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Create HOA billing records from incoming statement emails

Create HOA billing records from incoming statement emails

Your HOA billing statement emails sit untracked in inboxes, delaying resident billing and reconciliation. Automated logging of statement attachments lets billing staff reconcile accounts same day.

Create HOA billing records from incoming statement emails

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Overview

Untracked statement emails create reconciliation backlog and slow invoicing for property teams. This workflow extracts statement PDFs, classifies them immediately, and logs statement records to your billing tracker so billing staff can reconcile accounts same day.

Create HOA billing records from incoming statement emails