Automated finance and revenue reporting

Purpose

1.1. Automates the extraction, aggregation, and standardized reporting of finance and revenue data from multiple internal and external sources, enabling green energy suppliers to generate accurate revenue, payment reconciliation, outstanding invoice status, and regulatory financial statements without manual intervention.
1.2. Automates compliance-driven finance reporting, provides automated dashboards for stakeholders, and generates automated alerts for anomalies or threshold breaches related to billing and payments.
1.3. Automator pipeline includes collection of billing data, organization-wide revenue consolidation, renewables-specific subsidy or credit calculation, automated VAT/gross/net reconciliation, integrating data from CRMs, accounting tools, and payment processors.

Trigger Conditions

2.1. Automatedly trigger on new invoice or payment entry in ERP or billing system.
2.2. Scheduled automations (e.g., daily, weekly, or monthly revenue reporting cycles).
2.3. Trigger on update in payment status from bank or payment gateway APIs.
2.4. Automated threshold detection for overdue invoices.
2.5. Regulatory calendar event triggers for statutory financial filings.

Platform Variants

3.1. Xero
• Feature/Setting: "Reports API" — automate data extraction of profit & loss, balance sheet, and revenue reports on schedule.
3.2. QuickBooks Online
• Feature/Setting: "Reports endpoint" — automate pulling transaction, expense, and sales reports; API trigger via webhook.
3.3. Sage Business Cloud
• Feature/Setting: "Financial Data API" — automate ledger/account statement export and reconciliation.
3.4. SAP S/4HANA
• Feature/Setting: "Finance Reporting APIs" — configure automated generation and download of revenue reports by business segment.
3.5. Oracle NetSuite
• Feature/Setting: "SuiteAnalytics API" — automate custom query to generate finance summary dashboards.
3.6. Microsoft Dynamics 365 Finance
• Feature/Setting: "Data Entities — FinancialReporting" — configure scheduled automated export to storage or dashboard services.
3.7. Stripe
• Feature/Setting: "Balance Transactions API" — automates revenue inflow data extraction and automated payout reconciliation.
3.8. PayPal
• Feature/Setting: "Transaction Search API" — configure automatic fetching of finance records and matching against invoices.
3.9. Adyen
• Feature/Setting: "Dispute and Settlement API" — automate pulling settlement and payment details for revenue tracking.
3.10. Plaid
• Feature/Setting: "Transactions API" — automates bank account activity import and reconciliation automations.
3.11. Google Sheets
• Feature/Setting: "Sheets API" — automate pushing finance data and dynamically building live revenue dashboards.
3.12. Microsoft Excel Online
• Feature/Setting: "Excel REST API" — automate importing financials into reporting spreadsheets for collaborative analytics.
3.13. Power BI
• Feature/Setting: "REST API Push Data" — automate sending summarized finance datasets for executive dashboards.
3.14. Tableau
• Feature/Setting: "Tableau Hyper API" — automates upload of near real-time finance summaries for visualization.
3.15. HubSpot
• Feature/Setting: "Deals API" — automate pulling closed-won deal values for accurate revenue reporting.
3.16. Salesforce
• Feature/Setting: "Opportunity Reports API" — automate exports of finance-impacting opportunity values and status.
3.17. Zoho Books
• Feature/Setting: "Reports API" — configure automated retrieval of sales, payments, expenses, and revenue breakdowns.
3.18. FreshBooks
• Feature/Setting: "Accounting Reports API" — automate generation and export of profit & loss, revenue, and expense data.
3.19. Workday Financial Management
• Feature/Setting: "Financial Reporting API" — automate gathering revenue and finance KPIs for compliance and audit.
3.20. Bill.com
• Feature/Setting: "Bills API" — automate the import of payment and outstanding invoice data for real-time finance tracking.
3.21. Square
• Feature/Setting: "Payments Reporting API" — automates transaction and revenue download for reconciliation automation.
3.22. OpenBanking APIs (PSD2 interfaces)
• Feature/Setting: "Account Information Services" — automate pulling and matching bank transactions with supplier billing.

Benefits

4.1. Eliminates manual finance data collation by automating legacy-to-modern integration points.
4.2. Automator pipelines ensure visibility into real-time and historical revenue streams for renewable energy businesses.
4.3. Automated regulatory reporting reduces compliance risk and audit overhead.
4.4. Scheduled automations free staff from repetitive data preparation tasks.
4.5. Enables automating multi-platform, multi-currency, and multi-entity finance processes for sustainable scale.
4.6. Automated anomaly and exception detection for finance data enhances accuracy and reduces losses.
4.7. Allows finance teams to focus on analysis by automating low-value report preparation work.