Automated financial reporting summaries

Purpose

1. Streamline creation, compilation, and delivery of financial summaries (P&L, balance sheets, cashflows, open invoices, revenue tracking) based on real-time or scheduled finance data.

2. Enable leadership, field teams, and accounting to make rapid, data-driven decisions for antenna service projects, resource allocation, and compliance oversight.

3. Standardize reporting formats across distributed rigging and installation teams to ensure accuracy and audit readiness.

Trigger Conditions

1. Scheduled: Monthly, quarterly, weekly, or custom calendar frequency.

2. Events: Invoice payment, new project initiation, closed service ticket, expense upload, or threshold breach (e.g., overdue AR).

3. On-demand: Manual button trigger in dashboard or mobile app.

Platform Variants

1. QuickBooks Online

• Feature/Setting: Reports API — Configure automated download for Profit & Loss, Balance Sheet, Cash Flow on schedule; endpoint: /v3/company//reports/.
  

2. Xero

• Feature/Setting: Reports endpoint — Automate generating and fetching "Aged Receivables" and "Bank Summary"; endpoint: /api.xro/2.0/Reports/.
  

3. Zoho Books

• Feature/Setting: Reports API — Schedule pulls for "Sales by Customer" and "Expense Details"; endpoint: /reports/.
  

4. Sage Intacct

• Feature/Setting: Custom Reports API — Set up scheduled fetch for GL and AR reports; endpoint: readReports.
  

5. FreshBooks

• Feature/Setting: Generate Financial Reports — Use Reports API for "Profit and Loss" and "Aging" data; endpoints: /reports/profitloss, /reports/aging.
  

6. Microsoft Dynamics 365

• Feature/Setting: Financial Reports module — Automate export of "Trial Balance" and "Customer Invoice" data; endpoint: /financialReports.
  

7. Oracle NetSuite

• Feature/Setting: SuiteAnalytics — Schedule and fetch workbook exports for Statements and Cash Position using SuiteScript RESTlet.
  

8. SAP Business One

• Feature/Setting: Service Layer Reports — Trigger and download "Financial Statement" reports via POST /ReportsService_GetReport.
  

9. Wave Accounting

• Feature/Setting: Reports API — Automate fetch of "Income Statement," "Balance Sheet"; endpoint: /businesses/{business_id}/reports/{report_type}.
  

10. MYOB

• Feature/Setting: Reports endpoint — Schedule exports for "Activity Statement" and "Profit and Loss"; endpoint: /reports/.
  

11. Google Sheets

• Feature/Setting: Google Sheets API — Auto-insert raw data, apply pivoting scripts to generate financial summaries; endpoint: spreadsheets.values.append.
  

12. Microsoft Excel (Office 365)

• Feature/Setting: Microsoft Graph API — Push/pull data, auto-calculate and format financial summary sheets; endpoint: /me/drive/items/{item-id}/workbook/worksheets.
  

13. Airtable

• Feature/Setting: Airtable Automation — Pull finance records, summarize, push outputs to dashboards; endpoints: /v0/{baseId}/{tableName}.
  

14. Notion

• Feature/Setting: Notion API — Aggregate invoice and payment logs, generate summary pages for finance admins; endpoint: /v1/pages.
  

15. Smartsheet

• Feature/Setting: Report Automation — Aggregate project expense/invoice line items, push to finance summary sheet; endpoint: /sheets/{sheetId}/reports.
  

16. Domo

• Feature/Setting: Domo Dataflows API — Schedule financial KPI aggregations, create Delivery jobs for PDF/email reports.
  

17. Looker

• Feature/Setting: Scheduled Looks — Automate data fetch from data warehouses and email financial summaries; endpoint: /scheduled_plans.
  

18. Power BI

• Feature/Setting: Power BI REST API — Trigger dataset refresh, export finance dashboards, distribute emails; endpoint: /reports/ExportTo.
  

19. Tableau

• Feature/Setting: Tableau REST API — Schedule and deliver dashboard snapshots or crosstab extracts; endpoint: /views/{view_id}/crosstab.
  

20. Slack

• Feature/Setting: Incoming Webhooks — Post new/pending financial summaries or alerts in private group channels; endpoint: /api/chat.postMessage.
  

21. Trello

• Feature/Setting: Trello API Card Creation — Generate cards for overdue accounts/summary action items; endpoint: /1/cards.
  

22. Email (SMTP/IMAP)

• Feature/Setting: SMTP API — Distribute PDF, XLSX, or HTML summary reports directly to finance/team distribution lists.
  

23. Dropbox

• Feature/Setting: Upload reports using Dropbox API for secure storage and scheduled folder delivery; endpoint: /files/upload.
  

24. Google Drive

• Feature/Setting: Drive API — Store generated summaries and update share permissions; endpoint: /files.
  

25. DocuSign

• Feature/Setting: Envelope status API — Notify when finance sign-off is completed on summary sign-offs or approvals.
  

Benefits

1. Eliminates manual consolidation of finance data and reporting, saving admin time.

2. Reduces errors from copy-paste or spreadsheet calculations, enhancing compliance.

3. Ensures leadership/field teams always have latest summaries for cashflow, expenses, and revenue.

4. Enables proactive billing, collections, and cost controls with rapid visibility on AR/AP.

5. Delivers consistent, audit-ready reporting to support both project/client transparency and financial audits.