Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Your shared spreadsheet stays current with the latest JSON feed. Get a matching CSV and a report of what changed.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.