Send EFT payment file to brokerage contact emails
Send EFT payment file to brokerage contact emails
Your EFT payment files remain unsent when transfer dates appear in your spreadsheet, delaying broker reconciliation. Get files emailed to broker contacts automatically same day.
Overview
Stop relying on manual email handoffs for EFT files—this flow sends the correct payment file to the brokerage as soon as a transfer date appears in your ledger. That removes repetitive emailing and keeps reconciliation moving the same day.