Send monthly financial statement emails and SMS to clients

Your final review tasks sometimes finish without sending monthly statements, causing billing delays and missed client touchpoints. It sends statements to clients and notifies your billing team so outreach completes same day.

Overview

When a final‑review task is completed, this workflow delivers month‑end statements to clients and alerts billing immediately. That eliminates manual emailing and missed outreach, ensuring statements reach clients and your team is informed same day.