COOs keep finance and ops aligned on payment dates

Operations coordinators and account coordinators face billing mistakes when CRM payment dates drift out of sync, creating client record mismatches. It updates client systems so records match.

Overview

Out-of-sync payment dates lead to billing mistakes and frustrated clients. This workflow ensures finance and account coordinators share one authoritative payment date for each advisory client, eliminating billing mismatches and smoothing reconciliation.

Notable Features

Push latest payment dates to client system
Filter only advisory customers before update
Notify finance and account coordinators