INVOICE PROCESSING
Match Stripe vendor payouts to Dropbox invoices nightly
Each night, pulls the day's outbound Stripe payments and reconciles each one against a matching invoice PDF in Dropbox.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule after business close
- ActionFetch today's outbound Stripe payouts and transfersStripe
- ActionList and parse invoices in Dropbox AP folderDropbox
- LogicMatch payments to invoices by vendor and amount
- ActionUpsert match results into Postgres ledgerPostgres
- OutputPost matched/unmatched summary to SlackSlack
What it does
Runs a nightly reconciliation between money you paid out through Stripe and the vendor invoices you keep in Dropbox. For every outbound payment, it looks for an invoice whose amount and vendor match, then writes the result to a Postgres ledger so finance has one clean source of truth.
When to use it
Use it when accounts payable pays vendors via Stripe and files invoices in a shared Dropbox folder, and you want a daily proof that every dollar out the door has paper behind it. It replaces the manual spreadsheet cross-check at month-end.
How it works
- 1A nightly schedule fires after the business day closes.
- 2The flow fetches all outbound Stripe transfers and payouts dated today.
- 3It lists invoice files in the Dropbox AP folder and parses each filename and amount for vendor and total.
- 4A matching step pairs payments to invoices on vendor plus amount within a small tolerance.
- 5Matched and unmatched results are upserted into a Postgres reconciliation table with a status flag.
- 6The run finishes by posting a one-line summary (matched count, unmatched count) to the finance Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect DropboxFiles and folders.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 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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