FINANCE
Rev-Rec Exception Tracker Sync to Coda
Daily, reconciles Stripe charges against Snowflake recognition schedules and writes every exception into a Coda tracker as a triage row.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionPull open-period Stripe chargesStripe
- ActionQuery Snowflake recognition schedulesSnowflake
- LogicDiff charges vs schedules; mark resolved rows
- OutputUpsert exceptions into Coda trackerCoda
What it does
Maintains a Coda exception tracker that always reflects which Stripe charges still lack a recognition schedule, adding new exceptions and auto-closing ones that have been fixed.
When to use it
Use it when your close process needs an auditable, assignable worklist rather than a one-off alert. Coda becomes the single source of truth for who owns each exception, what the resolution was, and whether it's cleared before lock.
How it works
- 1A daily schedule triggers the reconciliation.
- 2The flow pulls Stripe charges for the open period and queries the matching recognition schedules in Snowflake.
- 3It diffs the two sets to compute the current exception list keyed by charge ID.
- 4A logic step compares against existing rows in the Coda table: new exceptions become rows, and any tracked row no longer in the exception set is marked Resolved.
- 5The Coda tracker is upserted with owner, amount, age in days, and status so the team can triage and check off remaining items.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect CodaDocs, packs, automations.
- 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.
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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.