FINANCE
Catch expense charges with missing or mismatched receipts
When a new expense row lands in Airtable, it cross-checks the claimed amount against the matching Stripe charge and routes any missing-receipt or amount-mismatch cases…
How it runs
The automated pipeline, trigger to output.
- TriggerNew expense row in AirtableAirtable
- ActionFind matching Stripe chargeStripe
- LogicCheck receipt + amount tolerance
- ActionUpdate Airtable row with review statusAirtable
- OutputNotify approver in SlackSlack
What it does
Reconciles employee-submitted expense rows against actual Stripe charges. For each new Airtable submission it finds the corresponding card transaction, compares amounts, and checks whether a receipt is attached. Clean matches auto-clear; anything missing a receipt or off by more than a tolerance is marked for review.
When to use it
Use this when employees log expenses in Airtable and you want to stop chasing receipts manually. It surfaces exactly the rows that need human eyes — missing documentation or amounts that don't line up with the card record.
How it works
- 1A new or updated Airtable expense row triggers the run.
- 2Look up the matching charge in Stripe by amount, date, and merchant.
- 3A logic step decides: receipt present and amount within tolerance clears automatically; otherwise it is a review case.
- 4Flagged rows are updated in Airtable with a status and the discrepancy reason, landing them in the approver's review view.
- 5Slack posts the approver a message naming the employee, amount, and what failed.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect StripeCustomers, subscriptions, payments.
- 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 Finance workflows
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
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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