FINANCE
AI Rev-Rec Exception Triage and Close Memo Author
On demand or at close, an agent pulls unmapped Stripe charges, investigates each against Snowflake recognition data and the customer's contract metadata.
How it runs
The automated pipeline, trigger to output.
- TriggerManual or close-week trigger
- ActionRetrieve unmapped Stripe chargesStripe
- ActionQuery Snowflake for comparable treatments and contractsSnowflake
- LogicAgent proposes recognition treatment per charge with confidenceOpenAI
- OutputWrite structured close memo to CodaCoda
What it does
Uses an agent to reason through each unmapped Stripe charge, recommend a recognition treatment (one-time, ratable, or hold), and assemble a reviewable close memo, turning raw exceptions into decisions.
When to use it
Use it when the bottleneck isn't finding exceptions but deciding what to do with each one. The agent does the first-pass judgment a senior accountant would, leaving the controller to approve or override rather than research from scratch.
How it works
- 1The flow is triggered manually during close, or on a close-week schedule.
- 2It retrieves the current unmapped Stripe charges and their full metadata.
- 3For each, the agent queries Snowflake for comparable historical treatments and the customer's contract terms.
- 4The agent reasons over product type, term, and prior treatment to propose a recognition method with a short rationale and confidence.
- 5It compiles the proposals into a structured close memo and writes it to Coda, flagging low-confidence items for mandatory human review before posting.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect CodaDocs, packs, automations.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.