FINANCE
Investigate accrual-to-actual variances and explain them
After invoices post, an agent compares each prior accrual estimate in Snowflake to the actual invoiced amount.
How it runs
The automated pipeline, trigger to output.
- TriggerMid-period variance review date
- ActionJoin accruals to actual invoices in SnowflakeSnowflake
- LogicFlag variances over tolerance
- ActionInvestigate causes and draft memo to NotionNotion
- OutputPost top variances to SlackSlack
What it does
This agent closes the loop on estimate quality. It matches every accrual the team booked against the actual invoice that eventually arrived, flags where the estimate missed by more than a tolerance, digs into why, and produces a written variance explanation auditors and the CFO can read.
When to use it
Run it a few weeks after close once most accrued invoices have landed. Use it when leadership wants to know whether accrual estimates are reliable, or when you need documented explanations for material accrual-to-actual swings in the workpapers.
How it works
- 1A scheduled trigger fires mid-period when invoice arrival has caught up.
- 2The agent queries Snowflake to join booked accruals to their realized invoice amounts.
- 3A logic step isolates lines whose variance exceeds the dollar or percentage tolerance.
- 4For each flagged line the agent inspects the underlying PO, receipt, and timesheet records to reason about the cause (rate change, scope creep, timing).
- 5The agent drafts a structured variance memo and writes it to a Notion close-file page, then posts the top variances to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect NotionPages, databases, comments.
- 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.
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