Co-founder: keep marketing invoices routed to finance

Co-founders in marketing see invoice changes get buried, causing reconciliation gaps. Send filtered invoice updates to the right accounting tenant and tools so finance begins reconciliation faster.

Overview

Marketing agencies risk client trust and cashflow when invoice updates are missed. This workflow routes invoice changes to the correct accounting tenant and downstream tools, eliminating manual lookup so finance begins reconciliation faster and audit trails remain complete.

Notable Features

Route filtered invoice updates to tenants
Match invoices to correct tenant
Trigger reconciliation and payment workflows