Keep finance teams on top of monthly payment checks

Accounting coordinators miss unpaid invoices when monthly checks slip, risking audit gaps. A scheduled task on the 20th assigns follow-ups for open deals so reconciliations start promptly.

Overview

Unreviewed invoices create audit exposure and cashflow uncertainty for finance teams. Turn the 20th into a reliable checkpoint that assigns follow-ups for every open deal so discrepancies are flagged and reconciliations begin promptly.

Notable Features

Create monthly check activities
Assign follow-ups to finance owners
Flag missing payments for review