Keep operations and finance aligned on payment records

Operations coordinators miss payment notices in shared inboxes, causing reconciliation gaps. Send payment emails to client sheets so finance reconciles bookings and operations keep records accurate.

Overview

Missed payment emails create reconciliation gaps that slow operations and frustrate finance. Route every payment notice into client tracking sheets to eliminate manual entry and ensure reconciliation-ready booking records; operations report fewer missed records and smoother handoffs.

Notable Features

Capture payment emails into sheets
Add client-specific tracking rows
Notify operations and finance contacts