FINANCE
Monthly RevRec Timing Variance Brief from BigQuery
At each month-end close, query BigQuery for recognized vs. booked revenue by contract, summarize the timing variances with OpenAI.
How it runs
The automated pipeline, trigger to output.
- TriggerMonth-end close schedule fires
- ActionQuery recognized vs. scheduled revenue by contractBigQuery
- LogicCompute and rank timing variances
- ActionDraft variance brief with cause notesOpenAI
- OutputEmail brief to controllerOutlook
What it does
Produces a one-page revenue-recognition timing variance brief for the controller every month-end. It compares revenue recognized in the period against revenue that should have been recognized per the contract schedule, isolates the timing gaps, and explains the biggest movers in plain language.
When to use it
Run it on the last business day of the month (or the morning after close cutoff) so the controller walks into review with the variances already triaged instead of building the schedule by hand.
How it works
- 1A month-end schedule fires the workflow.
- 2It queries BigQuery for recognized revenue and the scheduled recognition amount per contract for the period.
- 3A logic step computes the timing variance per contract and ranks contracts by absolute dollar gap.
- 4OpenAI drafts the brief: total variance, top over/under-recognized contracts, and a likely cause note for each.
- 5The brief is emailed to the controller via Outlook with the contract-level table attached.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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
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.
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.
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.
Real-Time Uncoded Expense Nudge on New Spend Event
When a new expense lands without a GL code, a webhook fires and the workflow immediately Slack-nudges the spending owner to code it on the spot.
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.
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.