FINANCE
Normalize Multi-Currency Expenses and Flag Policy Violations Before Approval
When a Stripe-captured expense lands, it converts the amount to your base currency at the transaction-date FX rate, checks it against per-category spend limits.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Stripe expense charge capturedStripe
- ActionFetch transaction-date FX rate and convert to base currencyHTTP webhook
- LogicCheck normalized amount against category limits and receipt rules
- LogicBranch: compliant (auto-approve) vs. violation (flag with reason)
- OutputPost approve/flag decision to finance Slack channelSlack
What it does
Every expense charged through Stripe gets normalized to a single base currency and screened against your reimbursement policy before a human ever sees it. Compliant expenses are pre-approved; anything over a category cap or missing a receipt is flagged with the specific rule it broke.
When to use it
Use this when employees expense in multiple currencies and your finance team wastes time manually converting amounts and eyeballing policy limits. It removes the FX math and the first-pass rule check from the approver's job.
How it works
- 1A new Stripe charge tagged as an expense triggers the run.
- 2An HTTP call fetches the FX rate for the charge's currency on its transaction date and converts the amount to base currency.
- 3The normalized amount is checked against per-category limits and receipt requirements.
- 4A branch splits compliant expenses (auto-approve) from violations (flag with reason).
- 5The decision, original and normalized amounts, and any violated rule are posted to the finance Slack channel for final sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect HTTP webhookTrigger any URL on agent actions.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.