Keep finance notified of bank email transactions for billing

Finance misses bank notices buried in shared inboxes, causing reconciliation gaps. Forwarding emails to your billing processor ensures finance can reconcile and invoice without manual triage.

Overview

Missed bank notices create reconciliation gaps and billing delays that put cash flow at risk. This workflow routes every bank message to your billing processor and creates an auditable record, eliminating manual forwarding and enabling finance to begin reconciliation without triage.

Notable Features

Forward bank emails to billing
Notify finance of incoming transactions
Log messages for audit trail