Prevent lost settlement attachments for finance and audit

Finance teams lose settlement attachments in email, creating audit gaps. It archives settlement attachments to a shared finance folder, ensuring reconciliation and audits have full records.

Overview

Missing settlement attachments create audit risk and complicate reconciliation. This workflow moves every settlement email attachment into a centralized finance folder and logs a searchable record, eliminating manual downloads and unreliable filing. Finance teams report faster handoffs and fewer missing documents.

Notable Features

Archive settlement attachments to folder
Apply transaction tags for auditing
Notify finance when files saved