Founders: notify finance when balance files hit drive

Founders and accounting coordinators miss balance files in shared drives, creating reconciliation delays and audit risk. Alerts reach finance and ops so reviews begin quickly.

Overview

Unread balance files create reconciliation delays and audit exposure that can block executive decisions. This workflow routes new balance documents to finance and ops and records each alert, so reviews start instead of stalling. Finance teams report faster handoffs and fewer missed follow-ups.

Notable Features

Send alerts to finance and ops
Include file links in notifications
Log each alert for auditability