Create client accounting report and email the link
Create client accounting report and email the link
Your transaction batches come without a formatted client ledger, delaying reconciliations and month-end review. It creates a client spreadsheet and emails the report link for same-day review.
Workflow preview:
Zap details:
Overview
If your bookkeeping team is still hand-crafting client reports from raw transaction feeds, this flow removes that busy work and reduces turnaround. It produces a client spreadsheet and emails the link automatically so reports reach stakeholders same day for timely review and filing.