Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Turn vCard files into consistent CSV rows and flag missing details.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.
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.