FINANCE
Reforecast Deferral Schedule on Stripe Contract Amendment
When a Stripe subscription is upgraded, downgraded, or canceled mid-term, this voids the remaining deferral rows in BigQuery and rebuilds the schedule from the change date forward.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe subscription updated or canceledStripe
- LogicResolve change date and recognition impact
- ActionVoid future deferral rows in BigQueryBigQuery
- ActionRecompute and insert reforecast rows in BigQueryBigQuery
- OutputPost amendment change note to SlackSlack
What it does
Keeps deferral schedules correct when deals change. On a Stripe subscription update or cancellation it locks the periods already recognized, voids the future scheduled rows in BigQuery, and writes a fresh forward schedule based on the new contract value and remaining term.
When to use it
Use this whenever mid-term changes are common — seat expansions, plan downgrades, or early cancellations. Without it, an amended contract leaves stale future recognition rows that quietly overstate or understate revenue until someone notices at audit.
How it works
- 1A Stripe webhook fires on subscription updated or deleted.
- 2A logic step determines the effective change date and whether the change affects future recognition.
- 3A BigQuery action marks all schedule rows after the change date as voided, leaving recognized periods untouched.
- 4An action recomputes the remaining recognizable amount and spreads it across the new remaining months.
- 5A BigQuery action inserts the reforecast rows, and the output posts a change note to Slack for the revenue analyst.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect BigQueryDatasets, queries, schemas.
- 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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