Update billing records and user profiles from submissions

Your document submissions aren't linked to billing records, forcing manual KYC and address lookups. It updates billing and profiles so you can invoice same day.

Update billing records and user profiles from submissions

Overview

When personal documents arrive outside of billing records, finance and operations spend time chasing KYC and address details. This flow aligns billing and internal profiles immediately, reducing manual lookups and enabling same-day invoicing and lease activation.

Update billing records and user profiles from submissions