Keep finance dashboards updated with new invoice emails

Finance coordinators lose dunning windows when invoice emails never reach the ledger. This workflow adds issued invoices to your finance dashboard so dunning and reconciliation start promptly.

Overview

Missed invoice entries create dunning and reconciliation risk for finance teams. Capture every issued invoice from daily emails into a single dashboard so dunning actions and reconciliations start promptly and manual ledger lookups become rare.

Notable Features

Parse invoice attachments into rows
Add issued invoices to dashboard
Notify finance on new invoices