Keep finance exports organized and audit-ready for business owners

Business owners miss emailed CSVs, causing misnamed files at reconciliation. Save CSV files to a central folder with consistent filenames so finance can start bookkeeping without manual renaming.

Overview

Missed or misnamed CSVs create reconciliation headaches and audit exposure for business owners. This workflow captures emailed CSVs, standardizes filenames, and deposits them in a central folder so finance can begin bookkeeping without manual downloads or renaming. Users report fewer file errors and smoother month-end handoffs.

Notable Features

Save emailed CSVs to folder
Standardize filenames for clarity
Log uploads for audit trail