Start from a finance workflow pattern.

Pull invoices out of a shared AP inbox, read them with a scoped AI step, match against the purchase order in your ERP, and post the bill with an exception queue for anything that does not agree.

Route each invoice to the right approver based on amount thresholds and cost center, escalate on timeout, and record who approved what and when.

Check every incoming invoice against a running ledger of what you have already processed, score the match on vendor, amount, and invoice number, and route likely duplicates to a recorded review before anything is paid.

Use the Stagehand browser block to log into a vendor or bank portal that has no API, download statements or invoices, extract the data, and post it, adapting to UI changes instead of breaking on them.

Trigger on contract signature, extract the billing terms with a scoped AI step, confirm them against the linked CRM opportunity, and create the invoice in Stripe.

A scheduled workflow reads the recognition schedule set up at invoice time, computes the amount to move from deferred to recognized, and posts the journal entries, each traceable back to its source contract.

Read metered usage from a data table your product writes to, aggregate it against each customer pricing tier, flag anomalies for review, and raise the invoice in Stripe.

Pull the balance transactions behind each Stripe payout, break them into charges, fees, refunds, and chargebacks, match them to invoices and the clearing account, and post the journal entry, routing only true exceptions to a person.

Read remittance detail as payments arrive, pull the open receivables from your ERP, match each receipt on amount and reference, and apply the cash, routing partials and unmatched receipts to a person.

Pull the bank transactions, match them to the general ledger on amount, date, and reference, auto-clear the matches, and send each unmatched item to an owner with everything they need to resolve it.

A daily run re-reads open AR, sends escalating reminders as invoices age, routes high-value or long-overdue accounts to a collector, and simply skips anything that has been paid since the last run.

Catch a billing request raised as a HubSpot ticket, classify it, gate the adjustment behind approval, post the credit memo or correction in Stripe or the ERP, and close the loop back to the ticket.

Trigger on a closed-won opportunity, validate the billing fields, create the customer and the invoice in the ERP as separate steps, and route incomplete deals to sales ops instead of billing them wrong.

Trigger on a won HubSpot deal, confirm the billing terms, gate custom terms, create the Stripe customer, start the subscription as a separate step, and write the status back so the CRM and billing stay in sync.

Orchestrate the close as a set of sub-workflows, run reconciliations and checks in the right order, gather evidence at each step, and track readiness to a clean close.

Pull the current and prior trial balance, compare each account against the prior period, flag variances beyond a threshold, and ask the owner to confirm and explain each one, capturing the explanation against the account.