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Managing directors: never miss emailed receipts and invoices

Managing directors in accounting see receipts and invoices buried in inboxes, causing reconciliation delays and compliance risk. Forward labeled emails to the capture service, keeping books current.

Managing directors: never miss emailed receipts and invoices

Overview

Missed emailed receipts create reconciliation headaches and compliance risk for accounting leaders. This flow routes labeled invoices and receipts straight to your capture service and notifies finance, eliminating missed submissions and keeping books audit-ready.

Notable Features

  • Forward labeled finance emails
  • Include original attachments and metadata
  • Add processed label to messages

Managing directors: never miss emailed receipts and invoices