Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Show transaction totals and balance differences for review.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
Show which near-due bills lack receipts for review.
Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.
Surface receipt gaps before supplier bills move forward.
Your bill reviewer sees the quantity gap or missing receipt ID on the task, so they can decide what to do with the supplier bill.
Flag statement discrepancies for review against the source page.
Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.
Save the checked close CSV and its exception note for review.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.