Create dated PDF records from incoming financial emails
Create dated PDF records from incoming financial emails
Your financial emails and attachments pile up in your inbox, delaying billing and reconciliation. Get dated PDF records and metadata so billing staff can act before payment runs.
Overview
When financial emails and attachments sit untracked in inboxes, billing staff and consultants waste time searching and reconciling. This workflow converts those messages into dated PDF files and a single searchable ledger, letting your billing staff retrieve and act within minutes ahead of payment runs.