Integration of ERP financial data with reporting tools

Purpose

 1.1. Automate real-time integration of ERP financial data (general ledger, accounts payable, receivable, costs) with multiple reporting and analytics tools.
 1.2. Automating data extraction, transformation, and load cycles for accurate, timely financial dashboards and statutory reports.
 1.3. Automates compliance report generation, variance analysis, and financial consolidation across business units in oil & gas operations.
 1.4. End-to-end automation reduces manual handling, ensures data consistency, and increases the speed and accuracy of financial reporting.

Trigger Conditions

 2.1. New or updated financial records in ERP system.
 2.2. Scheduled batch time triggers (e.g., hourly, daily, monthly automation).
 2.3. Manual review completed triggers workflow automation.
 2.4. Audit event initiation automates export to reporting.
 2.5. API-triggered automation when external system requests synchronization.

Platform Variants

 3.1. SAP S/4HANA
  • API: /sap/opu/odata/sap/
  • Automate OData extraction for financial statements.
 3.2. Oracle Financials Cloud
  • API: /fscmRestApi/resources/latest/
  • Automated scheduled data pulls for GL and subledger.
 3.3. Microsoft Dynamics 365 Finance
  • Feature: Data Management Workspace – Recurring Export
  • Automating exports to CSV/Excel via service endpoints.
 3.4. Workday Financial Management
  • API: /ccx/service/customreport2/
  • Automate Workday custom report pulls for finance.
 3.5. NetSuite
  • API: RESTlet or SuiteTalk
  • Automator extracts trial balance and transaction details.
 3.6. QuickBooks Online
  • API: /v3/company/{companyId}/query
  • Automating query of latest expense and revenue data.
 3.7. Sage Intacct
  • API: XML Gateway
  • Automates periodic report data extraction actions.
 3.8. Infor CloudSuite Financials
  • API: /api/fiinfor/v1
  • Automating balance and budget data pulls.
 3.9. Xero
  • API: /api.xro/2.0/Reports/
  • Automate fetch of Profit & Loss, Balance Sheet reports.
 3.10. JD Edwards EnterpriseOne
  • Feature: Orchestrator Studio
  • Automates report data orchestration using workflows.
 3.11. IBM Cognos Analytics
  • Feature: Data Module Scheduling
  • Automating refresh and data import scheduling.
 3.12. Tableau
  • API: /api/3.8/sites/{site_id}/
  • Automates data source refresh via REST API.
 3.13. Microsoft Power BI
  • API: /v1.0/myorg/datasets/{datasetId}/refreshes
  • Automator triggers dataset refresh for finance dashboards.
 3.14. Google Data Studio
  • Feature: Supermetrics Connector
  • Automates data pull from ERP APIs to Studio.
 3.15. Qlik Sense
  • Feature: Scheduled Data Load
  • Automates OLEDB/REST data loads from ERP.
 3.16. Looker
  • API: /api/3.1/queries/run/{result_format}
  • Automates ERP data to Looker dashboards.
 3.17. Domo
  • Acquisition: Workbench for automated ERP integration.
  • Automates batch data mapping and uploads.
 3.18. Sisense
  • API: /datasources and /imports
  • Automate continuous import from ERP endpoints.
 3.19. Zoho Analytics
  • Feature: Data Import Automation
  • Automates pulling ERP data using connectors.
 3.20. Amazon QuickSight
  • API: /datasets/ingestions
  • Automates ingestion from cloud ERP to dashboards.

Benefits

 4.1. Streamlined automation reduces financial reporting cycle by automating data consolidation.
 4.2. Automated data movement decreases error risk, increasing audit-readiness in oil & gas finance.
 4.3. Real-time automation provides instant analytics, supporting faster, better decision-making.
 4.4. Automating compliance ensures regulatory deadlines are met with minimal manual intervention.
 4.5. Automator supports scalability as company grows, handling large datasets automatedly.
 4.6. Automation enables continuous integration for financial close and operational KPIs.