INVOICE PROCESSING
Match Exception Tracker on a Monday Board
Turns each three-way match failure into a Monday board item assigned to the right approver, with the variance breakdown and PO context attached.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled scan of unmatched invoicesPostgres
- ActionPull PO + receipt detailPostgres
- LogicCompute variance type and dollar impact
- LogicMap variance to responsible approver
- ActionCreate assigned Monday board itemmonday.com
- OutputNotify assignee in Slack with linkSlack
What it does
This workflow creates a durable, trackable record for every invoice that fails three-way match. Each exception becomes a Monday item with the variance type, dollar impact, and links to the PO and receipt, assigned to the owner who can clear it. It gives finance a single board showing what is open, who owns it, and how long it has been stuck.
When to use it
Use it when you need an auditable exception queue with SLAs, not ephemeral Slack pings. Ideal for teams that already run AP work through Monday.
How it works
- 1A scheduled scan finds invoices flagged as unmatched in Postgres.
- 2For each one the workflow pulls the PO and goods-receipt detail.
- 3Logic computes the variance type and total dollar impact.
- 4It maps the variance type to the responsible approver.
- 5A Monday item is created on the AP Exceptions board with the breakdown, owner, and a status of Needs Review.
- 6The assignee is notified in Slack with a direct link to the board item.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect monday.comVisual work management for teams.
- 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 Invoice Processing workflows
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Nightly audit that flags duplicate payments already made
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Block duplicate Stripe payouts before they send
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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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