FINANCE
Rev-Rec Exception Evidence Pack Builder for Auditors
After close locks, compiles the period's resolved and outstanding rev-rec exceptions from Snowflake and Stripe into a dated CSV evidence pack, archives it to S3.
How it runs
The automated pipeline, trigger to output.
- TriggerPost-lock schedule
- ActionQuery Snowflake exception log for the periodSnowflake
- ActionEnrich rows with Stripe charge detailsStripe
- LogicAssemble dated CSV evidence pack
- ActionArchive evidence pack to S3AWS S3
- OutputNotify audit channel in Slack with link and countsSlack
What it does
Produces a permanent, dated audit-evidence pack of every revenue-recognition exception for the closed period, archives it durably, and tells the team where to find it.
When to use it
Use it right after the books lock, when you need defensible documentation of how unmapped Stripe charges were identified and resolved. It removes the scramble during the annual audit by capturing the evidence while the data is fresh.
How it works
- 1A schedule fires after the period is locked (for example, the first business day after close).
- 2The flow queries Snowflake for the period's exception log, including resolution status and who cleared each item.
- 3It enriches each row with the underlying Stripe charge details and final recognition treatment.
- 4A build step assembles a structured CSV evidence pack and names it by entity and period.
- 5The file is archived to an S3 bucket with retention metadata, and a Slack notice posts to the audit channel with the link and counts of resolved versus outstanding items.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect AWS S3Buckets, objects, signed URLs.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 this workflow in your colony.
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