Compliance & ReportingPurpose
1.2. Aggregate data from accounting software, spreadsheets, and banking APIs; format as compliant statements (e.g., P&L, balance sheet).
1.3. Reduce manual workload, enforce consistent reporting timelines, and centralize audit-ready trails.
1.4. Maintain secure delivery via email, cloud folders, or secure portals, with traceable access logs.
1.5. Support segmentation for clients, board members, regulators, or executive recipients.
1.6. Include error/no-data alerts and fallback escalation to responsible staff.
Trigger Conditions
2.2. Completion of periodic reconciliation or data-entry workflow in accounting platforms.
2.3. Receipt of specific financial documents or updates from connected bank APIs.
2.4. Manual trigger via dashboard interface for ad hoc reporting needs.
2.5. Detection of data changes or approvals meeting pre-set thresholds.
Platform Variants
• API: GET /reports/{reportID}, POST /reports/publish — retrieves and pushes finalized financials.
3.2. QuickBooks Online
• API: GET /reports/{type}, POST /sendEmail — fetches reports and sends via preconfigured email.
3.3. FreshBooks
• API: GET /accounting/account/{account_id}/reports, Email integration — scheduled pulls and sends.
3.4. Sage Intacct
• API: readReports, emailReport — automate financial extraction and distribution.
3.5. Zoho Books
• API: GET /reports, POST /emails — collect reports and forward.
3.6. Wave
• API: GraphQL reports query, automated emailing scripts.
3.7. Microsoft Dynamics 365 Finance
• Feature: Recurring Jobs + Power Automate connectors for report generation and email/sharepoint delivery.
3.8. Oracle NetSuite
• API: SuiteTalk SOAP/REST getReports, SuiteScript Email.send — fetch and distribute.
3.9. SAP S/4HANA
• Feature: Scheduled Reports, OData API, output via PDF/email/integration service.
3.10. BlackLine
• API: Reports endpoint, Scheduled Email Reports.
3.11. Google Sheets
• API: Sheets batchRead, Apps Script to convert and email or upload PDFs.
3.12. Microsoft Excel/Office 365
• Feature: Power Automate Flow — refresh and attach workbook snapshots to scheduled Outlook emails.
3.13. Dropbox
• API: /files/upload, /sharing/create_shared_link — programmatic storage and link sharing of CSV, XLSX, PDF reports.
3.14. Google Drive
• API: files.create, permissions.create — upload reports, generate secure share links.
3.15. OneDrive for Business
• API: /drive/items/{item-id}/content — scheduled upload of reports into shared folders.
3.16. SendGrid
• API: /mail/send — direct email delivery of custom reports as PDF attachments.
3.17. Twilio SendGrid Marketing
• Feature: Automated drip emails, triggers based on new files in a cloud location.
3.18. Slack
• API: chat.postMessage, files.upload — send summary and attach reports to relevant channels.
3.19. Microsoft Teams
• Feature: Scheduled messages/bot, Graph API: /chats/{id}/messages.
3.20. AWS S3
• API: PutObject, EventBridge for notification — upload and event-driven secure link generation to stakeholders.
3.21. Box
• API: /files/upload, /events — monitor for new reports and trigger distribution.
3.22. DocuSign
• API: Envelopes:create — send out reports for sign-off if required in workflow.
3.23. Salesforce
• API: Analytics API for report extraction, EmailServices for distribution to contacts.
Benefits
4.2. Guarantees timely, audited compliance submissions and client communications.
4.3. Centralizes cross-platform reporting and distribution for reduced error risk.
4.4. Enables easy configuration for regulatory-custom reporting schedules.
4.5. Boosts security with role-based access and tamper-resistant delivery.
4.6. Accelerates closure cycles for accounting teams with error/failover handling.
4.7. Facilitates transparent delivery tracking and actionable analytics from log trails.