Create dated payment PDFs in organized folders for accounting
Create dated payment PDFs in organized folders for accounting
Your e-transfer emails with payment details sit unarchived, delaying reconciliation. It converts emails into PDFs and files them in organized date folders so you can reconcile payments same day.
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Overview
When payment confirmation emails pile up unfiled, reconciliation drags and bookkeeping slips. This flow converts those emails into dated PDFs and files them in organized folders, giving your accounting staff immediate access and enabling same-day reconciliation.