Add lender report rows to finance reconciliation sheet
Add lender report rows to finance reconciliation sheet
Lender fee emails and attachments sit in labeled inboxes, causing manual downloads during reconciliation. Files and a ledger row are created automatically so records are ready before month-end.
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Overview
When labeled lender fee emails pile up, month-end reconciliation slows and errors increase. This flow saves each fee report to the correct year/month folder and appends a ledger row automatically, so finance managers have ready records before month-end.