Automated sending of financial reports to management

Purpose

1.1. Automate the generation and delivery of scheduled or on-demand financial reports (P&L, balance sheets, cash flow, etc.) from core financial databases or accounting software directly to management teams for enhanced operational visibility, streamlined decision-making, compliance, and audit readiness, eliminating manual report extraction, formatting, and email distribution.
1.2. Ensure timely dissemination of critical business insights, reduce human error, and maintain robust documentation for animation studio financial workflows.

Trigger Conditions

2.1. Scheduled time triggers (e.g., end of month, weekly).
2.2. Completion of financial closing (status event from accounting system).
2.3. Data threshold triggers (e.g., revenue or expense anomalies detected in real time).
2.4. Direct management request via dashboard, email, or chat command.

Platform Variants

3.1. Google Sheets
• Feature/Setting: “Export as PDF” API; configure onChange or time-driven triggers to export and send sheets via email.
3.2. Microsoft Power Automate
• Feature/Setting: Schedule cloud flow—use Excel, SharePoint, or Dynamics 365 triggers, connect with Outlook “Send Email with Attachment.”
3.3. QuickBooks Online API
• Feature/Setting: “Reports API” for fetching custom financial reports, connect with mail API to automate delivery.
3.4. Xero
• Feature/Setting: Use Xero “Reports” API endpoint, combined with webhook trigger and email-sending integration.
3.5. SAP Business One
• Feature/Setting: “Service Layer API – Financial Reports” endpoint with workflow automation for scheduled exports.
3.6. Oracle NetSuite
• Feature/Setting: Use SuiteScript automation for financial extraction + SuiteTalk Web Services to trigger report generation.
3.7. Zoho Books
• Feature/Setting: Schedule “Financial Statement” report via API, automate send via Zoho Mail integration.
3.8. Salesforce
• Feature/Setting: “Reports & Dashboards API”—automate report extracts and configure “Email Report” schedule.
3.9. Slack
• Feature/Setting: “Incoming Webhooks” with file uploads—deliver report PDFs to management channels.
3.10. Trello
• Feature/Setting: Use “Card Attachment” API to post new reports onto a finance board on schedule.
3.11. Dropbox
• Feature/Setting: “File Upload” API; push newly generated reports to a shared folder with notification.
3.12. OneDrive
• Feature/Setting: “Upload File” API—auto-save exported report and share with management group.
3.13. SendGrid
• Feature/Setting: “Send Email” API; configure to send financial report attachments to defined recipients.
3.14. Mailgun
• Feature/Setting: “Messages API”; send customized email notifications with attached financial files.
3.15. AWS Lambda
• Feature/Setting: Triggered on report file creation; use email/send API (SES) for automated delivery.
3.16. G Suite (Gmail, Drive)
• Feature/Setting: “Gmail Send API”; attach report from Drive and schedule for management distribution.
3.17. Monday.com
• Feature/Setting: Set up automated “File Column” update, notify stakeholders via integraion.
3.18. Asana
• Feature/Setting: “Task Attachment API”; create new task for management and attach the latest report.
3.19. HubSpot
• Feature/Setting: “Workflows” with email action; generate and auto-deliver financial summaries.
3.20. Zapier
• Feature/Setting: Create Zap—trigger from accounting software, format document, send via email app integration.
3.21. Adobe Sign
• Feature/Setting: Automated “Send for Signature” with financial docs to streamline approvals.
3.22. Box
• Feature/Setting: Use “Upload File” API—add new report to secure folder, alert via email.

Benefits

4.1. Eliminates manual effort, freeing finance and admin resources for higher-value tasks.
4.2. Ensures consistent, timely, and error-free report delivery for proactive decision support.
4.3. Strengthens data governance and auditability with automated logs and secure delivery methods.
4.4. Enhances management confidence with routine, traceable, and always-available financial transparency.