Create invoice files from email attachments for finance

Your vendor invoice attachments pile up in inboxes, causing late payments and delayed campaign reconciliation. Files and renames PDFs with invoice references so ops and billing reconcile the same day.

Create invoice files from email attachments for finance

Overview

When vendor invoice PDFs pile up in personal inboxes, payments slip and campaign reconciliation stalls. This flow extracts invoice numbers, finds the matching accounting record, and stores PDFs named with the invoice reference so ops and billing can reconcile the same day.

Create invoice files from email attachments for finance