FINANCE
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.
How it runs
The automated pipeline, trigger to output.
- TriggerReceipt email arrives in finance inboxGmail
- ActionExtract vendor, total, category with AIOpenAI
- ActionFind matching Stripe card charge by amount and dateStripe
- LogicConfirm single match or flag ambiguous receipts
- OutputWrite matched, categorized record to AirtableAirtable
What it does
Monitors a finance receipt inbox, parses each forwarded receipt with an LLM to pull vendor, date, total, and line items, then matches it to the corresponding Stripe card transaction by amount and date. The matched pair, with an AI-suggested expense category, lands in an Airtable expenses base so every charge has a linked receipt.
When to use it
Use it when employees forward receipts but nobody reconciles them to charges until audit season. This closes the receipt-to-charge gap continuously.
How it works
- 1A new email arriving in the receipt inbox triggers the flow.
- 2An OpenAI step extracts structured fields and a suggested category from the receipt body or attachment.
- 3An action queries Stripe for transactions matching the receipt amount and date window.
- 4A logic step confirms a single match or flags ambiguous and unmatched receipts.
- 5An Airtable record is created or updated linking receipt, charge, and category as the audit output.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect StripeCustomers, subscriptions, payments.
- 4Connect AirtableBases, tables, views, automations.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Finance workflows
Month-End Uncoded Spend Chaser via Snowflake to Slack
On a month-end schedule, queries Snowflake for unaccrued or uncoded expenses, groups them by department owner.
Receipt Upload OCR Policy Check with Manager Escalation
When an employee drops a receipt into a Drive folder, it extracts the line items, checks them against expense policy.
Weekly Proration Anomaly Audit to Notion
Each week it aggregates all flagged proration discrepancies from Snowflake, scores them against anomaly thresholds, and publishes a finance-ready audit page in Notion with totals.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Draft and Send Proration Over-Billing Correction Emails
For each confirmed over-billing credit, an agent drafts a clear, customer-specific apology email explaining the proration error and the credit applied.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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