Finance

Riff playbooks for finance teams — invoice reconciliation, payment exceptions, and approval escalation.

These playbooks cover the finance workflows that sit alongside procurement: invoice reconciliation, payment approvals, and transaction exception handling. Written for finance controllers, AP leads, and shared services teams.

Playbook	What it does	Best fit
Reconcile supplier invoices	Match invoices to POs and GRs, hold mismatches	Agent
Escalate flagged transactions	Route payment exceptions to the right approver	Agent + App

ERP compatibility

These playbooks are written for teams running Infor LN / M3, SAP S/4HANA, Oracle ERP Cloud, or Microsoft Dynamics 365.

Note on the overlap with Procurement

Invoice reconciliation (GR/IR matching) appears in both the Procurement and Finance playbooks. The Procurement version is written from the buyer's perspective; the Finance version is written from the AP controller's perspective. Both are valid starting points — pick whichever matches your role.