FINANCE
Rebuild deferred-revenue waterfall when a Stripe subscription is amended
When a Stripe subscription changes mid-term (upgrade, downgrade, or proration), this recomputes the full remaining revenue-recognition schedule and writes the corrected waterfall…
How it runs
The automated pipeline, trigger to output.
- TriggerStripe subscription amended (customer.subscription.updated)Stripe
- LogicFilter to material amendments (amount or term changed)
- ActionLoad original schedule + new terms from SnowflakeSnowflake
- LogicRecompute recognized-to-date and re-amortize remaining balance
- ActionWrite rebuilt waterfall rows to SnowflakeSnowflake
- OutputPost recognition delta summary to finance SlackSlack
What it does
Watches Stripe for subscription amendments — plan changes, quantity changes, mid-cycle proration — and rebuilds the deferred-revenue recognition schedule for that contract from the amendment date forward. The result is a clean per-period waterfall (remaining deferred balance, monthly recognition, proration true-up) persisted to Snowflake so your close is correct without manual spreadsheet surgery.
When to use it
Use it when sales amends a live contract mid-term and your recognition schedule silently goes stale. Ideal for SaaS finance teams running monthly ASC 606 ratable recognition who cannot afford a manual rebuild every time an account changes seats or tier.
How it works
- 1Stripe emits a `customer.subscription.updated` event to the gateway.
- 2A filter confirms the change is material (amount or term differs from the prior version).
- 3The flow pulls the original schedule and the new contract terms from Snowflake.
- 4It recomputes recognized-to-date, then re-amortizes the remaining balance across future periods.
- 5The rebuilt waterfall rows are written back to Snowflake, replacing the stale schedule.
- 6A summary of the delta is posted to the finance Slack channel for review.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 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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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.