FINANCE
SaaS Spend Anomaly Investigation Agent
When a Stripe charge exceeds a vendor's historical baseline, an agent investigates the spike using Snowflake history and web research.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe charge exceeds vendor baselineStripe
- ActionPull 12-month vendor charge historySnowflake
- ActionResearch vendor pricing changes on the webPerplexity
- LogicClassify spike cause from evidence
- OutputOpen Linear ticket with findings and recommendationLinear
What it does
Turns a spend spike into a worked investigation, not just an alert. When a Stripe charge comes in materially above a vendor's trailing average, an agent gathers the vendor's billing history from Snowflake, researches whether the vendor recently changed pricing, and writes up the most likely cause with a recommendation.
When to use it
Use it when a raw threshold alert is not enough and you want the first pass of analysis done before a human looks. It is ideal for finance teams who want every unusual software charge triaged with context, separating real price increases from seat growth or duplicate billing.
How it works
- 1A Stripe webhook fires when a charge exceeds the vendor's baseline.
- 2The agent queries Snowflake for the vendor's trailing 12-month charge history.
- 3It runs web research to check for announced price changes or plan migrations.
- 4The agent reasons over the evidence to classify the spike as price increase, seat growth, duplicate, or unknown.
- 5It drafts a recommended action and opens a Linear ticket assigned to the budget owner with its findings attached.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect LinearIssues, projects, cycles, triage.
- 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.
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.