Read invoices, pull contract terms, log expenses. Every one is ready to run, and you can adjust it in plain language.
Email requested tab exports and flag missing or empty tabs.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
Turn each new intake file into a reviewable summary.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.