Forward finance attachments to bookkeeping contact for action

Your inbox receives receipts, invoices, or bills that sit unread and delay bookkeeping and vendor payments. Route those attachments to your bookkeeping contact so files are actionable same day.

Forward finance attachments to bookkeeping contact for action

Overview

Missing or buried invoices slow reconciliation and risk late payments. This flow automatically captures receipt and invoice attachments from inbound mail and routes them to your bookkeeping contact so files are processed same day and payment risk is reduced.

Forward finance attachments to bookkeeping contact for action