Create transfer ledger rows from deposit CSV emails
Create transfer ledger rows from deposit CSV emails
Your labeled transfer emails contain CSV attachments that go unprocessed, leaving deposit lines missing. It logs each transfer into your ledger and posts alerts so finance can reconcile same day.
Overview
When transfer CSVs sit in inboxes unprocessed, reconciliations stall and settlement visibility vanishes. This workflow turns labeled deposit emails into ledger rows and Slack alerts so finance can reconcile deposits same day and keep clearing on schedule.