FINANCE
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.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Stripe card transactionStripe
- LogicFilter: missing memo or GL code
- ActionMatch merchant to vendor master in BigQueryBigQuery
- ActionDraft GL-coded memo with LLMOpenAI
- OutputPost draft to controller Slack for approvalSlack
What it does
Every new corporate-card transaction that arrives without a memo or GL code gets automatically matched to a known vendor, assigned a probable GL account, and packaged into a draft memo a controller can approve or correct in Slack — turning a manual end-of-month coding slog into a same-day review queue.
When to use it
Use this when your team racks up dozens of card charges a week and the controller spends hours at close chasing down what each line item was for. Best for finance teams already capturing card spend in Stripe Issuing.
How it works
- 1A new Stripe card transaction fires the trigger.
- 2A filter passes only charges with no memo or GL code attached.
- 3The merchant name and MCC are matched against a BigQuery vendor master to find the canonical vendor and its default GL account.
- 4An LLM drafts a plain-English memo plus the suggested GL code, confidence, and reasoning.
- 5The draft posts to the controller's Slack channel with Approve / Edit buttons for review.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect BigQueryDatasets, queries, schemas.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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Accrual Chase Board in Monday with Per-Owner Tasks
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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.