Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Prepare CSV exports from uploaded workbooks for report handoffs.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
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.