Send payment alert emails for incoming bank transactions

Your incoming bank payments arrive without project context, causing invoice matching to stall and billing to fall behind. Get clear payment alerts so invoices are reconciled same day.

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Overview

Unstructured bank receipts slow down invoice reconciliation and leave projects waiting on cleared payments. This workflow turns each qualifying incoming transaction into a concise alert for project managers and billing staff, enabling same-day matching and keeping project billing on schedule. Set it up once and remove manual banking checks from your daily routine.