Send client financial reports when review record updates
Send client financial reports when review record updates
Your review records update without client delivery, leaving restaurant clients waiting for reports and delaying reconciliation. Deliver reports and notify coordinators same day.
Overview
As CFO/IT at a small AI-driven bookkeeping firm, timely delivery of reports is essential to maintain client trust and keep billing on schedule. This flow sends each finalized or preliminary report as soon as a review record updates, notifies coordinators, and clears send queues so reconciliations can be completed same day.