Save custodian report attachments to shared finance drive

Your custodian report attachments arrive in your inbox unfiled, stalling reconciliations and client updates. They are saved to a shared finance folder so operations can reconcile same day.

Overview

When custodian reports sit in inboxes, reconciliations stall and client updates are delayed. This flow captures qualifying attachments and deposits them into your shared finance folder so client operations can reconcile same day and meet reporting windows.