Weekly finance snapshot report

When previous and current finance data is uploaded, the workflow will compare finance data for any changes over the last week. Quickly identify which data is stale, closed or lost and send a report.

Workflow steps in Catalytic

Upload previous and current week finance data

1

Workflow finds changes to cost centers

2

Report with changed, new and stale data sent via email

3

Tagged:

finance ops

document assembly

data processing

Created by: Catalytic

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Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.