FINANCE
Parse Emailed Receipts, Check Policy, and Build the Expense Record
Reads receipts forwarded to a finance inbox, extracts merchant, amount, and date, validates them against policy, and creates an expense row in Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerReceipt email arrives in finance inboxGmail
- ActionExtract merchant, amount, date, category
- LogicCheck amount and receipt against policy
- LogicBranch: clean vs. needs-review
- ActionInsert expense record into PostgresPostgres
- OutputReply to submitter with recorded summaryGmail
What it does
Employees forward receipts to a dedicated Gmail address. The flow extracts the merchant, total, date, and category from each message, checks the charge against your expense policy, and writes a structured expense record to Postgres. Anything that violates policy or has an unreadable receipt is marked needs-review instead of silently passing.
When to use it
Use it when receipts arrive as email attachments or photos and someone is hand-keying them into a system. This removes the data entry and adds policy enforcement at the point of capture.
How it works
- 1A new email in the finance receipts inbox triggers the flow.
- 2An extraction step pulls merchant, amount, date, and category from the body and attachment.
- 3A policy-check step compares the amount to the category cap and confirms a receipt is attached.
- 4A branch separates clean charges from violations and unreadable receipts.
- 5Clean charges are inserted into the Postgres expenses table as Pending.
- 6Violations are inserted with status Needs-Review and the failing reason attached.
- 7A confirmation reply is sent to the submitter summarizing what was recorded.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
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.