Create remittance tracker records from emailed settlement PDFs
Create remittance tracker records from emailed settlement PDFs
Settlement remittance PDFs arrive in your inbox unprocessed, blocking timely reconciliations. Parsed payment fields and a linked file are added to the tracker for same-day posting.
Overview
Emails with settlement PDFs often arrive untracked, forcing manual extraction and delaying reconciliations. This flow extracts remittance fields, stores the PDF, and creates a tracker row so finance managers and reconciliation analysts can post payments same day.