Upload bookkeeping files to ledger and archive copies

Your receipts and invoices in the shared folder go unbooked and delay month-end close. It routes each file into accounting and moves processed copies to an archive same day.

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Overview

Manual bookkeeping uploads cost time and risk missed receipts at close; this flow captures each incoming receipt and posts it to your accounting workspace while archiving the original. Billing staff get source documents uploaded and organized within minutes, ready for same-day reconciliation.