Automated expense and revenue reporting

Purpose

1.1. Automate expense and revenue data collection across payment processors, POS, and accounting platforms for leather repair services.
1.2. Automates aggregation, categorization, and calculation of all financial transactions in real time for accurate analytics and regulatory compliance.
1.3. Automating the delivery of scheduled and on-demand financial summary reports for management, forecasting, and tax readiness.

Trigger Conditions

2.1. New transaction entry in POS, invoice issuance, or receipt upload.
2.2. Scheduled times (EOD, weekly, monthly) for automated reporting triggers.
2.3. Manual request from web dashboard or mobile app for up-to-date reporting.
2.4. File upload or email receipt with relevant data.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Webhooks > New Expense/Invoice event; automate pulling expense/revenue data using Reports API (GET /reports/ProfitAndLoss).

3.2. Xero
• Feature/Setting: GET /Reports/ProfitAndLoss API for automated extraction; triggers on new expense/bill.

3.3. FreshBooks
• Feature/Setting: Expenses endpoint (GET /expenses), automate with scheduled pulls and event-based triggers.

3.4. Wave Accounting
• Feature/Setting: Webhooks for Transactions, automate with GET /transactions endpoint.

3.5. Zoho Books
• Feature/Setting: Automated report scheduling (Profit & Loss/Expense), API: GET /reports/expenses.

3.6. Sage Business Cloud
• Feature/Setting: Notify on new transaction; GET /financials/reports API for scheduled automation.

3.7. Square POS
• Feature/Setting: Transaction and Payment Webhooks; automate with GET /v2/payments.

3.8. Shopify
• Feature/Setting: Orders and Transactions Webhooks, automate exporting financial history via GraphQL Admin API.

3.9. PayPal
• Feature/Setting: Instant Payment Notification (IPN), automate with GET /v1/reporting/transactions.

3.10. Stripe
• Feature/Setting: Payments/Sources Webhook, automate reporting via GET /v1/balance/history.

3.11. Google Sheets
• Feature/Setting: Automate importing CSV/API data, triggering new row for calculation.

3.12. Microsoft Excel Online
• Feature/Setting: Automate worksheet update with Power Automate (Excel Online connector), triggering on file change.

3.13. Airtable
• Feature/Setting: Automated “new record” trigger for expenses/revenue, automate with scripting/API integration.

3.14. Dropbox
• Feature/Setting: Automate data file upload trigger for report generation.

3.15. OneDrive
• Feature/Setting: File change/new file automation for initiating data extraction.

3.16. MongoDB
• Feature/Setting: Automate record insertion triggers for reporting pipeline.

3.17. MySQL
• Feature/Setting: Automate new data insert event for query/report processing.

3.18. Salesforce
• Feature/Setting: Reports API (GET /services/data/vXX.X/analytics/reports), automate report scheduling.

3.19. Slack
• Feature/Setting: Automated report delivery via bot message (chat.postMessage API) to finance channels.

3.20. Gmail
• Feature/Setting: Automate trigger on inbound financial email for parsing and integration.

3.21. Outlook
• Feature/Setting: Automate with email rule to flag financial emails, script extraction.

3.22. Twilio SMS
• Feature/Setting: Automate SMS alerts for report readiness (Programmable SMS API).

3.23. Notion
• Feature/Setting: Automate new database entry as expense/revenue log.

3.24. Pabbly
• Feature/Setting: Create automations to watch expenses/transactions in connected apps.

3.25. Trello
• Feature/Setting: Automate card creation for flagged spending or income anomalies.

Benefits

4.1. Automates regular and ad-hoc expense/revenue reporting and analytics at scale.
4.2. Reduces manual data handling errors and delays, automating data accuracy.
4.3. Automatedly delivers real-time insights for decision-making and cash flow management.
4.4. Supports auditability and transparency via automated historization of reports.
4.5. Automates multi-platform data consolidation for easy compliance and financial forecasting.