Head of product: notify finance of funding updates
Head of product: notify finance of funding updates
Finance and settlements staff miss spreadsheet funding confirmations, causing reconciliation errors and settlement hold-ups. Automated alerts surface updates so reconciliation starts quickly.
Overview
Missed funding confirmations create reconciliation gaps and settlement hold-ups. This workflow delivers every confirmed funding update to finance and settlements, eliminating manual lookup so reconciliations begin quickly and audit trails stay intact.
Notable Features
- Send alerts on row updates
- Include full funding details
- Create searchable funding audit trail