INVOICE PROCESSING
Nightly Sweep of Recurring Vendor Charges Against Expected Amounts
Runs every night to scan the day's posted recurring invoices in Postgres, compares each to its expected contract amount.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionQuery posted recurring invoices vs expected amountsPostgres
- LogicFilter to charges outside allowed band
- ActionWrite flagged charges to review tablePostgres
- OutputEmail daily drift digest to financeGmail
What it does
Each night this flow reviews all recurring vendor charges that posted in the last 24 hours. It joins each charge to its expected amount (from your contracts table) and flags any that fall outside an allowed band. Instead of one alert per charge, it batches everything into a single digest email so finance reviews drift once a day.
When to use it
Use it when you have many recurring vendors and want a calm, scheduled review rather than real-time pings. It is ideal for catching slow creep — small monthly increases that individually look harmless but add up across dozens of subscriptions.
How it works
- 1A nightly schedule triggers the run.
- 2A Postgres query selects recurring invoices posted in the last day and joins each to its expected contract amount.
- 3A logic step keeps only charges where the variance exceeds the allowed band, classifying each as over, under, or new vendor.
- 4The flow writes the flagged set to a review table with status `pending`.
- 5If the flagged list is empty, the run ends.
- 6Otherwise an email digest goes to finance summarizing total drift, each offending vendor, and the variance amount.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Invoice Processing workflows
Catch duplicate invoices as they hit your AP inbox
Watches your accounts-payable Gmail inbox for incoming invoice emails, fingerprints each one, and routes likely duplicates to a review label instead of into the approval queue.
Gate invoice approvals on a duplicate cross-check
When an approver clicks Approve in your AP system, a webhook re-validates the invoice against paid history in Postgres and Stripe charges.
Nightly audit that flags duplicate payments already made
Runs every night to scan the last 90 days of Stripe payments against your Postgres invoice ledger.
Block duplicate Stripe payouts before they send
When a new vendor invoice is queued for payment in Stripe, cross-check it against your paid-invoice history in Postgres and halt any payout that matches an already-paid invoice.
Agent that codes Front invoices to GL accounts and drafts a bill
An agent reads each Front vendor invoice, assigns GL account codes per line item using your chart of accounts and past coding history.
Detect duplicate Front invoices and archive originals to S3
Parses each Front vendor invoice, checks it against a history table for duplicates, archives the source PDF to S3 with a normalized key, and alerts AP when a duplicate is caught.
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.
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