FINANCE
Month-End GL Variance Flagger
On a nightly close-period schedule, scans the GL trial balance in Snowflake for accounts whose month-to-date movement deviates sharply from their trailing average and posts…
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule during close window
- ActionQuery MTD balances + trailing stats from SnowflakeSnowflake
- LogicCompute z-score; keep breaches over threshold or dollar floor
- LogicRank by absolute variance, drop no-baseline accounts
- OutputPost ranked anomaly digest to controller SlackSlack
What it does
During the close window, this workflow pulls every active GL account's month-to-date activity from Snowflake, compares it against each account's trailing twelve-month average and standard deviation, and flags accounts that breached a z-score threshold or a hard dollar floor. It delivers a single ranked digest so the controller sees the riskiest movements first instead of scrolling a full trial balance.
When to use it
Run it nightly from the first business day of close through the lock date. It is built for finance teams who close in a few days and need an early, automated read on which accounts will need a manual explanation before sign-off.
How it works
- 1A schedule fires each night during the configured close window.
- 2A Snowflake query returns MTD balances plus the trailing-average and standard-deviation columns per account.
- 3A logic step computes each account's z-score and keeps only those past the threshold or above the dollar floor.
- 4A logic step ranks survivors by absolute variance and drops accounts with no prior-year baseline.
- 5The ranked anomaly digest is posted to the controller's Slack channel with account, variance, and direction.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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