Keep accounting contracts organized and audit-ready for billing

Accounting managing directors and contract managers lose signed SOW/ICA PDFs in scattered inboxes, creating compliance gaps and billing delays. Send signed PDFs to central storage so billing proceeds.

Keep accounting contracts organized and audit-ready for billing

Overview

Signed agreements scattered across inboxes create billing hold-ups and compliance risk for accounting firms. This workflow captures completed SOW/ICA PDFs and stores them in a centralized, tagged archive, eliminating lost contracts and smoothing billing and audit reviews. Operations and finance get faster handoffs and zero missed contract references.

Notable Features

  • Upload signed SOW/ICA PDFs automatically
  • Apply contract tags for billing
  • Notify operations and contract managers

Keep accounting contracts organized and audit-ready for billing