Keep bookkeeping on schedule when clients complete requests

Bookkeepers miss client statements when document requests arrive unread, stalling reconciliation. Internal alerts notify the bookkeeping owner so statements are downloaded and reconciliation continues.

Overview

Missed statement downloads stall reconciliation and put your books at risk. This workflow turns completed document-request emails into internal alerts, assigned tasks, and spreadsheet logs so your bookkeeping owner retrieves statements and keeps reconciliation on track.

Notable Features

Notify bookkeeping owner immediately
Create follow-up task for download
Log request details to spreadsheet