Update journal entries from exported transaction rows

Your exported transaction CSVs in email leave journal entries without project assignment, delaying month-end close. Get those entries tagged, dated, and ready for review the same day.

Overview

Reduce month-end friction by removing manual tagging and entry work from your accounting associates. This flow pulls exported transaction CSVs from email, assigns projects and amortization dates, updates journal entries, and notifies reviewers so records are review-ready the same day.