Core operationsOperations

Expense Reconciliation

Match uploaded receipts to bank transactions and archive them with proper naming.

Part of Invoice processing

Tools

spreadsheets, files, documents

Outcomes

Clear inputs and outputs • Fewer manual handoffs

Documentation

Instruction-ready detail below

Match uploaded <in:documents>receipts</in:documents> to bank transactions and archive in named <files>folders</files>.

Instruction file

Match uploaded <in:documents>receipts</in:documents> to bank transactions and archive in named <files>folders</files>.

Setup requirements

Tools

spreadsheets, files, documents

Other automations in this workflow

Expense Reimbursement

Sort incoming expense reports by employee name and flag any over $500.

Vendor Invoice Sorting

Sort incoming vendor files into folders based on file type and name.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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