Scheduled financial reporting and event profitability analysis

Purpose

1.1. Automate collection, aggregation, and distribution of financial data and event profitability for concert halls.
1.2. Automatedly generate, analyze, and deliver periodic (e.g. weekly, monthly, post-event) financial reports covering ticket sales, expenses, concessions, sponsorships, and net profit/loss.
1.3. Automate event-level profitability analysis, allowing management and finance to quickly determine most and least successful events.
1.4. Automation includes exporting data from ticketing systems, finance software, and POS terminals, combining it, and delivering in customizable dashboards, documents, or notifications.

Trigger Conditions

2.1. Scheduled triggers (e.g. every Monday at 8am, first day of each month).
2.2. Post-event triggers (upon event completion record in ticketing system or calendar).
2.3. Manual on-demand triggers initiated by finance or admin staff.
2.4. Data threshold triggers (e.g. when event ticket sales pass a certain value).

Platform Variants

3.1. QuickBooks Online
• Feature: Reports API; automate fetching Profit and Loss, Sales by Product/Service.
• Setting: Configure app token, endpoint GET /reports/ProfitAndLoss.

3.2. Xero
• Feature: Accounting Reports API; automate extraction of income, expense, and account balances.
• Setting: Set OAuth credentials, GET /reports/ProfitAndLoss.

3.3. Microsoft Power BI
• Feature: Dataset API; automate pushing compiled financial data to dashboards.
• Setting: Register dataset, PATCH Rows endpoint.

3.4. Google Data Studio
• Feature: Community Connector; automate data import via custom connector for finance/event data.
• Setting: Use Apps Script, configure trigger on schedule.

3.5. Salesforce
• Feature: Reports and Dashboards REST API; automate report creation/distribution.
• Setting: Schedule report run, download CSV, email via API.

3.6. Oracle NetSuite
• Feature: SuiteAnalytics API; automate querying financial event data.
• Setting: Query NetSuite Saved Search, export results automatically.

3.7. SAP Concur
• Feature: Expense Report API; automate exporting event-related expenses.
• Setting: Set API client, schedule GET expense reports.

3.8. Eventbrite
• Feature: Event Reports API; automate fetching sales and attendee data post-event.
• Setting: GET /events/:id/attendees.

3.9. Ticketmaster
• Feature: Discovery API; automate collecting ticket sales and attendance for each event.
• Setting: Secure API key, schedule data pulls per event.

3.10. Stripe
• Feature: Balance Transactions API; automate gathering payment transaction data.
• Setting: GET /v1/balance/history, filtered by event date.

3.11. PayPal
• Feature: Transaction Search API; automate extracting all sales/payment data for events.
• Setting: Search by custom fields or time range.

3.12. Square
• Feature: Transactions API; automate sales data retrieval for event days.
• Setting: Schedule GET /v2/locations/{location_id}/transactions.

3.13. Zoho Books
• Feature: Reports API; automate compiling automated financial statements post-event.
• Setting: GET /profitandloss with event tags.

3.14. Google Sheets
• Feature: Sheets API; automate updating report sheets with financial/event data.
• Setting: PATCH cells, trigger recalculation.

3.15. Airtable
• Feature: Base API; automate aggregating and distributing financial rows.
• Setting: PUT records/add data from automated sources.

3.16. Slack
• Feature: Incoming Webhooks; automate sending summarized report notifications.
• Setting: POST to channel daily/weekly.

3.17. Microsoft Teams
• Feature: Bots API; automate post-report summaries directly to team channels.
• Setting: Register bot, POST adaptive card.

3.18. Gmail
• Feature: Automated Email API; automate sending attached or inline financial reports.
• Setting: Draft and send with attachments on schedule.

3.19. Outlook
• Feature: Mail API; automate email delivery of profitability analyses.
• Setting: Schedule recurring send using Microsoft Graph.

3.20. Dropbox
• Feature: File Upload API; automate uploading generated reports for access control.
• Setting: PUT /files/upload, automate folder permissions.

Benefits

4.1. Automates report creation and distribution, reducing manual workload in finance/admin teams.
4.2. Automated event profitability analysis offers real-time business insights and faster decision-making.
4.3. Automation ensures accuracy, consistency, and timeliness in all financial documentation.
4.4. Improves transparency/automatability of event budgeting, revenue monitoring, and cost management.
4.5. Automating communication keeps stakeholders informed without relying on manual reminders.