Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Align team CSV columns and flag files blocking the handoff.
Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
Align submitted answers in CSV columns and flag missing fields.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
Check incoming record batches and flag entries that need correction.
Get valid records into your document collection, plus an import count and a CSV showing which entries need correction.
Turn incoming workbooks into CSV files for data handoffs.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
Prepare report tables as CSV files for the next teammate.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Check incoming customer exports and flag entries needing review.
See new and changed customers in your list, plus a report of entries needing your review after a JSON export.