Route incoming payment CSVs to client folders and notify teams
Route incoming payment CSVs to client folders and notify teams
Your payment CSV exports arrive unrouted, forcing accounting and ops to find files manually and delaying imports. Files route to client folders with email alerts so reconciliation starts same day.
Overview
When payment export files arrive inconsistently, reconciliation and imports stall and staff waste time locating files. This flow routes each incoming CSV into the correct client folder and emails owners, so reconciliation can start the same day and manual handoffs stop.