Commercial real estate: route bookkeeping emails instantly

Real estate systems managers miss bookkeeping emails, leaving invoices overlooked. Auto-forwards send messages and attachments to the bookkeeper so invoices get handled and records stay accurate.

Overview

Missed bookkeeping emails delay invoice processing and create accounting gaps for commercial real estate owners. This workflow routes every bookkeeping message and attachment to the assigned bookkeeper, reducing missed invoices and keeping records audit-ready.

Notable Features

Forward messages and attachments
Filter emails by bookkeeping folder
Notify assigned bookkeeper with context