FINANCE
Accrual Variance Check: Prior-Period Comparison to Controller
At close, compares this period's open-PO accrual exposure in Snowflake against prior-month accruals, flags vendors or cost centers with unusual swings.
How it runs
The automated pipeline, trigger to output.
- TriggerClose-day schedule fires
- ActionQuery current and prior accrual exposure in SnowflakeSnowflake
- LogicCompute variance, flag outliers by threshold
- LogicRank flagged items by absolute swing
- OutputEmail variance report to controller via OutlookOutlook
What it does
Beyond reminding owners to book accruals, this workflow sanity-checks the numbers. It pulls the current period's unbilled-receipt exposure from Snowflake and compares it to the prior period's accruals, then highlights vendors and cost centers whose accrual moved sharply up or down. Big swings often signal a missed receipt, a duplicate, or a timing error worth catching before the books close.
When to use it
Use it during close when the controller wants assurance that the accrual total is reasonable, not just complete. Especially useful for businesses with recurring vendors where month-over-month accruals should be stable and outliers deserve a look.
How it works
- 1A close-day schedule triggers the run.
- 2Snowflake returns current open-PO accrual exposure alongside prior-period accrual figures by vendor and cost center.
- 3A logic step computes period-over-period variance and flags entries exceeding the percentage and dollar thresholds.
- 4Flagged items are ranked by absolute swing with likely causes noted.
- 5An Outlook email delivers the variance report to the controller for review before final booking.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OutlookMail, calendar, contacts.
- 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 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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