Keep business owners' cash-flow spreadsheets up to date

Business owners changing project status miss invoice and booking info, creating cash-flow blindspots. It adds invoice and booking rows to your cash-flow spreadsheet so finance owners flag unpaid items.

Overview

Business owners face cash-flow blindspots when project status changes aren't captured in finance records. This workflow captures invoice and booking details into your cash-flow spreadsheet, eliminating manual entry and ensuring finance owners flag unpaid items. The result is fewer missed follow-ups and faster visibility into outstanding payments.

Notable Features

Record invoices when status changes
Populate booking stage and due dates
Alert finance owner of new entries