Work completed

• Scanned S: marketing and related accounting/business/email-file roots for invoice and receipt candidates dated 2025 or later.
• Reconciled candidates against Litify production org alias LITIFY_TEMP using Marketing_Expense__c as the primary itemized object and Monthly_Marketing_Spend__c as aggregate support only.
• Created a workbook with Needs Add, Possible Review, Already In Litify, Full Reconciliation, Vendor Profile Check, Litify Expenses, and Source Files sheets.

Key counts

• Source candidates: 2,316.
• Already in Litify strong matches: 8.
• Possible Litify matches needing review: 670.
• Only monthly spend found: 30.
• Needs add to Litify: 1,608.
• Existing vendor record rows: 1,055.
• Likely new vendor record and party/account rows: 1,261.

Artifacts

• Workbook: C:UsersSAguiarDocumentsCodexsalesforce-litifymarketing-invoice-reconciliation_2026-05-27_1118marketing_invoice_litify_reconciliation.xlsx
• Run summary: C:UsersSAguiarDocumentsCodexsalesforce-litifymarketing-invoice-reconciliation_2026-05-27_1118run_summary.json

Safety notes

• No S: files were changed.
• No Litify records were changed.
• PDF parsing used extractable first-page text where available, so scanned PDFs may require OCR before import.

Recommended next approvals