FINANCE
Unbudgeted SaaS Vendor Charge Detector
On each new Stripe card charge, checks the merchant against the approved subscription roster in Snowflake and alerts finance in Slack when a never-before-seen software vendor is…
How it runs
The automated pipeline, trigger to output.
- TriggerNew Stripe card charge webhookStripe
- ActionQuery approved vendor rosterSnowflake
- LogicMatch merchant against roster
- LogicBranch: known vs unrecognized vendor
- OutputAlert finance in Slack on new vendorSlack
What it does
Catches new, unbudgeted software vendors the moment they first bill a company card. Every incoming Stripe charge is matched against the approved subscription roster; if the merchant has never appeared on the roster, it is treated as a potential shadow-IT or unapproved purchase and flagged immediately.
When to use it
Use it when month-end is too late to catch rogue spend. It gives finance a same-day signal whenever a team starts paying for a new tool, so the charge can be approved, reassigned to a budget owner, or disputed before the next billing cycle compounds it.
How it works
- 1A Stripe webhook fires on every new card charge.
- 2The charge merchant and amount are normalized.
- 3Snowflake is queried for the approved vendor roster.
- 4A logic step checks whether the merchant already exists on the roster.
- 5Known, budgeted vendors are silently passed through.
- 6Unrecognized vendors trigger a Slack alert to finance with the merchant, amount, and last-four card details for triage.
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.
More Finance workflows
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.
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.
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.
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.
Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
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.