Add monthly statement file to company CRM record

Your spreadsheet's statement rows aren't linked to company records, causing billing and reporting delays. Files upload to each company profile automatically so account managers can access them same day.

Overview

When statement PDFs live only in a sheet, account teams spend time hunting for the right files and reconciliation slips. This flow attaches files to company profiles and updates records so account managers have reconciled statements available the same day, reducing manual handoffs.