Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Validate submitted fields and flag exact corrections before entry.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
Save emailed records in the archive with their original names.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Convert each revised roster workbook into a checked CSV.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Convert uploaded spreadsheets into CSV files for the next handoff.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
Convert incoming report PDFs and note cells that need checking.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.