It’s quarter-end. Your finance team is reconciling reports, approving invoices, and prepping for audits—and emails are piling up fast.
Some of those emails contain client instructions. Others hold receipts or financial reports. They all need to be saved, labeled, and retrievable later.
But let’s be honest—manual email retention is a productivity killer.
Why Email Retention Breaks Down
- It takes too much time
- Dragging and dropping emails into the right SharePoint folder—with the correct metadata—adds minutes to every message. When the pressure’s on, that step gets skipped.
- Outlook and SharePoint don’t work seamlessly
- Your files live in SharePoint. Your team works in Outlook. But moving between them causes friction, errors, and duplication.
- Classification is inconsistent
- Without automatic metadata, emails are saved in the wrong place—or not saved at all. That’s a nightmare during audits.
- Compliance becomes a gamble
- If regulators ask for a specific email trail and you can’t find it, your organization is at risk.
What If Email Retention Just Worked?
Imagine a world where your team can:
- Save emails with one click—right from Outlook
- Apply retention labels and metadata automatically
- Search SharePoint, Teams, and OneDrive—without leaving their inbox
- Stay compliant without adding work to their day
That’s what harmon.ie delivers.
Unlike generic email tools or SharePoint plugins, harmon.ie is built with compliance-heavy teams in mind.
Without harmon.ie:
- Teams manually switch between Outlook and SharePoint
- Emails are filed inconsistently or not at all
- Audit prep takes hours
- Sensitive files are duplicated and spread across inboxes
With harmon.ie:
- Teams file and share emails from Outlook
- Metadata and retention labels are applied automatically
- Filing is consistent, accurate, and secure
- SharePoint, Teams, and OneDrive are accessible from one sidebar
Real-World Results
“harmon.ie enables our team to collaborate more efficiently on the documents, and with a high degree of confidence they have all relevant correspondence at their fingertips.”
— Frederic Guinet, IT Director, Federal Banking Federation
Read the Federal Banking Federation case study.
Finance teams using harmon.ie report saving hours per week on manual filing, improving Microsoft 365 adoption, and staying audit-ready year-round.
The Bottom Line
Finance professionals already have enough on their plates. Email retention shouldn’t be the hardest part of the job.
harmon.ie makes it simple, secure, and seamless to manage retention policies—right from Outlook.
Want to See It in Action?
Ready to take the manual work out of compliance?
Book a demo or start your free trial of harmon.ie today. We’ll show you how to simplify retention, so your team can focus on finance—not filing.
