Send new PDF receipts from folder to accountant

New PDF receipts in your bookkeeping folder delay reconciliations and leave accountants missing context. Automatically forward each PDF to your bookkeeper so transactions are reconciled same day.

Overview

If PDF receipts sit in a shared folder, month-end reconciliation stalls and your accountants lack context; automate forwarding to the bookkeeper to remove manual handling. Finance staff and external bookkeepers get receipts within minutes, enabling same-day reconciliation ahead of billing runs.