When audit season hits, finance teams scramble to assemble documentation—email trails, invoice approvals, and client instructions. But disorganized inboxes and skipped metadata steps make it harder than it should be.
Email retention isn’t just a to-do item—it’s a compliance risk.
And in many organizations, it’s broken.
Why Email Retention Fails (Even in Microsoft 365 Environments)
Even with SharePoint and retention policies in place, finance professionals still struggle to retain emails properly.
Problem 1: It’s a manual burden
Saving emails into the right SharePoint folder and tagging metadata takes time. When deadlines loom, users skip those steps.
Problem 2: Outlook and SharePoint don’t flow together
Finance teams live in Outlook. SharePoint is the “official” system of record. Switching between them causes friction and results in lost or duplicated emails.
Problem 3: Metadata isn’t applied
Without enforcement, critical context is missing. Emails get filed inconsistently—or not at all. That’s a nightmare during audits.
Problem 4: Compliance becomes a guessing game
Retention policies often rely on users manually tagging or saving emails. That’s a risky bet when regulations are strict and audits are looming.
What If Email Retention Was Automatic?
With harmon.ie, it is.
Your finance team can:
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Save emails and attachments to SharePoint, Teams, or OneDrive—directly from Outlook
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Apply metadata and retention labels as part of the save process
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Access all Microsoft 365 locations from a single sidebar
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Eliminate the need to switch between apps or re-enter file properties
No SharePoint tabs. No forgotten steps. Just clean, compliant retention from the inbox.
Why Finance Teams and IT Both Choose harmon.ie
For Finance Leaders:
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Make filing fast and consistent
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Prepare for audits with confidence
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Keep sensitive info out of inboxes and in SharePoint
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Reduce human error in retention workflows
For IT & Compliance Admins:
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Centrally deploy harmon.ie across the organization
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Enforce metadata, content types, and retention policies
- Boost Microsoft 365 adoption with minimal disruption
What Our Customers Say
“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.”
— Frédéric Guinet, IT Director, Federal Banking Federation
Read the Federal Banking Federation case study →
The Bottom Line
Manual email retention leads to gaps, delays, and risk. Most tools force users to do too much—and that’s where the process breaks down.
harmon.ie solves the problem by embedding email filing and metadata tagging into the tool finance teams already use: Outlook.
