Keep finance recon files saved audit-ready for analysts

Finance analysts miss payment attachments buried in inboxes, causing audit gaps. It saves attachments to the finance shared folder, so analysts start reconciliation and preserve audit trails.

Overview

Missing payment attachments create audit gaps and slow reconciliation cycles. This workflow delivers every payment attachment into the finance shared folder and alerts analysts so reconciliation starts without manual downloads. The result: preserved audit trails, zero missed follow-ups, and faster reconciliation cycles.

Notable Features

Save payment attachments to folder
Tag files for audit traceability
Notify finance analysts on arrival