FINANCE
Month-End Deferred-Revenue Schedule Sweep
On a scheduled close-day run, sweeps all Stripe invoices for the period, reconciles each against the Snowflake deferred-revenue ledger.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled close-day run
- ActionList period invoices from StripeStripe
- ActionLoad deferred-revenue schedules from SnowflakeSnowflake
- LogicDiff recognized amounts and periods, collect exceptions
- ActionWrite exceptions to Airtable reconciliation boardAirtable
- OutputPost reconciliation digest to SlackSlack
What it does
At month-end it pulls every Stripe invoice for the closing period and reconciles the full batch against the deferred-revenue ledger in Snowflake, producing one consolidated list of invoices whose recognized amount or period does not match the schedule.
When to use it
When you prefer a single batch reconciliation on close day rather than per-event checks. Ideal for finance teams that want a clean exceptions packet before posting journal entries.
How it works
- 1A scheduled trigger fires on the configured close day (e.g. last business day).
- 2The flow lists all Stripe invoices with a period covering the closing month.
- 3It loads the matching deferred-revenue schedule rows from Snowflake in bulk.
- 4A logic step diffs recognized-to-date and period boundaries, collecting every invoice that fails to tie out.
- 5All exceptions are written to an Airtable reconciliation board for review and sign-off.
- 6A Slack digest summarizes counts, total variance, and a link to the board for the controller.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect AirtableBases, tables, views, automations.
- 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.
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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.
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