FINANCE
Pre-Close Rev-Rec Exception Finder for Unmapped Stripe Charges
Each night during close week, pulls new Stripe charges, checks each one against the recognition-schedule table in Snowflake.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule during close week
- ActionPull recent Stripe chargesStripe
- ActionQuery rev-rec schedule table in SnowflakeSnowflake
- LogicKeep charges with no matching schedule; classify reason
- OutputPost exception list to close Slack channelSlack
What it does
Scans recent Stripe charges and surfaces the ones that don't tie to a revenue-recognition schedule, so they get resolved before month-end close instead of becoming an audit finding.
When to use it
Run it nightly during close week (or the last five business days of the month) when your team needs to be confident every dollar of cash collected has a place to be recognized. Ideal for SaaS and subscription businesses where deferred revenue lives in Snowflake and ad-hoc or one-off charges slip through.
How it works
- 1A nightly schedule fires during the close window.
- 2The flow pulls Stripe charges created since the last run, including metadata, product, and invoice references.
- 3It queries the `rev_rec_schedule` table in Snowflake and left-joins each charge by charge ID and invoice ID.
- 4A filter keeps only charges with no matching schedule row, then classifies each as one-time, missing-product-mapping, or refunded.
- 5The exception list (amount, customer, reason) is posted to the close Slack channel with a running total of unmapped dollars.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.