For finance teams: Upload vendor invoice PDFs to FTP

Finance teams miss invoice PDFs in inboxes, causing payment holds and reconciliation gaps. This extracts invoice PDFs and uploads them to your accounting provider's FTP so finance gets standardized invoices.

Overview

Vendor invoice PDFs left in inboxes create payment holds and reconciliation gaps for finance teams. This workflow extracts and delivers every invoice to your accounting provider's FTP, eliminating manual handoffs so finance receives standardized invoices and can start reconciliation faster.

Notable Features

Extract PDF attachments from emails
Upload invoices to accounting FTP
Rename files for consistent records