Read invoices, pull contract terms, log expenses. Every one is ready to run, and you can adjust it in plain language.
Enter new contract terms from team chat into the tracker.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
Add readable photo text to requests before the approval handoff.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
Convert handoff workbooks to CSV and report data row counts.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
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.