Documentation & Administrative AutomationPurpose
1.2. Aggregate invoices, receipts, contractor payroll, supply orders, equipment purchase records, subcontractor payments, and vehicle expense logs from disparate sources into formatted, actionable tax documentation.
1.3. Facilitate seamless delivery of year-end documents (1099s, W-2s, expense logs, asset depreciation schedules) to tax professionals or accounting systems automatically.
Trigger Conditions
2.2. New financial entry created in bookkeeping systems.
2.3. Receipt/invoice detected in scan or email inbox.
2.4. Completion of a project milestone or contract phase.
2.5. Manual initiation by user in dashboard.
Platform Variants
• API: Reports API - GenerateProfitLoss, ListInvoices; trigger on “invoice created” webhook
3.2. Xero
• Endpoint: GET /reports/ProfitAndLoss, Attachments; execute on new expense/bill event
3.3. Zoho Books
• API: FetchExpenses, ListContacts; flow initiation via “new bill uploaded” trigger
3.4. FreshBooks
• Endpoint: GET /invoices, GET /expenses; routine scheduled pull for document sync
3.5. Sage Business Cloud
• Feature: Data Export Scheduling; configured to deliver ledgers monthly
3.6. Gusto
• Endpoint: Payroll Reports API, Employee List; run after payroll period close
3.7. ADP Workforce Now
• Feature: Payroll Export - Automated SFTP; poll and fetch after every payroll run
3.8. Expensify
• API: GetExpenseReports, Export receipts (PDF/CSV); real-time export on report approval
3.9. Dext Prepare
• Feature: Auto-extract docs from email, export structured data via API for tax prep
3.10. Hubdoc
• API: GET /documents, Scheduled Document Fetch; triggered daily for new uploads
3.11. Dropbox Business
• API: ListFolder, Download; monitor “Tax Documents” folder for new files
3.12. Google Drive
• API: Files: list, Files: export; watch specific folders via webhook for content change
3.13. Microsoft OneDrive
• API: Delta Query, File Downloads; initiate when new file added to “Accounting” folder
3.14. DocuSign
• Feature: Completed Envelope Notification; fetch signed W-9/W-2/1099 files
3.15. HelloSign
• API: SignatureRequest: list, Download PDF; action post document signed event
3.16. Bill.com
• Endpoint: ListBills, ExportTransactions; process new transaction daily
3.17. Stripe
• API: List Charges, Export Payouts; weekly trigger for payments documentation
3.18. PayPal
• API: Transaction Search; aggregate payment data for tax period
3.19. Salesforce
• Object: Opportunity Reports, Contracts; auto-pull finance-related records monthly
3.20. Monday.com
• API: Item values, Boards Export; extract and summarize project-related expenses
3.21. Airtable
• API: List records by view; scheduled extraction for expense/project tables
3.22. Smartsheet
• API: Row Read/Export; periodic export of budgeting/tracking sheets
3.23. Slack
• Event: Message/Attachment Event; monitor tax doc channel for uploads/share
3.24. Gmail
• API: Watch labels, download attachments labeled “tax/year-end”
3.25. Outlook 365
• Feature: Shared Mailbox Rules; auto-forward tax docs to extraction pipeline
3.26. SAP Business One
• API: Financial Reports Export; scheduled via integration service
3.27. NetSuite
• SuiteTalk API: Get Transactions/Export Reports; triggered end-of-quarter
3.28. Zoho CRM
• API: Get deals/contacts with tax info; workflow on deal closure
3.29. Oracle Fusion
• REST API: Financials Export; hook on period close process
3.30. SharePoint
• API: File updates in “Tax Documentation” library; notification-based triggers
Benefits
4.2. Automates financial reporting, reducing error risk.
4.3. Accelerates year-end and quarterly tax prep for HVAC installers.
4.4. Ensures compliance by consolidating all required records promptly.
4.5. Frees administrative team to focus on higher-value tasks.
4.6. Centralizes documentation and enables secure, auditable workflows.
4.7. Integrates seamlessly with accounting, HR, and project management systems.