Cofounders: ensure investor fiscal receipts are generated and archived

Cofounders in finance flag missing investor attestations, creating audit exposure. The workflow generates and archives fiscal receipts so finance has audit-ready attestations.

Overview

Missed or malformed fiscal receipts create audit headaches and compliance exposure for growing companies. This workflow makes every flagged deal produce a correctly formatted, archived fiscal receipt so finance has audit-ready attestations and a clear record trail. It reduces manual reissues and gives leadership confidence during reviews.

Notable Features

Generate formatted fiscal receipts
Archive receipts to investor folders
Update CRM with receipt links