Month-end snapshots & reconciliation emails

Accountants ask one question every month: "what did inventory look like at close?" BulkFlow's reconciliation snapshots answer it without spreadsheet archaeology.

Snapshot this month

On the Reconciliation page (sidebar → Inventory → Reconciliation), the Frozen snapshots panel lets you freeze the current reconciliation state:

1. Click Snapshot this month
2. BulkFlow captures the full drift report — every item, pool count, Shopify count, and drift figure — as an immutable record
3. The snapshot appears in the panel list with its capture date

Frozen means frozen: the numbers in a snapshot never change, even as live inventory moves on.

Download or email a snapshot

Each snapshot row has two actions:

• Download CSV — the full report as a spreadsheet-ready file
• Email — sends the snapshot (CSV attached) to any address, with an optional note. Perfect for a monthly "here's the close" email to your accountant. The last-used address is remembered.

Monthly auto-snapshot

Don't want to remember? Enable Monthly auto-freeze in the same panel:

• On the 1st of each month, BulkFlow automatically freezes the prior month's reconciliation state
• Optionally set an email address — the snapshot is emailed automatically with the CSV attached
• Snapshots accumulate in the panel so you build a month-over-month history

Who can use this

Snapshot creation, emailing, and auto-freeze are Pro tier and above, admin role required. Viewing existing snapshots works for all roles.