INVOICE PROCESSING
Nightly audit that flags duplicate payments already made
Runs every night to scan the last 90 days of Stripe payments against your Postgres invoice ledger.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionPull last 90 days of Stripe paymentsStripe
- ActionJoin against Postgres invoice ledgerPostgres
- LogicIsolate invoices paid more than once
- ActionRecord duplicates in PostgresPostgres
- OutputPost recovery report to finance SlackSlack
What it does
A scheduled reconciliation that looks backward instead of forward. Each night it pulls recent Stripe payments, groups them by vendor and invoice number, and finds cases where the same invoice was paid more than once. It compiles those into a recovery report so finance can request refunds or apply credits.
When to use it
Use this as a backstop alongside real-time guards, or on its own if duplicates have slipped through historically. It catches the leaks that prevention missed and quantifies the dollars to recover.
How it works
- 1A nightly schedule triggers the audit run.
- 2The flow pulls the trailing 90 days of payments from Stripe.
- 3It joins those against the Postgres invoice ledger by vendor and invoice number.
- 4A logic step isolates any invoice number paid two or more times.
- 5Matches are written to a duplicate-payments table in Postgres for tracking.
- 6A summary report with totals and vendors is posted to the finance Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
More Invoice Processing workflows
Catch duplicate invoices as they hit your AP inbox
Watches your accounts-payable Gmail inbox for incoming invoice emails, fingerprints each one, and routes likely duplicates to a review label instead of into the approval queue.
Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Block duplicate Stripe payouts before they send
When a new vendor invoice is queued for payment in Stripe, cross-check it against your paid-invoice history in Postgres and halt any payout that matches an already-paid invoice.
Agent that codes Front invoices to GL accounts and drafts a bill
An agent reads each Front vendor invoice, assigns GL account codes per line item using your chart of accounts and past coding history.
Detect duplicate Front invoices and archive originals to S3
Parses each Front vendor invoice, checks it against a history table for duplicates, archives the source PDF to S3 with a normalized key, and alerts AP when a duplicate is caught.
AI agent that investigates suspected duplicate invoices
When a new invoice can't be cleared by exact-match rules, an AI agent reviews paid history for near-duplicates (split bills, renamed vendors, rounding) and recommends pay, hold…
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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