Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Email filtered report rows as CSVs with a row count.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Hand analysts a clean CSV and a report of skipped source lines.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
Save report tables as downloadable CSV files for handoff.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.