Generation and sending of financial summaries

Purpose

1.1. Automate the generation and sending of financial summaries tailored to machinery parts manufacturers’ needs.
1.2. Ensure compliance by automatedly compiling data from ERP, accounting, inventory, sales, and purchase systems.
1.3. Automate consolidation of receivables, payables, cash flows, and month-end reports.
1.4. Secure transmission of summaries via chosen channels (email, messaging, dashboards).
1.5. Automated distribution to management, finance, audit, and regulatory bodies, reducing manual intervention.
1.6. Schedule automated frequency (daily, weekly, monthly, or on-demand) for workflow optimization and regulatory adherence.

Trigger Conditions

2.1. Automation kicks off on scheduled jobs (end-of-day, EOM, custom frequency).
2.2. Manual trigger for ad-hoc report generation by authorized staff.
2.3. Event-based triggers: invoice approval, ledger posting, or ERP batch closure.
2.4. External API call from audit or compliance tool.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Use “Recurrence” trigger and “Create HTML Table” from Dynamics 365, configure “Send Email” via Outlook API.
3.2. Google Workspace (Apps Script)
• Feature/Setting: Schedule Apps Script with “Trigger on Time-based” + SpreadsheetApp to fetch data, GmailApp.sendEmail for summary delivery.
3.3. SAP Business One
• Feature/Setting: Configure “Crystal Reports” automation and “B1if Event Sender” for automated summary dispatch via email.
3.4. Salesforce
• Feature/Setting: Use “Process Builder” with scheduled actions; configure “Email Alerts” function.
3.5. Oracle Cloud ERP
• Feature/Setting: Setup “Scheduled Processes” for financial reporting, “Notification Service” API for automated dissemination.
3.6. QuickBooks Online
• Feature/Setting: Use “Reports API” to generate financial summaries, “Webhooks” for automated notification/email.
3.7. Xero
• Feature/Setting: Automate using “Reports endpoint” and “Email API” (or Slack, Teams) with PDF attachments.
3.8. Zoho Books
• Feature/Setting: Schedule “Financial Reports” API export, automate “Email Reports” to stakeholders.
3.9. FreshBooks
• Feature/Setting: Configure automation via “Recurring Reports” and “Send Summary via Email” feature.
3.10. Sage Intacct
• Feature/Setting: “Scheduled Reports” automation with “Smart Rules” for summary generation and email workflow.
3.11. Slack
• Feature/Setting: Webhook integration to post automated reports or notifications in specific channels.
3.12. Microsoft Teams
• Feature/Setting: Graph API to automate report posting in channels via bot automator.
3.13. Twilio SendGrid
• Feature/Setting: Use “Mail Send” API to deliver automated summaries as PDF/HTML.
3.14. Mailgun
• Feature/Setting: “Messages API” for automated email dispatch of financial reports.
3.15. Dropbox
• Feature/Setting: “File Upload” and “Shared Link” API for summarization document sharing automation.
3.16. Box
• Feature/Setting: Use “Box Events API” alongside “File Upload” to automate summary storage/distribution.
3.17. DocuSign
• Feature/Setting: “Envelope API” to automate financial summary storage/sign-off workflow.
3.18. HubSpot
• Feature/Setting: “Workflows” for trigger-based summary generation; “Email API” for automation.
3.19. Monday.com
• Feature/Setting: “Automations Center” to trigger actions and “Email Integration” to send reports.
3.20. Airtable
• Feature/Setting: “Automations” to run scripts generating summaries and “Send email” action.
3.21. SFTP/FTP Servers
• Feature/Setting: Automated upload of generated summary PDF/CSV for compliance archiving.
3.22. Stripe (for finance checks)
• Feature/Setting: “Balance Transactions API” scheduled to export transactional data for summary generation.
3.23. Intercom
• Feature/Setting: “Outbound Messages” or “Webhook” automation for periodic financial update notifications.

Benefits

4.1. Automation reduces manual report errors and ensures compliance.
4.2. Automator enhances efficiency by automating repetitive data consolidation and delivery.
4.3. Automates timely dissemination, supporting faster financial decisions for manufacturers.
4.4. Automatedly creates audit trails and historical access logs for financial summaries.
4.5. Automation streamlines collaboration between finance, compliance, and management teams.
4.6. Heightened security via controlled, automated report distribution and access.
4.7. Improves transparency by automating documentation and standardized formatting.