WORKFLOW TEMPLATES
Finance workflows
Reconciliation, reporting, and finance ops.
372 workflows
Card violation receipt collection agent
When a flagged transaction needs justification, an agent emails the cardholder for a receipt and explanation, tracks responses, and escalates unresolved cases to their manager…
Month-End Cash Reconciliation Investigator
On request, an agent reconciles the closing book balance against actual bank and Stripe balances, investigates every unmatched item across BigQuery transaction history.
Agent-driven FX drift investigation and re-approval write-up
When a foreign invoice trips the FX drift threshold, an agent gathers the invoice, rate history, and counterparty context.
Bank Feed Anomaly Detection with Escalation
Scans the day's bank and Stripe transactions against a rolling baseline in BigQuery, flags outliers like unusual large debits or duplicate charges, and alerts finance on Slack.
Stripe Dispute Rebuttal Narrative Drafter
An agent reads the assembled evidence for a disputed charge and drafts a persuasive, fact-grounded rebuttal narrative plus a checklist of which Stripe evidence fields to populate.
Weekly Expense Violation Digest with Category Trends
Each week, aggregates resolved and pending policy violations from Postgres, summarizes the top offending categories and repeat employees.
Real-Time Spend Spike Alert for Procurement
When a finance system webhook reports a new large invoice, it checks the vendor's spend history in BigQuery and pings procurement in Slack only when the charge is an outlier…
AI Policy Reviewer that Reads Expense Justifications and Tiers Approvals
On submission, an AI agent reads each expense's free-text justification against your policy document, decides whether it is compliant, borderline, or a violation.
CFO briefing agent for the revenue impact of contract amendments
On request or schedule, an agent gathers the period's amendment-driven recognition changes, explains the net revenue impact in plain language.
Expense Pre-Audit: OCR Receipts and Catch Amount Mismatches
When a receipt image is added to expense storage, this extracts the printed total via OCR, compares it to the claimed line-item amount in Airtable.
Duplicate Vendor Consolidation Finder
Monthly, it groups BigQuery spend across overlapping vendor categories, identifies fragmented spend that could be consolidated to one supplier.
Quarterly Vendor Price Creep Report
Each quarter it computes per-unit price changes by vendor from BigQuery, identifies vendors quietly raising rates.
Vendor Spend Anomaly to Renegotiation Brief in Coda
Scans weekly BigQuery spend by vendor for anomalous cost spikes, then drafts a per-vendor renegotiation talking-points brief in Coda so procurement walks into the next call…
Weekly Cash Runway Forecast and Board Snapshot
Each week, blends current consolidated cash with historical burn from BigQuery to project runway in months.
Budget Overrun Vendor Investigation Agent
On demand from a Slack command, an agent investigates which vendors drove a department over budget using BigQuery.
Draft a board-ready runway narrative each month
Monthly, pull actuals from Snowflake and the live runway figures from Coda, have an agent draft a plain-English runway narrative explaining the change.
Re-evaluate deferral schedules on contract modifications
When a contract is amended, recomputes the remaining recognition schedule in BigQuery, diffs it against the prior schedule.
FX Rate-Move Rebalance Trigger
Receives intraday FX rate ticks via webhook, recomputes mark-to-market exposure on open receivables from Snowflake.
FX Drift Agent with Hedge Recommendation Brief
An agent monitors daily FX exposure drift across currencies, reasons about which breaches warrant action versus noise, drafts a recommended hedge action per currency.
Close Anomaly Narrative Drafter
An agent investigates each unexplained GL anomaly by pulling supporting transactions from Snowflake, drafts a plausible cause narrative.
Chase missing context on low-confidence card charges via cardholder DM
For card charges the matcher can't confidently code, DMs the cardholder in Slack to ask what the charge was.
Correlate Spend Spikes With Recent Deploys
When a webhook reports a daily Vercel spend jump above tolerance, the workflow pulls recent GitHub deploys and BigQuery traffic to attribute the increase to a release or a usage…
Match uncoded Stripe card charges to vendors and draft GL memos
When a new corporate-card charge lands without a memo, looks up the merchant against your vendor master, drafts a GL-coded memo.
Weekly FX exposure board brief to Notion
Each week, an agent aggregates currency exposure from Snowflake, narrates the week-over-week drift and largest movers in plain language.
Receipt Upload OCR, Categorization, and Policy Flagging
When an employee uploads a receipt to a shared Drive folder, OCRs it, extracts merchant/amount/category, writes a structured row to Postgres.
FX Spot-Spike Real-Time Exposure Breach Escalation
Receives live FX rate ticks via webhook, recomputes net receivables exposure on each move.
Approver Verdict Router: Approve to Books or Reject to Refund
Listens for an approver's decision on a flagged expense via webhook, then routes approved items to a Postgres approved-spend table and rejected items to a Stripe refund…
Unknown SaaS Vendor Charge to Shadow-IT Review
When Stripe records a charge from a vendor not in the approved subscription registry, it opens a review ticket and pings the finance and security channel so unsanctioned…
Log BigQuery Spend Anomalies to Airtable and Notify Discord
Detects daily BigQuery spend anomalies, writes each one as a triageable record in an Airtable tracker, and posts a Discord summary linking back to the new rows for follow-up.
On-request cohort margin quick-brief triggered by webhook
An inbound webhook with a cohort and date range triggers a focused BigQuery margin pull and emails back a one-paragraph erosion brief.
