Real estate finance: convert spreadsheet repasses into tickets

Analista de Planejamento e Performance II misses spreadsheet repasses, creating reconciliation gaps and audit risk. New-row tickets make finance assign and resolve repasses faster.

Overview

When repasses sit in spreadsheets, reconciliation gaps and audit exposure follow — risky for real estate finance teams. This workflow turns each new row into a tracked ticket routed to finance ops, creating visible handoffs and preventing missed follow-ups so issues get assigned and resolved before they escalate.

Notable Features

Create tickets from spreadsheet rows
Route items to finance ops
Tag and prioritize payment discrepancies