Finance, Billing & DocumentationPurpose
1.2. Aggregate transactional data from ERP, accounting, and banking tools for standardized, auditable output.
1.3. Deliver scheduled reports to C-level executives, finance teams, auditors, and regulatory bodies via email, cloud share, or internal dashboards.
1.4. Minimize manual report preparation effort, reduce compliance risk, and ensure timely visibility into financial health for decision support.
1.5. Enable seamless customization of report templates for division, region, or entity-specific requirements.
Trigger Conditions
2.2. Manual initiation by finance user via authenticated dashboard/webhook.
2.3. Completion of a billing or reconciliation cycle.
2.4. File upload or batch import event in accounting software.
2.5. Bank feed sync completion.
Platform Variants
• Feature: Recurrence/Flow Trigger with Excel Online
• Sample: Scheduled flow pulls financial data, executes macro, sends report via Outlook.
3.2. Google Apps Script
• Feature: Time-driven trigger, Drive/Sheets integration
• Sample: Script generates reports from Sheets, emails PDF attachments.
3.3. Zapier
• Feature: Scheduled Zap, Formatter, Email by Zapier
• Sample: Triggers monthly, collects QuickBooks data, delivers via Gmail.
3.4. QuickBooks Online API
• Function: Reports API — getProfitAndLoss, getBalanceSheet
• Sample: Auth request pulls latest balance sheet for attachment distribution.
3.5. Xero API
• Function: Accounting Reports endpoint
• Sample: Monthly call to /reports/{key}, email PDF to recipients.
3.6. Oracle NetSuite SuiteScript
• Feature: Scheduled script
• Sample: Script assembles and emails consolidated entity statements.
3.7. SAP Business One Service Layer
• Function: GET /FinancialReports
• Sample: Invoke on schedule, attach report to alert or SharePoint.
3.8. Salesforce Flow
• Feature: Scheduled Flow triggers, Reports API
• Sample: Automated export of finance dashboard, Slack DM or email.
3.9. AWS Lambda
• Feature: Cron trigger, S3/SES integration
• Sample: Script pulls SQL report, uploads to S3, notifies via SES.
3.10. Azure Logic Apps
• Feature: Recurrence trigger, SQL/Blob/E-mail connectors
• Sample: Pulls data from Dynamics 365, emails CFO with attachment.
3.11. Oracle Cloud ERP
• Feature: BI Publisher scheduled jobs
• Sample: Cron runs GL summary, uploads to Oracle Drive, sends link.
3.12. SAP Cloud Platform Automation
• Feature: Scheduled job
• Sample: SAP Fiori triggers report, emails result to finance group.
3.13. Smartsheet Automations
• Feature: Recurrence, Generate Document
• Sample: Pulls Sheet data, PDF report is emailed monthly.
3.14. Workato
• Feature: Scheduler trigger, Reporting connectors
• Sample: Scheduled aggregation from NetSuite to Box/E-Mail.
3.15. Integromat
• Feature: Scheduler, Google Drive, Outlook modules
• Sample: Orchestrated workflow compiles spreadsheet, schedules delivery.
3.16. FreshBooks API
• Function: Reports Endpoint (e.g., ProfitLoss)
• Sample: Cron hits endpoint, assembles, emails result.
3.17. BambooHR Webhooks
• Feature: Scheduled Custom Report export
• Sample: HR financials initiated weekly, emailed to payroll.
3.18. Slack Bot (Custom API)
• Function: Scheduled job posts PDF/CSV report
• Sample: Bot posts monthly report in #finance.
3.19. SendGrid
• Feature: Automated Email with Attachment
• Sample: Platform emails reports to predefined groups.
3.20. Dropbox API
• Feature: Files Upload endpoint
• Sample: Automatically uploads generated report, shares link.
Benefits
4.2. Guarantees compliance with financial deadlines, audits, and regulatory submissions.
4.3. Distributes accurate, version-controlled documents consistently and securely to all audiences.
4.4. Ensures granular, customized reporting for diverse business units and leadership needs.
4.5. Encourages proactive decision-making through timely, accessible insights.