Send secure statement link to client and archive

Your financial statement PDFs arrive unshared, delaying client delivery and bookkeeping. Store each PDF and send a secure view link to clients so documents are available within minutes.

Overview

Stop leaving statement PDFs unshared and slowing down sign-off; this flow archives each PDF and delivers a secure client view link within minutes. Billing staff get a single source of truth and clients receive timely access before the next billing run.