Keep storage account balances accurate for finance teams

Finance teams reconcile authorised invoices manually, leaving storage balances out of sync. This updates CRM balances on authorised invoices so finance can start collections with accurate records.

Overview

Out-of-sync invoices and CRM records create collections risk and muddy financial reporting. This workflow updates storage account balances in your CRM as invoices are authorised, closing reconciliation gaps and letting finance prioritize collections with confidence.

Notable Features

Update CRM storage balances automatically
Match authorised invoices to accounts
Flag balance discrepancies for review