Compilation and sending of regular account statements

Purpose

1. Automating the compilation and sending of regular account statements ensures customers receive timely, accurate records of invoices, payments, and balances for container transactions.

2. The automation reduces manual effort, improves financial clarity, supports dispute resolution, and enhances customer trust by providing scheduled, routine updates over email, SMS, or via client portals.

3. Purpose includes the transformation of raw transaction, payment, and rental data into a receivable, readable, and branded statement format, and automating its distribution to the intended recipients.

Trigger Conditions

1. Scheduled time (e.g., monthly, weekly, or quarterly) for recurring account statement generation and automated dispatch.

2. Manual trigger by staff via dashboard for ad-hoc automated statement delivery.

3. Automated trigger based on customer request via self-service portal or customer email inquiry.

4. Transactional triggers, such as end-of-rental period or balance threshold crossed, automatically initiate statement compilation.

Platform variants

1. Microsoft Power Automate

• Feature/Setting: Automate scheduled PDF creation and automated email delivery using “Scheduled Flow” and “Send an Email (V2)” actions; bind data source to Dynamics CRM or SQL database.
  

2. Zapier

• Feature/Setting: Automates workflow by connecting cloud spreadsheets/CRMs to Gmail/SMTP to email generated Google Docs or PDFs on a recurring timed schedule.
  

3. Make (formerly Integromat)

• Feature/Setting: Automates fetching transaction records from database, formatting with template, and sending via email/SMS; use “HTTP” and “Email” modules.
  

4. Google Apps Script

• Feature/Setting: Automate pulling Sheets data, formatting as PDF, and emailing using “MailApp.sendEmail” function on Triggered Timer.
  

5. Salesforce (Apex + Flow)

• Feature/Setting: Automates report generation with “Scheduled Flow” and automating email/post via “sendEmail” method or API call.
  

6. Twilio

• Feature/Setting: Automate sending SMS notifications of statements using “Programmable Messaging API” after PDF statement is generated.
  

7. SendGrid

• Feature/Setting: Automate statement emails with attachments using “Mail Send API”; configure scheduled cron in integrated workflow.
  

8. AWS Lambda + SES

• Feature/Setting: Automate backend compilation with Lambda function, send email with SES “SendRawEmail” API.
  

9. DocuSign

• Feature/Setting: Automates sending finalized, signed statements using the “Envelopes: Create and Send Envelope” API post-compilation.
  

10. QuickBooks Online

• Feature/Setting: Automate fetching statement data using “Reports API” and emailing via “Send Email” or built-in automations.
  

11. Stripe

• Feature/Setting: Automates compiling payment history using “Invoices API”; delivers statement PDF using “Email Invoice” endpoint.
  

12. Xero

• Feature/Setting: Automate statement generation and email via “Reports API” and “Email Statement” triggers.
  

13. FreshBooks

• Feature/Setting: Automate generation and delivery by configuring Client Statement automation and email settings.
  

14. HubSpot

• Feature/Setting: Automate customer communication with workflow triggers; use “Workflows” + “Email” action for scheduled statements.
  

15. Pabbly Connect

• Feature/Setting: Automate statements from database and schedule Gmail/SMTP delivery via workflow builder.
  

16. Monday.com

• Feature/Setting: Automate notification and file send with “Automations” and “Email integrations” pulling from Boards.
  

17. Slack

• Feature/Setting: Automate statement alerts with Slack “Incoming Webhooks” for briefings or self-service downloads.
  

18. Oracle NetSuite

• Feature/Setting: Automate “Scheduled SuiteScript” for statement creation and “Email Merge” for delivery.
  

19. SAP Business One

• Feature/Setting: Automate account statements using “Document Printing” and scheduled email via built-in workflow.
  

20. Smartsheet

• Feature/Setting: Automate trigger-based reminders and send links to statements using “Send Row” automation.
  

Benefits

1. Drastically reduces manual workload by automating routine, repetitive tasks involved in customer account statement preparation.

2. Enhances accuracy and compliance through automated, standardized data handling and delivery with audit trails.

3. Boosts customer satisfaction by ensuring timely, reliable, and professional communication via multiple automated channels.

4. Automates seamless integration between disparate business systems, minimizing delays and automatable errors.

5. Enables scalable growth, as automated processes function consistently regardless of customer base size, with fast onboarding for new accounts.