Prevent missed supplier invoices in finance inboxes and streamline bookkeeping handoffs
Prevent missed supplier invoices in finance inboxes and streamline bookkeeping handoffs
Finance teams miss invoice emails in shared inboxes, causing reconciliation gaps and audit risk. Forward invoice messages and attachments to accounting intake so bookkeeping starts reconciliation.
Overview
Finance teams risk reconciliation gaps and audit exposure when supplier invoices sit in inboxes. This workflow routes invoice emails and attachments straight to accounting intake, eliminating manual forwarding and ensuring every bill is captured. The result is faster handoffs between AP and bookkeeping and stronger audit trails.
Notable Features
- Forward invoice attachments to intake
- Label and archive original emails
- Filter duplicates before delivery