Automated monthly financial reporting and distribution

Purpose

1.1. Generate, consolidate, and distribute monthly financial reports from property management and accounting systems to stakeholders, ensuring accurate, timely, and comprehensive visibility into cash flow, expenses, rental income, and occupancy in multi-unit housing portfolios.
1.2. Automate data gathering, calculations, compliance checks, document formatting, approvals, and delivery to streamline reporting, reduce errors, and improve decision-making.

Trigger Conditions

2.1. Scheduled monthly trigger at close of financial period (e.g., last calendar day, custom day-of-month).
2.2. External trigger by completion of monthly bank reconciliation API event.
2.3. Manual audit-compliance trigger by authorized personnel.

Platform Variants

3.1. QuickBooks Online
• API: Reports.getProfitAndLoss, Reports.getBalanceSheet; schedule exports for period-end.
3.2. Xero
• API: Reports endpoint for Profit & Loss, custom report packaging; set auto-email to recipients.
3.3. Yardi Voyager
• Feature: Custom financial report export scheduler using ReportScheduler API.
3.4. AppFolio Property Manager
• API: Financial reports export endpoint with recurring monthly reports to sFTP or cloud drive.
3.5. MRI Software
• API: Data Connector for General Ledger/Reports; trigger batch jobs to email result.
3.6. Buildium
• Feature: Scheduled reports, configure recipients and delivery frequency in-app.
3.7. RealPage
• API: Reporting & Business Intelligence; schedule export to data lake or cloud storage.
3.8. Microsoft Excel (Office 365/Graph)
• API: Batch export and mail merge to preset stakeholder lists from SharePoint.
3.9. Google Sheets
• API: Sheets API for dynamic financial report generation and Drive API for doc sharing.
3.10. SAP Concur
• API: Financial report auto-export with pre-defined parameters.
3.11. Sage Intacct
• API: FinancialReport endpoint, automate runs, attach to emails via SMTP.
3.12. DocuSign
• API: Workflow triggers for review/approval of monthly financials before release.
3.13. Dropbox Business
• API: File upload and shared link creation as report distribution mechanism.
3.14. OneDrive for Business
• API: Upload, generate share links, and notify stakeholders with file access URL.
3.15. AWS S3
• API: PutObject for archival, trigger SNS for delivery notifications and access logging.
3.16. Google Drive
• API: Automated upload of reports, permission management and share URL email.
3.17. Microsoft Power Automate
• Feature: Flow templates using Excel, Outlook, and Teams for end-to-end report sending.
3.18. Slack
• API: Chat.postMessage to financial channel with monthly report PDFs or links.
3.19. SendGrid
• API: Mail Send endpoint for batch emailing reports; personalization templates for stakeholders.
3.20. Twilio SendGrid Marketing
• API: Automated recurring email campaigns for monthly financial statement distribution.
3.21. Zoho Books
• API: Reports module, automate extraction and email or cloud upload.
3.22. Pipedream
• Feature: Orchestrate cross-app API workflows using triggers and actions for reporting.
3.23. Smartsheet
• API: Generate summary dashboards, automate attachment and stakeholder notifications.
3.24. Mailgun
• API: Batch report emailing with audit trail of delivery statuses.

Benefits

4.1. Eliminates manual compilation and email tasks, reducing errors and delays.
4.2. Increases compliance by maintaining consistent, timely, and secure report delivery.
4.3. Enables customizable distribution lists, secure file sharing, and workflow approvals.
4.4. Centralizes records, improves transparency, supports audits and investor communications.
4.5. Frees finance and admin staff for higher-value activities by automating routine distribution.