Monthly financial statements delivery

Purpose

1.1. Automate the generation, aggregation, and secure delivery of monthly financial statements tailored for beach entertainment shops.
1.2. Automates pulling sales, expenses, inventory, and payroll data from POS, accounting, and banking systems.
1.3. Automator compiles, formats, and distributes statements to stakeholders such as shop owners, managers, and accountants via digital channels.
1.4. Ensure regulatory compliance, reduce manual workload, and enable real-time financial analytics through automation.

Trigger Conditions

2.1. Triggered by a calendar date (e.g., 1st of every month).
2.2. Or, automates after month-end reconciliation closes in accounting software.
2.3. Can respond to custom triggers (e.g., staff confirmation, inventory closure).

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Automated Reports API; configure scheduled exports of P&L and balance sheets.
3.2. Xero
• Feature/Setting: Report API with scheduled delivery; automate PDF/email financial summaries.
3.3. FreshBooks
• Feature/Setting: Automate “Get Monthly Financial Report” API call and email endpoint.
3.4. Zoho Books
• Feature/Setting: Use “Schedule Report” feature and automate delivery to SFTP/email.
3.5. Sage Business Cloud
• Feature/Setting: Automator hooks; configure “Financial Statement Export” workflow.
3.6. Microsoft Power Automate
• Feature/Setting: Use “Scheduled Flow” with Excel/SharePoint/Outlook connectors for automating report generation and delivery.
3.7. Google Apps Script (Google Sheets/Gmail)
• Feature/Setting: Time-driven triggers, automate Google Sheets data collation and Gmail send.
3.8. Slack
• Feature/Setting: Slack API “chat.postMessage” to auto-upload statements or links to finance channel.
3.9. Dropbox
• Feature/Setting: Automate saving reports to shared folders via Dropbox API or sync tool.
3.10. Box
• Feature/Setting: Box “File Upload” API to automate deposition and permissions for statements.
3.11. SendGrid
• Feature/Setting: Email API automates secure emailing of statements with tracking.
3.12. Outlook 365
• Feature/Setting: Automator “Recurring Email” with attachments or reporting links.
3.13. DocuSign
• Feature/Setting: Automated envelope creation for signature-verified statement delivery.
3.14. Plaid
• Feature/Setting: “Transactions API” automates pulling banking data into reports.
3.15. HubSpot
• Feature/Setting: Workflow automation for sending monthly financial statements to contacts.
3.16. Salesforce
• Feature/Setting: Schedule “Reports & Dashboards” to automate financial exports.
3.17. SAP Business One
• Feature/Setting: Automation cockpit for scheduling and exporting monthly finance reports.
3.18. NetSuite
• Feature/Setting: SuiteAnalytics Workbook API automates scheduling and distributing financials.
3.19. Telegram
• Feature/Setting: Bot API for automated notifications and file sharing of statements.
3.20. AWS Simple Email Service (SES)
• Feature/Setting: Automate secure bulk email dispatch of attachments via SES SendRawEmail API.
3.21. SFTP Servers
• Feature/Setting: Automated FTP client (e.g., WinSCP scripting) to upload statements securely.
3.22. Webhooks
• Feature/Setting: HTTP POST to trigger downstream automators for custom delivery/persistence.

Benefits

4.1. Automated delivery eliminates manual error and delays, boosting finance workflow reliability.
4.2. Automation frees staff from repetitive reporting tasks, increasing productivity.
4.3. Automating compliance with audit trails enables stress-free reviews.
4.4. Near real-time analytics through automatable workflows supports faster business decisions.
4.5. Automator increases data security with encrypted and trackable delivery options.
4.6. Automatically ensures all managers and accountants get identical, timely statements.
4.7. Automates integration with existing retail and entertainment goods systems for end-to-end statement delivery.