confirmation request by an external audit firm

The best way to work with an audit firm is to provide a “View Only” guest login to your dashboard. They will have access to the most detailed financial data of your business from the Reporting tab.   

To invite an external member with a “View Only” access, see Invite team members or developers to access your Stripe account

After a member is invited to your dashboard:

  1. Log into the Stripe dashboard and navigate to Reports.

  2. Confirm the report is showing the information for the correct Stripe account by checking the dropdown that displays a Stripe account name (or connected accounts for a Connect platform).

  3. Set time range from the dropdown.

  4. View balance result.

After an audit firm has completed their investigation, you can repeat the same initial step to remove their login access from the Business Settings.

For more on inviting users and team members to a Stripe account, see Teams and User Roles.