Generation and sending of financial statements to stakeholders

Purpose

1.1. Automate the creation and distribution of financial statements (balance sheets, income statements, cash flow statements) to internal and external stakeholders—executives, accountants, suppliers, regulatory bodies and investors.
1.2. Ensure timely, accurate, and standardized financial reporting for the aircraft supply store to facilitate compliance, decision-making, and strategic planning in the aviation wholesale sector.
1.3. Reduce manual labor and risk of omission or error by orchestrating data gathering, formatting, report generation, and multichannel delivery.

Trigger Conditions

2.1. Completion of a monthly, quarterly, or annual accounting period.
2.2. Manual trigger by finance team for ad-hoc reports.
2.3. Scheduled date/time (e.g., first business day of each month).
2.4. External ‘request’ API call from a partner, auditor, or regulatory portal.
2.5. Receipt of finalized figures from enterprise resource planning (ERP) or accounting platform.

Platform Variants

3.1. Microsoft Power Automate – Action: "Get data from Excel/SharePoint/SQL," "Generate PDF" and "Send Email."
3.2. Google Apps Script – Function: SpreadsheetApp for collecting data, MailApp for emailing stakeholders.
3.3. SAP BTP – API: /financial-statements/export to fetch files; /notification/send for distribution.
3.4. Oracle Fusion Cloud ERP – API: GET /financialStatements; Notification Service API for dispatch.
3.5. QuickBooks Online – API: Reports API (runProfitAndLoss, runBalanceSheet); Email report via integrated workflow.
3.6. Xero – API: GET /reports endpoint (ProfitAndLoss, BalanceSheet); automated send with Email API or Xero-to-email connector.
3.7. FreshBooks – API: List Reports; POST /sendEmail for report sharing.
3.8. NetSuite – SuiteScript: nlapiLoadRecord for report data; Email functionality within SuiteScript.
3.9. Zoho Books – Reports API; Zoho Mail or third-party SMTP setting for delivery.
3.10. Sage Intacct – XML API: readReport and create_attachment; Outbound Email configuration.
3.11. Salesforce – Einstein Analytics: export dashboards as PDF; Email alerts or Salesforce Messaging for distribution.
3.12. Dropbox – API: Upload finalized report to shared folder; create shared link; trigger notification via webhook.
3.13. Box – API: Files: upload; Shared Links: create; Box Relay for workflow notification.
3.14. DocuSign – API: Envelope creation with attachment for sign-off if needed; Email delivery triggers.
3.15. SendGrid – API: Mail Send (POST /mail/send); attachment of statements as PDFs.
3.16. Twilio SendGrid – API: Transactional Email with dynamic personalization; attach generated reports.
3.17. Slack – API: chat.postMessage with PDF upload; stakeholder notification channel configuration.
3.18. Microsoft Teams – API: Send report file to team/channel; notification message.
3.19. AWS S3 – API: PutObject to upload statements; SNS (Simple Notification Service) for alerting subscribers.
3.20. Google Drive – API: files.create for upload; permissions.set for access control; notification via Gmail API.
3.21. Jira – REST API: Create issue with statement attachment for review/approval queue.

Benefits

4.1. Guarantees timely and consistent delivery of critical financial data.
4.2. Reduces manual processing and risk of human error.
4.3. Supports compliance with aviation wholesale industry regulations.
4.4. Increases transparency to stakeholders and audit-readiness.
4.5. Enables real-time, data-driven decision making across global teams.