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Create journal entries from emailed transfer amounts for bookkeeping

Create journal entries from emailed transfer amounts for bookkeeping

Your transfer emails hide amounts needed for bookkeeping, delaying journal entries and month-end reconciliation. It extracts the amount and posts a journal entry so bookkeeping is updated same day.

Create journal entries from emailed transfer amounts for bookkeeping

Overview

Manual journal entries from transfer emails eat time during peak event season and slow your close. This flow extracts amounts from finance emails and creates journal entries automatically, giving your bookkeeper updated ledgers same day.

Create journal entries from emailed transfer amounts for bookkeeping