Rename bank statements and log duplicates into your records
Rename bank statements and log duplicates into your records
Your bank statement PDFs lack consistent filenames, slowing reconciliation. The flow renames and deduplicates files so records staff have audit-ready files before close.
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Overview
Unstandardized bank statements slow month-end close and create audit friction for reconciliation teams. This flow standardizes filenames, removes duplicates, and logs actions so records and reconciliation staff have audit-ready files before the next close.