FINANCE
CEO agent reviews card charges against spend policy and flags violations
An agent reviews each new card charge against your written spend policy, drafts a compliant GL memo when it passes.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Stripe card transactionStripe
- ActionPull vendor history and category limits from BigQueryBigQuery
- LogicAgent evaluates charge against spend policy
- LogicBranch: compliant memo vs. policy violation
- OutputPost memo or escalate violation to finance SlackSlack
What it does
Goes beyond coding to judgment: an agent reads each card charge alongside your spend policy, vendor history, and category limits, then either drafts a clean GL-coded memo for compliant charges or escalates the ones that look like policy breaches — over-limit, out-of-category, or duplicate spend — with a written rationale.
When to use it
Use this when memo enrichment isn't enough and you want a reasoning layer that enforces spend policy on every transaction. Best for orgs with a real expense policy that today gets enforced only by spot-checks at close.
How it works
- 1A new Stripe card transaction fires the trigger.
- 2The agent pulls vendor history and category limits from BigQuery for context.
- 3The agent evaluates the charge against the written spend policy and decides compliant vs. violation.
- 4A branch routes the outcome: compliant charges get a drafted GL memo, violations get an escalation.
- 5Compliant memos post to the controller channel; flagged charges escalate to a finance Slack channel with the agent's reasoning.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect BigQueryDatasets, queries, schemas.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Real-Time Uncoded Expense Nudge on New Spend Event
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Monthly Vendor Spend Anomaly Brief for Finance Leads
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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.