Send new client PDFs to bookkeeping inbox for processing
Send new client PDFs to bookkeeping inbox for processing
Your client PDFs in shared cloud folders sit unforwarded and delay billing and reconciliation. They are emailed to your processing inbox automatically, so statements reconcile same day.
Overview
When PDF support files pile up in Drive, billing slows and your accountant spends hours chasing attachments. This flow forwards new PDFs directly to the bookkeeping inbox so billing staff receive documents within minutes and reconciliation completes faster, often same day.