Keep finance budget records updated when spreadsheets change

Finance teams using ad spend spreadsheets risk stale allocations and misallocated budgets. Route spreadsheet changes into central budget records so managers reallocate based on current spend.

Overview

Spreadsheets drifting out of sync cause misallocated campaign dollars and audit headaches for finance teams. This workflow routes spreadsheet updates into your central budget records, keeping budgets aligned and preserving a clear audit trail so managers act on current spend.

Notable Features

Update central budget records on change
Validate account IDs before updating
Notify finance and campaign managers