Keep project managers' budget sheet aligned with transactions

Project managers see stale rows in budget sheets, causing reconciliation errors and audit risk. This workflow removes transactions missing from the feed so records reconcile within minutes.

Overview

Stale entries in budget sheets create audit risk and drag project managers into manual reconciliation. This workflow keeps the budget sheet matched to the company transaction feed so reconciliations stay accurate, audit trails remain reliable, and finance teams report fewer manual corrections.

Notable Features

Identify transactions missing from feed
Remove unmatched rows from budget sheet
Send alerts when deletions occur