Client details that keep themselves up to date
Clients tell you things in passing: a new address, a new VAT number. An agent now reads their emails and post, spots what changed, and proposes the update — with nothing saved until someone approves it.
1 post on client records in AccountingFlow.
Clients tell you things in passing: a new address, a new VAT number. An agent now reads their emails and post, spots what changed, and proposes the update — with nothing saved until someone approves it.
Two minutes, and it uses your own numbers.
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