Update client company list from accounting changes to sheet

Your accounting company records can lag for new engagements, delaying onboarding and invoices. Keep your import-ready company sheet current so billing staff and coordinators can act same day.

Overview

When company records fall out of sync, onboarding and billing teams waste time hunting for current client data and invoices can be delayed. This flow keeps your import-ready company list up to date so billing staff and program coordinators can process invoices and onboard clients same day.