Keep owner draw ACHs logged for CEO cash reporting

CEOs miss owner-draw entries when ACH emails get buried, risking reconciliation gaps. It logs owner-draw ACHs into the inflow tracker, so finance and the CEO have consistent records for reconciliation.

Overview

Buried ACH confirmations create reconciliation risk and uncertainty for the CEO and finance. This workflow ensures every owner draw lands in your inflow tracker with email proof attached, eliminating missed bookkeeping entries and delivering consistent records for reconciliation.

Notable Features

Log ACH emails as tracker rows
Notify finance and the CEO
Attach email confirmation to entry