Capture card charges as draft expenses for finance teams

Finance coordinators miss card charges buried in statement emails, leaving transactions unrecorded. This creates draft expense entries capturing date and amount so coordinators can review complete records.

Overview

Unrecorded card charges create reconciliation gaps and surprise expenses for finance. This workflow captures charge date and amount from statement emails into draft expense records, preventing overlooked transactions and ensuring records are review-ready. Customers report shorter review cycles and fewer missed transactions.

Notable Features

Extract charge date and amount
Create draft expense records for review
Notify finance coordinators for review