INVOICE PROCESSING
Publish a Weekly Three-Way Match Exception Aging Report
Each week it aggregates open match exceptions by age, failure type, and vendor, builds a summary.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly scheduled report build
- ActionQuery open exceptions with age and valuePostgres
- LogicBucket by aging, type, vendor; flag SLA breaches
- OutputPublish aging report to Coda docCoda
- OutputAlert SLA breaches in MS TeamsMicrosoft Teams
What it does
Gives finance leadership a standing view of how the three-way match process is performing. It buckets unresolved exceptions by how long they have been open, what broke, and which vendors recur, then publishes the rollup and flags anything past SLA.
When to use it
Use it for a weekly AP review or month-end close prep, when you need to show where invoices are stuck and which vendors or failure types drive the backlog rather than chasing exceptions one by one.
How it works
- 1A weekly schedule triggers the report build.
- 2The flow queries Postgres for all open exceptions with their age, failure reason, vendor, and dollar value.
- 3A logic step buckets them into aging bands, totals exposure by failure type and vendor, and isolates items past the resolution SLA.
- 4It upserts the summary tables and aging chart data into a Coda report doc for the AP team.
- 5It posts an MS Teams alert listing the SLA-breaching exceptions and total at-risk amount so owners act before close.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect CodaDocs, packs, automations.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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
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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