Post new statement alerts to accounting channels immediately
Post new statement alerts to accounting channels immediately
Your statement tracker rows can go unnoticed, stalling reconciliation and client follow-up for your bookkeeping workflow. Get immediate visibility so your team can reconcile and follow up same day.
Overview
Missing statement notifications slow down reconciliation and client follow-up; this flow posts alerts and flags rows so bookkeeping work stays current. Your owner and bookkeeping staff will see statements within minutes and can close reconciliations same day.