Create daily invoice register with deal links for finance
Create daily invoice register with deal links for finance
You get supplier invoices without linked deal context, causing slow reconciliation and unclear cash forecasts. The daily register gives finance reconciled rows for review before cash decisions.
Overview
Stop manual matching between your accounting and CRM and give finance one authoritative AP register each morning. The daily run pulls invoices, attaches deal context when available, and delivers reconciled rows for same-day review before cash decisions.