Keep law firm cash flow sheets updated from email CSVs

Law firm finance managers miss cash updates when emailed CSVs go unread, leaving partner reports stale. CSV attachments update the central cash flow sheet so finance acts with current figures.

Overview

Law firms risk stale cash positions when CSVs sit unread, creating inaccurate partner reports and billing decisions. This workflow turns emailed CSVs into live sheet updates, eliminating manual imports and ensuring finance leaders act on current figures. With automated validation and failure alerts, compliance and reporting stay reliable.

Notable Features

Update central spreadsheet from attachments
Filter and validate finance CSVs
Notify finance on import failures