Send tailored invoice emails from uploaded bank files
Send tailored invoice emails from uploaded bank files
Your bank invoice PDFs sitting in a folder cause manual routing and reconciliation delays. They get emailed to the right finance contacts automatically, keeping payments and bookkeeping on track same day.
Overview
Manual routing of bank invoice PDFs slows collections and creates reconciliation backlog; this flow reads each uploaded PDF, matches it to your ledger row, and sends the correct invoice or credit note to the billing contact with accounting copies. That keeps payments and bookkeeping moving within the same day.