Daily/weekly sales, margin, and expense reporting

Purpose

1. Automate daily and weekly consolidation, calculation, and standardized reporting of sales revenue, gross margins, and expenses for automotive body parts wholesalers.

2. Eliminates manual spreadsheet work, automates multi-location data collection, automates normalization, and automates dispatch to finance or executive teams.

3. Ensures accurate, timely, and repeatable financial visibility, automates expense categorization, and automates trend monitoring for rapid business decisions.

4. Automates uploading and reconciliating receipts and vendor bills for expense automation and margin tracking.

Trigger Conditions

1. Schedule trigger: Automates daily/weekly at set times (e.g., 6:00AM, Monday).

2. Manual trigger: Finance team automates on-demand refresh when needed.

3. Data update trigger: New entry in ERP/accounting database or uploaded CSV automates the workflow.

Platform Variants

1. QuickBooks Online

- Feature/Setting: Reports API – Automate profit and loss, sales by product/service report runs.
- Sample: Endpoint `/v3/company//reports/ProfitAndLoss?start_date=YYYY-MM-DD`.

2. Xero

- Feature/Setting: Accounting API – Automates GET on `/Reports` for Income Statement and Expense by tracking category.
- Sample: Schedule automated calls for summary-by-day or week.

3. Sage Intacct

- Feature/Setting: Reports API – Automate GL report runs and automated exporting to Excel or CSV.
- Sample: Automate schedule on Financial Report Writer endpoint.

4. SAP Business One

- Feature/Setting: Service Layer API – Automates financial statement extraction and automates sales journal fetch.
- Sample: API path `"/SalesReports"` with date parameters automated.

5. Microsoft Dynamics 365 Business Central

- Feature/Setting: Financial Reporting API – Automates filter for sales and expense account numbers, returns normalized reports.
- Sample: `/financialReports/run` with automator schedule enabled.

6. Netsuite

- Feature/Setting: SuiteAnalytics API – Automates scheduled queries on sales and expense transactions.
- Sample: Automator script schedules search using SuiteQL/RESTlet.

7. Zoho Books

- Feature/Setting: Reports API – Automates Sales & Expense Report endpoints, filtered by date and product SKU.
- Sample: `/reports/sales?date=...`.

8. FreshBooks

- Feature/Setting: Reports API – Automates "Profit & Loss" and "Expense Report" pulls on a daily or weekly automation.
- Sample: Automator setup for scheduled fetches.

9. Oracle NetSuite

- Feature/Setting: Saved Search API – Automates delivery of pre-configured saved searches as email or CSV.
- Sample: Automation configured with search ID and delivery schedule.

10. Salesforce

- Feature/Setting: Reports API – Automates custom SOQL report exports for "Sales by Product" and "Opportunity Expenses."
- Sample: Scheduled automation of `/services/data/vXX.X/analytics/reports`.

11. Google Sheets

- Feature/Setting: Google Sheets API – Automates pulling merged daily sales and expenses from ERP export files.
- Sample: Automator triggers on file upload or at intervals.

12. Airtable

- Feature/Setting: Scripting/Automations – Automates syncing sales/expense data from integrations.
- Sample: Automated script to aggregate and dispatch summary reports.

13. Smartsheet

- Feature/Setting: REST API – Automates updating sales/expense log sheets and triggers reporting workflows.
- Sample: Automation call for sheet summary, then auto-email PDF.

14. Klipfolio

- Feature/Setting: Dashboard Automation – Automates extracting, transforming, and visualizing sales/margin/expense KPIs.
- Sample: Automated data connector for daily/weekly refresh.

15. Power BI

- Feature/Setting: Power BI REST API – Automates dataset refresh and triggers report delivery by schedule.
- Sample: POST `/refreshes` endpoint with scheduled automation.

16. Tableau Online

- Feature/Setting: Tableau REST API – Automates report/extract refresh for scheduled sales and expense dashboards.
- Sample: Automator set for extract refresh daily/weekly.

17. SAP Concur

- Feature/Setting: Expense Report API – Automates pulling expense claims data for reconciliation/margin calculation.
- Sample: Automated GET `/expense/reports` based on last update.

18. Bill.com

- Feature/Setting: API – Automates fetching bills/expenses and categorizing them for reporting pipelines.
- Sample: Automation with GET `/bills`.

19. Shopify

- Feature/Setting: Reports API – Automates sales by SKU reports/daily or weekly gross profit analysis.
- Sample: Scheduled automation for `/admin/api/2023-10/reports.json`.

20. HubSpot

- Feature/Setting: Reporting API – Automates export of sales activity and tracked expenses, merges with ERP entries.
- Sample: GET `/crm/v3/objects/line_items` on schedule.

Benefits

1. Automates error-free financial insight with configurable schedules and triggers.

2. Ensures every sales, margin and expense entry is automatedly captured across all sales channels.

3. Automates secure delivery to leadership, improving forecasting and budget accuracy.

4. Supports multi-software aggregation, making the reporting flow highly automatable and scalable.

5. Reduces human resource costs by automating reconciliation and cross-checking processes.