Run financial processes from Gmail.

Improve operational efficiency by simplifying financial workflows.

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Trusted by finance teams all over the world.

Built for finance teams in Google Workspace.

Stop adding complexity to your financial operations. Manage cash flow faster and drive financial growth right from Gmail.

Keep your team on the same page.

Connect shared inboxes or Google Groups (e.g. payroll@, accounts-receivable@) to Drag boards. Share them with your team, so everybody is on the same page. No more cc’ing or forwarding emails around.

Easily assign requests and view their status.

Ensure that every message has an owner with email assignments. Automatically assign incoming emails based on keywords, email sender, or email receiver. Organize requests in lists or kanban boards.

Manage more than just emails.

Manually add requests that do not arrive as emails. Add context to requests – emails, tasks, notes, files, team chat, all in one single place. No more navigating between Gmail, a to-do app and a team chat.

organizing gmail

Work together on complex requests.

Need help from a teammate? @mention them in the team chat, within the context of that specific request. Collaborate on email drafts or even reply on behalf of each other.

Automate repetitive tasks.

Automate repetitive tasks, like moving emails from a specific lead to specific boards, or auto-assigning emails with certain keywords (e.g. “invoice”) to specific team members.

Measure team performance.

View the performance of your team at a glance.Β Slice and dice with different reporting for real-time insights.

Mossy Oak Properties uses Drag to handle bills faster.

β€œDrag has streamlined the email system in our office and how we assign and manage work. It has simplified our operations and saved us a lot of time!”

Megan Gray

Office Manager @ Mossy Oak Properties

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πŸ“§ 1,800 emails

handled per month.

⏳ 150 hours

saved per month.

πŸ“₯ 5 inboxes

shared from Gmail.

Resources for finance teams.

Turn Gmail into your new Invoice Tracker Template

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(Research) How much time do you waste switching between tools?

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How to Manage Your Accounting Email Inbox Like a Boss

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(Ebook) Google Workspace: A Basic Guide

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πŸ“– Help center

How-to articles about Drag.

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