Financial dashboard auto-updates

Purpose

 1.1. Provide real-time, accurate financial insights for animal hospital billing and revenue.
 1.2. Consolidate billing, payments, expenses, and outstanding balances into a single dashboard.
 1.3. Automate data extraction, transformation, and dashboard update processes.
 1.4. Enable quick decision-making with up-to-date metrics for managers and stakeholders.
 1.5. Reduce manual errors and delays from spreadsheet updates or manual reconciliations.
 1.6. Integrate data from practice management, payments, accounting, and POS systems.
 1.7. Enhance compliance by maintaining an audit trail of financial changes and transactions.
 1.8. Improve transparency for veterinary partners about accounts receivable and cash flow.

Trigger Conditions

 2.1. New invoice generated from practice management system.
 2.2. Payment received via payment gateway or POS.
 2.3. Expense entry added or modified in accounting software.
 2.4. Daily or hourly scheduled intervals for routine synchronization.
 2.5. Manual on-demand trigger for urgent reconciliations.
 2.6. Update from third-party data sources (labs, pharmacy inventory, insurance claims).
 2.7. Receipt of end-of-day reports from shift supervisors.
 2.8. API webhook notifications for transaction updates.

Platform Variants

 3.1. QuickBooks Online
  • Feature/Setting: Use Reports API and Webhook events to fetch invoices, payments, and expense reports; configure OAuth 2.0 and 'Run Report' endpoint.
 3.2. Xero
  • Feature/Setting: Use Accounting API, fetch endpoint for 'Invoices', 'Payments', and 'Reports'; set push data scheduling.
 3.3. FreshBooks
  • Feature/Setting: Use 'Accounting API' with 'Get Invoices' and 'Get Payments'; set up webhook for real-time updates.
 3.4. Zoho Books
  • Feature/Setting: Use 'APIs > Get Invoices' and 'Get Payments'; enable 'Payment Received' webhook notification.
 3.5. Stripe
  • Feature/Setting: Use 'Balance Transactions Endpoint' and 'Invoice Created' webhooks for payment tracking.
 3.6. Square
  • Feature/Setting: Use 'Payments API' (ListPayments), 'Invoices API' (ListInvoices); configure event notifications.
 3.7. PayPal
  • Feature/Setting: Use 'Invoicing API' and 'Transaction Search'; enable IPN notifications.
 3.8. OpenVPMS (Veterinary Practice Management Software)
  • Feature/Setting: Use reporting API, endpoint for financial summaries; set batch export schedule if bespoke API required.
 3.9. ezyVet
  • Feature/Setting: Use 'Financial API' for invoice, payment, and adjustment extraction; schedule with webhook triggers.
 3.10. Avimark
  • Feature/Setting: Use custom data export endpoint or integration API with CSV/JSON scheduled export.
 3.11. Google Sheets
  • Feature/Setting: Use 'Sheets API' for real-time write or append to dashboard cells; configure via API keys or Service Accounts.
 3.12. Microsoft Power BI
  • Feature/Setting: Set up 'Push Datasets API' for streaming new financial records; use REST API for dataset refresh.
 3.13. Tableau
  • Feature/Setting: Use 'REST API' to refresh extracts; configure personal access tokens and schedule incremental data updates.
 3.14. Grafana
  • Feature/Setting: Use HTTP datasource plugin to ingest financial data; configure scheduled JSON push from source systems.
 3.15. Sage Intacct
  • Feature/Setting: Use 'Financial Reports API,' set up API credentials, and configure triggers for new journal entries.
 3.16. NetSuite
  • Feature/Setting: Use 'SuiteTalk Web Services' and 'RESTlet' integration; schedule extract and transform processes.
 3.17. Medici (Veterinary Payments)
  • Feature/Setting: Use API to fetch transaction logs; schedule polling for completed payments.
 3.18. Bank Feeds (Plaid, Yodlee)
  • Feature/Setting: Use 'Transactions/Get' endpoint for live bank feed; configure daily or hourly sync.
 3.19. Shopify POS (if used for on-premise sales)
  • Feature/Setting: Use 'Orders' and 'Transactions' APIs; configure new order triggers and payment updates.
 3.20. HubSpot
  • Feature/Setting: Use 'Deals API' for revenue tracking linked to customer records; enable webhook for closed deals.

Benefits

 4.1. Ensures up-to-date and centralized financial data with zero manual updating.
 4.2. Accelerates reporting cycles and management review processes.
 4.3. Reduces labor costs and operational risks tied to manual entry.
 4.4. Minimizes data discrepancies between billing, payment, and accounting systems.
 4.5. Enhances client trust and compliance through continuous audit trails and transparency.
 4.6. Supports multi-departmental access (finance, management, partners) in real-time.
 4.7. Easily scalable for additional practices, locations, or revenue streams.