GoCardless
Filament

Ask questions about your GoCardless data

Connect GoCardless to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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GoCardless shows you payment success rates and payout timing, but understanding which customers churn, how payment behavior correlates with acquisition channel, or which subscription cohorts have the highest lifetime value requires connecting to your CRM and marketing tools. Filament links GoCardless payment data to your other platforms and answers questions about customer retention, payment patterns, and revenue attribution in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track GoCardless KPIs with Filament Analytics

Connect your GoCardless account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key GoCardless metrics you can track in Filament:

payments
Track individual payment transactions with amount, currency, status, charge_date, and description. See which payments succeed or fail and analyze payment timing patterns.
records:
amountcurrencystatuscharge_datedescription
payouts
Monitor settlement batches and cash flow timing with amount, arrival_date, status, and payout_type. Understand when funds actually reach your account.
records:
amountarrival_datestatuspayout_type
customers
Analyze customer profiles with email, company_name, given_name, family_name, and metadata. Connect payment behavior to customer attributes.
records:
emailcompany_namegiven_namefamily_namemetadata
mandates
Track payment authorization status with status, scheme, created_at, and next_possible_charge_date. See when mandates expire or get cancelled.
records:
statusschemecreated_atnext_possible_charge_date
refunds
Monitor refund activity with amount, created_at, reference, and metadata. Identify refund patterns and reasons across your customer base.
records:
amountcreated_atreferencemetadata
subscriptions
Analyze recurring payment plans with amount, interval_unit, status, start_date, and end_date. Track subscription lifecycle and churn timing.
records:
amountinterval_unitstatusstart_dateend_date
installment_schedules
Track payment plan progress with total_amount, currency, status, and created_at. See how customers progress through structured payment plans.
records:
total_amountcurrencystatuscreated_at
customer_bank_accounts
View payment method details with account_holder_name, bank_name, country_code, and enabled status. Understand which payment methods customers use.
records:
account_holder_namebank_namecountry_codeenabled
events
Monitor system activity with action, resource_type, created_at, and details. Track when payments, mandates, and subscriptions change status.
records:
actionresource_typecreated_atdetails
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Combine GoCardless with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, GoCardless lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your GoCardless data gets even more powerful when combined with other tools:

GoCardless
Xero

GoCardless + Xero

Connect GoCardless payment and payout data with Xero invoices and accounts to see which customers pay on time, how payment timing affects cash flow, and where refunds impact your accounting reconciliation.

GoCardless
HubSpot

GoCardless + HubSpot

Connect GoCardless customer and mandate data with HubSpot contacts and deals to see which sales campaigns generate customers with active mandates, how payment success correlates with deal source, and which customer segments have the lowest churn.

GoCardless
Google Sheets

GoCardless + Google Sheets

Connect GoCardless payment, subscription, and refund data with your Google Sheets forecasts to build a kpi dashboard tracking monthly recurring revenue, payment failure rates, and subscription churn alongside your business targets.

Benefits of Filament's GoCardless Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your GoCardless account

Connect your GoCardless account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your GoCardless data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build GoCardless dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

GoCardless integration FAQ

Everything you need to know about connecting GoCardless with Filament and getting the most out of your data.