Streamline invoice intake for operations and finance handoffs

Operations coordinators miss PDF invoices in busy billing inboxes, causing untracked payables. It forwards PDFs to accounting, archives by date, and logs each invoice so finance reconciles faster.

Overview

Operations coordinators lose track of PDF invoices in crowded inboxes, creating untracked payables and reconciliation gaps. This workflow guarantees each invoice is routed to accounting, stored in a dated archive, and logged in a spreadsheet—eliminating manual searches and enabling faster reconciliation.

Notable Features

Forward invoice PDFs to accounting
Archive invoices into dated folders
Log invoice details to spreadsheet