FINANCE
Month-End SaaS Spend Variance Brief
At month close, pulls Stripe card charges and the subscription roster from Snowflake, compares actual spend per vendor against the prior month.
How it runs
The automated pipeline, trigger to output.
- TriggerFirst-business-day monthly schedule
- ActionFetch prior-month card charges by merchantStripe
- ActionQuery subscription roster and actualsSnowflake
- LogicJoin per vendor, compute dollar/percent variance
- LogicFlag vendors over threshold as over/under/new
- OutputPost ranked variance brief to SlackSlack
What it does
Produces the finance team's month-end SaaS spend variance brief without anyone exporting CSVs by hand. It reconciles what was actually charged to company cards in Stripe against the budgeted subscription roster in Snowflake, then highlights every vendor whose spend moved materially versus the prior month.
When to use it
Run it on the first business day of each month to close the books on software spend. It replaces the manual pivot table the FP&A analyst rebuilds every cycle and surfaces surprise renewals, seat creep, and silent price increases before they hit the P&L review.
How it works
- 1A monthly schedule fires on the first business day.
- 2It pulls the prior month's card charges from Stripe, grouped by merchant.
- 3It queries the canonical subscription roster and last month's actuals from Snowflake.
- 4A logic step joins both sets per vendor and computes dollar and percent variance.
- 5Vendors crossing a variance threshold are flagged as over, under, or new.
- 6The ranked brief is posted to the finance Slack channel with the top movers called out first.
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.