Revenue and expense tracking automations

Purpose

1.1. Automate the aggregation, categorization, and reporting of revenue and expense data for acrobatic diving pools.
1.2. Ensure real-time financial visibility for aquatic recreation facility managers.
1.3. Enable seamless integration with swim lesson bookings, membership sales, event ticketing, and diving equipment rentals.
1.4. Facilitate compliance with internal/external audits and optimize resource allocation within the diving sub-industry.

Trigger Conditions

2.1. New sale or payment posted in POS or booking system.
2.2. Vendor invoice or expense receipt uploaded/processed.
2.3. Scheduled periodic end-of-day or end-of-month batch processes.
2.4. Update or edit to any financial transaction record.

Platform Variants

3.1. QuickBooks Online
- API: /v3/company//reports/ProfitAndLoss; Configure webhook for new/updated transactions.
3.2. Xero
- Endpoint: GET /Reports/ProfitAndLoss; Use event triggers for invoice and bill creation.
3.3. Zoho Books
- API: /profitandloss; Set up workflow webhook on payment or expense creation.
3.4. FreshBooks
- API: GET /accounting/account//reports/profitloss; Use payment/expense triggers.
3.5. Netsuite
- SuiteScript: financialStatement plugin; Monitor for journal, income, and expense entries.
3.6. SAP Business One
- Service Layer: GET /ProfitAndLossStatement; Configure DI-API event alert for transactions.
3.7. Wave
- Endpoint: /businesses/{business_id}/reports/profit_and_loss; Watch for transaction events.
3.8. Sage Intacct
- API: readReports; Enable early warning system on financial event triggers.
3.9. Microsoft Dynamics 365 Business Central
- API: /financialReports; Trigger on posted sales or purchase invoices.
3.10. Odoo
- XML-RPC: report.financial; Automated syncing on accounting module updates.
3.11. Google Sheets
- Apps Script: OnEdit/OnFormSubmit; Scripts to append revenue/expense data.
3.12. Airtable
- Automation: "When record created/updated;" Integration with accounting/finance base.
3.13. Salesforce
- Flow Builder: Triggered Flow on Opportunity/Expense object change.
3.14. Stripe
- API: /v1/charges and /v1/balance_transactions; Webhooks for payment reconciliations.
3.15. Square
- API: /v2/reports/shift-work; Webhook for sales and refund events.
3.16. PayPal
- API: /v1/reporting/transactions; Use notifications for new payment events.
3.17. HubSpot
- Workflow: "Deal Stage Changed;" Integration with invoice or quote.
3.18. Monday.com
- Automation: "When status changes;" Collect financial line items.
3.19. Asana
- Rules: "Task marked complete;" Log costs or revenues automatically.
3.20. Notion
- API: Patch database with new income/expense record blocks.

Benefits

4.1. Reduces manual entry and reconciliation effort.
4.2. Mitigates risk of human error in financial tracking.
4.3. Gives real-time profit/loss insights specific to diving programs and events.
4.4. Enhances budget planning and resource optimization.
4.5. Improves accountability and audit readiness.
4.6. Ensures integration across devices and departments.
4.7. Delivers timely, automated financial dashboards to facility managers.