Save incoming PDF attachments into organized monthly folders

You receive PDF attachments in email that pile up unfiled and delay reconciliation. Files are saved into month folders so finance can find records quickly, same day.

Overview

Stop wasting time hunting for emailed PDFs during month-end close; incoming files are routed into predictable, month-based folders as soon as they arrive. Billing and accounting staff gain same-day access to invoices and statements, reducing reconciliation friction.