Financial dashboard updates in real-time

Purpose

1.1. Deliver up-to-the-minute financial visibility by syncing sales, inventory, expenses, payments, and accounts receivable data across wholesale appliance parts operations.
1.2. Enable rapid, automated identification of margins, cash flow, outliers, and actionable patterns for finance and management teams.
1.3. Eliminate spreadsheet-based manual compilation, ensuring accurate and real-time reporting for compliance, forecasting, and operational agility.

Trigger Conditions

2.1. New invoice or sales entry in ERP/accounting software.
2.2. Payment status update (cleared, pending, failed) from banking or payment platforms.
2.3. Inventory adjustment reflecting returns, losses, or part replenishment.
2.4. Daily or hourly schedule triggers for batch dashboard updates.
2.5. Manual refresh request by authorized finance users.

Platform Variants

3.1. QuickBooks Online
• API: Webhooks ("Invoice Created", "Payment Applied") — Configure for instant financial activity capture.

3.2. Xero
• API: GET /reports/ProfitAndLoss, /reports/BalanceSheet — Pull real-time summaries for dashboard modules.

3.3. NetSuite
• SuiteTalk API: Transaction/InventoryUpdate event listener — Configure triggers for transactional sync.

3.4. Sage Intacct
• API: GLENTRY.get_list — Fetch GL changes, post to dashboard incrementally.

3.5. Microsoft Dynamics 365 Business Central
• API: financialsSalesOrder, financialsCustomerPayment — Tap live endpoints for sales and payment flows.

3.6. Stripe
• API: PaymentIntent webhook ("succeeded") — Configure for real-time revenue receipts and allocations.

3.7. PayPal
• API: Webhook listener (PAYMENT.SALE.COMPLETED) — Collect payment events for immediate reporting.

3.8. Plaid
• API: Transactions sync — Pull new bank transactions into cash position calculations.

3.9. Expensify
• Webhook: Report Finalized — Feed approved expense reports to ledger/dashboards.

3.10. Shopify
• API: Order Paid webhook — Sync B2B eCommerce order completions to sales metrics panels.

3.11. Amazon Seller Central
• API: GET /finance/v0/financialEvents — Retrieve updated settlement and sales info for dashboards.

3.12. Google Sheets
• API: Spreadsheet batchUpdate — Automatically write financial data for custom visualizations.

3.13. Looker
• API: Query Run endpoint — Automate results refresh for management dashboards.

3.14. Power BI
• API: Datasets POST /refreshes — Trigger real-time dashboard refresh upon financial event triggers.

3.15. Tableau
• REST API: POST /sites/{site-id}/datasources/{id}/refresh — Sync data sources with every accounting change.

3.16. Zoho Books
• API: GET /invoices?status=paid — Retrieve invoices for revenue and receivables widget updates.

3.17. SalesForce
• API: Opportunity/Payment trigger — Integrate financial metrics into SalesForce dashboards.

3.18. Square
• API: Payment Created event webhook — Feed POS sales to dashboard instantly.

3.19. Monday.com
• Integration: Update item values (financial board) via REST API — Centralize financial status for leadership.

3.20. Oracle Fusion Cloud ERP
• API: /fscmRestApi/resources/latest/receivablesInvoices — Extract and visualize invoice/payment data.

Benefits

4.1. Automatic, accurate, and always up-to-date financial dashboards for true performance tracking.
4.2. Eliminates human error and manual lag in key accounting & reporting.
4.3. Enables instant management response to sales, payment, or inventory anomalies.
4.4. Unlocks data-driven insights for better forecasting, budgeting, and compliance.
4.5. Reduces finance team overhead, supporting scale as business volume grows.