Keep finance ledgers complete with emailed receipt capture

Finance teams lose emailed credit-card receipts, creating audit gaps at month-end. It extracts, classifies, and archives receipts to the ledger and cloud folder so finance can reconcile charges faster.

Overview

Missing emailed receipts create audit risk and slow month-end close. This workflow extracts receipt details, files PDFs to a central folder, and posts ledger entries so finance sees a complete audit trail and cleaner reconciliations. Teams report fewer missing receipts and clearer records at close.

Notable Features

Extract line items and totals
Upload PDFs to cloud folder
Create ledger rows for reconciliation