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For accounting owners: never miss uploaded client statements

For accounting owners: never miss uploaded client statements

Accounting owners miss client statement uploads in spreadsheets, causing billing delays and client confusion. Notifications post to accounting and ops channels and mark the row SENT so owners act fast.

For accounting owners: never miss uploaded client statements

Overview

Unchecked statement uploads create billing delays and client confusion for small accounting firms. This workflow routes every uploaded statement to accounting and ops channels and marks rows SENT, eliminating manual chase and ensuring response times drop dramatically.

Notable Features

  • Post alerts to accounting channels
  • Mark spreadsheet row as SENT
  • Notify owner and ops staff

For accounting owners: never miss uploaded client statements