Send monthly payment reconciliation reminder to internal team

Your monthly reconciliation notices sometimes miss the team, delaying matching of prior-month transfers. Get a scheduled chat notice so billing staff and operations can reconcile results same day.

Overview

Missed monthly transfer updates create reconciliation bottlenecks and manual backlog for billing and operations. Posting the prior-month reconciliation status every 25th at 10:00 puts results in front of the right people, enabling same-day matching and faster close preparation.