Pull financial reports from multiple systems into a single dashboard

Purpose

1. Automate the extraction, aggregation, and synchronization of financial data from various software, ERPs, accounting platforms, and banks into a centralized dashboard for executive review, budgeting, forecasting, and real-time cashflow analysis.

2. Enables automated consolidation of reports—including profit and loss, balance sheets, accounts receivable/payable, sales orders, expenses, and invoice statuses—streamlining corporate decision-making in the portable building manufacturing sector.

Trigger Conditions

1. Scheduled triggers (e.g., daily at 6 am) for regular automated data pulls.

2. Event-driven triggers on new financial activity or report finalization across sources.

3. Manual triggers for ad-hoc report consolidation.

4. Trigger automation when payment gateways update with settlement data.

Platform Variants

1. QuickBooks Online

• Function: Reports API (GET /reports/ProfitAndLoss) — automate P&L extraction.
  

2. Xero

• Function: Accounting API (GET /Reports/BalanceSheet) — automate balance sheet report pulls.
  

3. NetSuite

• Function: SuiteTalk REST Web Services (GET /records/report) — automate financial report aggregation.
  

4. Sage Intacct

• Function: Reports API (readReports) — automate detailed ledger and finance summary pulls.
  

5. Microsoft Dynamics 365 Finance

• Function: Data Entities (OData endpoint) — automate extraction of financial modules data.
  

6. Oracle Fusion Cloud ERP

• Function: Financials REST API (GET /financialReports) — automate consolidated report fetching.
  

7. Zoho Books

• Function: Reports API (GET /reports/profitandloss) — automate financial report retrieval.
  

8. SAP S/4HANA

• Function: Financial Statements API (GET /BalanceSheet) — automate statement download.
  

9. FreshBooks

• Feature: Reports Endpoint (GET /accounting/account/financial-reports) — automate revenue and expenses pulls.
  

10. MYOB

• Function: Essentials API (GET /businesses/{id}/reports) — automate report aggregation.
  

11. Wave Accounting

• Function: Reports API (GET /business/reports) — automate summary and details data pulls.
  

12. Stripe

• Feature: Balance Transactions API (GET /v1/balance/history) — automate payout and fee reports.
  

13. PayPal

• API: Transaction Search (GET /v1/reporting/transactions) — automate transaction report sourcing.
  

14. Square

• Function: Reports API (GET /v2/reports) — automate sales and financial overview.
  

15. Plaid

• Feature: Transactions (GET /accounts/balance/get) — automate daily bank feed pulls.
  

16. Yodlee

• Feature: Data Aggregation API — automate multi-bank and credit integration reports.
  

17. Google Sheets

• Feature: Sheets API (GET/READ functions) — automate importing report data for dashboard visualization.
  

18. Microsoft Excel (Office 365)

• Feature: Excel REST API — automate appended financial rows in cloud workbooks.
  

19. Smartsheet

• Feature: API (GET /reports) — automate pulling finance sheet reports for combined display.
  

20. Salesforce

• Feature: Reports & Dashboards API (GET /services/data/vXX.X/analytics/reports/) — automate financial opportunity aggregation.
  

21. Power BI

• Feature: Datasets API (GET /datasets/{dataset_id}) — automate real-time data refresh for CFO dashboards.
  

22. Tableau Cloud

• Feature: REST API (GET /sites/{site_id}/views) — automate report extraction and embedding.
  

23. HubSpot

• Feature: Reports API (GET /crm/v3/objects/reports) — automate invoice and payment tracking.
  

24. Odoo

• Feature: Accounting Reports API (GET /accounting/reports) — automate ledger report syncing.
  

Benefits

1. Automates manual compilation, saving staff time, reducing errors and ensuring up-to-date information.

2. Enhanced visibility through real-time automated financial dashboards.

3. Accelerates monthly closing and reporting cycles via automation.

4. Enables automated anomaly detection across multiple finance streams.

5. Provides a scalable and automatable foundation for future analytics and forecasting.

6. Automating corporate reporting increases compliance and audit readiness.

7. Automatedly blends disparate data sources for holistic visibility in the portable buildings vertical.