Send client file upload alerts to your team channel

Your client file uploads land in a shared drive without a clear handoff, delaying bookkeeping and leaving receipts unprocessed. It alerts bookkeepers so uploads are copied and processed the same day.

Overview

When client files land in shared storage without a clear handoff, bookkeeping stalls and month-end work piles up. This flow delivers immediate, actionable alerts to your operations channel so bookkeepers see and act on uploads within minutes, keeping reconciliation on schedule.