Analytics & ReportingPurpose
1.2. Facilitate direct sharing of summaries with management teams, accountants, and stakeholders ensuring timely insights for compliance, decision-making, and forecasting.
1.3. Streamline reconciliation between accounts receivable, industry-specific transactions, and external partner networks.
Trigger Conditions
2.2. Receipt of a specific flag/notification from accounting ERP or sales database indicating period closure.
2.3. Manual initiation via secure dashboard control if needed for ad-hoc reporting.
Platform Variants
3.1. QuickBooks Online
• Feature/Setting: Reports API — Schedule ‘Profit and Loss’ and ‘Sales by Product/Service Summary’ for export on monthly trigger.
3.2. Xero
• Feature/Setting: Reports endpoint — Use ‘GET Reports/ProfitAndLoss’, filter to month, export as PDF/Excel.
3.3. Microsoft Power BI
• Feature/Setting: Report Scheduling — Automate refresh and export to email using the Power BI REST API.
3.4. Google Sheets
• Feature/Setting: Apps Script — Timed script to run queries, consolidate sales/expenses, and email Google Drive links.
3.5. SAP Business One
• Feature/Setting: DI API — Schedule ‘Financial Reports’ and push to file server (FTP/Secure Email).
3.6. Zoho Books
• Feature/Setting: Zoho Books API — Generate and send ‘Balance Sheet’ and ‘Invoice Aging’ via API on monthly cron.
3.7. FreshBooks
• Feature/Setting: Accounting Reports API — Scheduled delivery of reports to selected recipients.
3.8. Oracle NetSuite
• Feature/Setting: SuiteAnalytics Workbook — Schedule workbooks for period-end, custom calculations, and auto-email.
3.9. Salesforce
• Feature/Setting: Einstein Analytics — Monthly summary report trigger; distribute with dashboard snapshot via email.
3.10. Stripe
• Feature/Setting: Balance Report API — Export monthly transaction summary as CSV for downstream processing.
3.11. Square
• Feature/Setting: Sales Summary API — Pull and collate monthly data for all POS terminals.
3.12. HubSpot
• Feature/Setting: Workflow Automation — Trigger dashboard export of closed deals and sales metrics at month’s end.
3.13. MYOB
• Feature/Setting: ‘Business Reports’ endpoint — Automate download and cloud storage of monthly financial data.
3.14. Wave Accounting
• Feature/Setting: Reports Export API — Set up recurring data export for key financial summaries.
3.15. Sage Business Cloud
• Feature/Setting: Financial Reporting Service — Run monthly ‘Income Statement’ and email/FTP the PDF report.
3.16. Airtable
• Feature/Setting: Script Automation — Aggregate financials, email CSV on preset day.
3.17. Smartsheet
• Feature/Setting: Scheduled Reports — Collating revenue by location, sending links to authorized users.
3.18. Intercom
• Feature/Setting: Custom Reports Export — Monthly trigger for support-related financial metrics report.
3.19. Slack
• Feature/Setting: Scheduled Workflow — Push summary/notification with links to downloadable reports.
3.20. Trello
• Feature/Setting: Butler Automation — Attach or link monthly summary from accounting platform to ‘Reporting’ board.
3.21. Dropbox
• Feature/Setting: File API — Auto-upload PDFs or CSVs to designated folder post-report generation.
3.22. OneDrive
• Feature/Setting: Scheduled File Sync — Save and share monthly financial files with specified groups.
3.23. Gmail
• Feature/Setting: Scheduled email with attachments — Send summary files to defined recipients.
3.24. Outlook
• Feature/Setting: Recurring email automation — Disseminate PDFs or Excel files to finance and management teams.
Benefits
4.2. Centralizes analytics and reporting, increasing transparency and business agility.
4.3. Enables consistent audit readiness and rapid month-end close.
4.4. Supports custom report formats for diverse recipient needs in the entertainment/arcade wholesale domain.
4.5. Enhances operational clarity for both internal teams and external partners.