Update monthly finance sheets and email case owners

Your bank transactions lack case references, stalling reconciliation and leaving monthly totals out of date. It updates master and monthly sheets and emails case owners so balances reconcile same day.

Overview

Manual reconciliation slows month-end close and forces your team into ad-hoc spreadsheets. This flow captures each incoming bank transaction, extracts case references, updates master and monthly totals, and routes concise emails so balances reconcile the same day.