Finance coordinators: ensure directors receive notary bank details

Finance teams miss RIBs when dossiers reach notary, risking delayed deposits and missing proof. Auto emails deliver notary bank details so directors can complete deposits and attach transfer proof.

Overview

Missed notary payments stall company formation and create compliance risk. This workflow delivers the notary's bank details and clear payment instructions to the director when a dossier moves to the notary, eliminating handoff delays and creating an auditable trail so finance can reconcile deposits and collect transfer proof.

Notable Features

Send bank details to director
Attach RIB file to messages
Create follow-up for transfer proof