Real-Time BigQuery Spend-Spike Alert to Discord
On each new billing export load, checks the latest hourly spend against a statistical baseline and immediately pings finance Discord when a sudden spike crosses a Z-score…
SaaS Spend Spike to Budget-Owner Approval
Detects when a SaaS vendor's monthly Stripe charge jumps beyond its historical baseline.
FX Rebalance Playbook Agent
An agent that gathers Snowflake exposure data, researches current rate context, drafts a per-currency rebalance plan with rationale, posts it to Notion for approval.
Match emailed receipts to card charges and code them with AI
Reads receipts forwarded to a finance inbox, extracts vendor and amount with AI, matches each to its Stripe card charge, and records the matched.
Failed SaaS Payment to Service-Risk Escalation
When a charge for a critical SaaS subscription fails in Stripe, the flow checks the vendor's criticality tier and escalates high-risk failures to the budget owner and on-call…
Month-End Deferred-Revenue Schedule Sweep
On a scheduled close-day run, sweeps all Stripe invoices for the period, reconciles each against the Snowflake deferred-revenue ledger.
First-seen merchant and anomaly card alert
Watches the live Stripe Issuing feed for charges at never-before-seen merchants or sharp spend spikes, scores the risk, and pages finance via PagerDuty on high-risk hits.
Weekly Cash Runway Forecast to Airtable
Each week, blends Stripe inflow trends with the warehouse expense ledger to project closing cash and remaining runway, writing the forecast into an Airtable tracker.
GL Anomaly Explanation Router
Takes flagged GL anomalies, looks up each account's responsible owner, and creates a tracked explanation task on a Monday board with a due date tied to the close calendar…
Block Expense Reports that Push a Cost Center Over Budget
On submission, checks the report's total against the cost center's remaining monthly budget in Snowflake, and if it would breach the limit.
Approve and Issue Queued Proration Credit Memos
Receives an approval decision from the finance review queue and, on approval, issues the credit memo in Stripe and notifies the customer-success owner.
Reclaim a seat when an employee is offboarded
On an HRIS offboarding webhook, looks up the departing employee's active SaaS licenses in BigQuery and opens a ClickUp deprovisioning checklist plus a Slack alert so no paid seat…
Stripe Invoice to Deferred-Revenue Cutoff Reconciler
On each Stripe invoice.paid event, looks up the matching deferred-revenue schedule in Snowflake and flags any invoice whose service period crosses the close period boundary…
Close Anomaly Sign-Off Packager
When the close board is marked locked, compiles every flagged anomaly with its owner explanation into a dated sign-off package on Google Drive and writes an immutable audit…
Reconcile each Stripe payout against the Snowflake ledger
On every Stripe payout, match it to the corresponding bank-deposit row in Snowflake, flag any amount or timing mismatch, and log the reconciled cash position to Airtable.
Daily Cash Anomaly Detection and CFO Briefing
An agent reviews the day's cash roll-up across Stripe and the warehouse ledger, investigates any balance that breaks from its trend.
Stripe Dispute Narrative Drafter Agent
An agent that reads the order, shipping, and communication history for a disputed charge and drafts a persuasive product-description and uncategorized-text rebuttal…
Billing-vs-Recognition Reconciliation to Snowflake and Email
Reconciles invoiced amounts in BigQuery against recognized revenue to find unbilled-but-recognized and billed-but-unrecognized timing gaps, writes the reconciliation to Snowflake.
Detect duplicate and repeated-amount refund patterns and page on-call finance
Scans recent Stripe refunds in Snowflake for suspicious patterns like duplicate refunds on one charge or many identical-amount refunds in a window.
Open a triaged finance task the moment a merchant breaches its refund budget
Checks each merchant's month-to-date refund total from Stripe against a per-merchant budget stored in Airtable and, on breach.
Monthly FX exposure narrative brief for the CFO
At month-end an AI agent pulls receivables from Snowflake and charges from Stripe, builds a consolidated currency exposure picture.
Month-end FX variance recompute and materiality report from BigQuery
On a month-end schedule, reads the booked foreign invoices from BigQuery, revalues them at the period-close rate, ranks the largest variances.
Weekly warehouse cost-driver analysis → attributed spend digest
Every week it queries the cost warehouse for the top spend movers by service and team, attributes each mover to deploys via Axiom.
Contract Renewal Spend Prep Pack
When a vendor contract nears renewal, it pulls that vendor's full spend and usage trend from BigQuery and assembles a negotiation prep pack in Coda with leverage points…
Weekly cash-runway scenario brief from BigQuery to Coda
Every Monday, models cash runway under base, conservative, and aggressive spend scenarios from BigQuery finance data and publishes an exec-ready Coda one-pager with a burn-down…
Agentic Dunning Recovery Orchestrator
On each failed Stripe payment, an AI agent reasons over the customer's history and warehouse signals to choose a personalized recovery plan, drafts tailored outreach.
Multi-Processor Reconciliation Workpaper Archive
Nightly, assembles a reconciliation workpaper combining Stripe settlements and Snowflake ledger detail, writes it as a dated CSV to Google Drive.
Re-approval routing when a new invoice's FX drift exceeds tolerance
When an invoice is finalized in a foreign currency, recomputes the booked amount against the live rate and, if the variance breaches policy, opens a re-approval task and writes…
AI Rev-Rec Exception Triage and Close Memo Author
On demand or at close, an agent pulls unmapped Stripe charges, investigates each against Snowflake recognition data and the customer's contract metadata.
Daily FX revaluation of open foreign invoices with Teams drift alerts
Every morning, pulls open non-base-currency invoices, recomputes their booked amounts at today's mid-market rate.
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