INVOICE PROCESSING
Nightly sweep of subscription spend vs rate card baseline
Runs every night against your invoice warehouse, recomputes each active subscription's billed amount versus its negotiated baseline.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule after invoice sync
- ActionQuery latest invoiced amounts per subscriptionSnowflake
- ActionLoad negotiated baseline ratesSnowflake
- LogicCompute and filter drift above tolerance
- LogicRank overages by dollar impact
- OutputSend ranked drift digest to TeamsMicrosoft Teams
What it does
Instead of reacting to one invoice at a time, this workflow does a portfolio-wide nightly reconciliation. It pulls every subscription invoice booked in the last billing cycle from your warehouse, joins it to the negotiated rate card, and ranks vendors by total dollar drift. The result is a single digest showing where you're now paying more than you agreed to.
When to use it
Use this when subscription spend is spread across many vendors and you want a standing daily control rather than ad hoc checks. It suits finance ops teams who review variances each morning and need a prioritized, dollar-weighted list.
How it works
- 1A nightly schedule fires the run after invoices have synced to the warehouse.
- 2A warehouse query pulls the latest invoiced amounts per active subscription.
- 3A second query loads the negotiated baseline rate for each vendor.
- 4A logic step computes per-vendor drift and filters out anything within tolerance.
- 5Remaining overages are ranked by total dollar impact.
- 6The ranked digest is delivered to the finance Microsoft Teams channel.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect Microsoft TeamsChannels, chats, files.
- 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
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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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