Keep business owners' vendor invoices organized and posted

Business owners miss invoice attachments in shared inboxes, causing gaps for month-end bookkeeping. Automated capture files attachments into month folders and posts links to the ops channel so finance can start reconciliation.

Overview

Missing invoice attachments create risky gaps at month-end and force business owners into last-minute reconciliations. This workflow captures vendor invoices, files them into month folders, and notifies operations so finance has a consistent record and can begin reconciliation sooner; finance teams report fewer manual lookups.

Notable Features

Capture invoice attachments to month folders
Post invoice links to operations channel
Update finance ledger with file paths