Purpose
1. Generate, aggregate, and distribute scheduled financial KPI (Key Performance Indicator) reports
- Deliver periodic summaries (daily, weekly, monthly, quarterly) covering revenue, gross margin, AR/AP, cash flow, OPEX, and profit per product line
- Provide insights into branch-wise, segment-wise, and system-by-system performance for executive and compliance review
- Ensure on-time, compliant dissemination to management and stakeholders, supporting fast and accurate decision-making
Trigger Conditions
1. Time-based schedule (e.g., end of business day, week, month, or quarter)
2. Financial period close (detected via ERP, accounting system, or custom marker)
3. Manual override by authorized finance personnel
4. Automated detection of significant profit margin deviations or compliance anomalies
Platform Variants
1. Microsoft Power Automate
- Feature: Recurrence trigger; Configure “Repeat every 1st of month at 07:00”; Use “Outlook – Send an email (V2)” action with KPI attachments
2. Google Apps Script
- Feature: Time-driven trigger; Use “Clock-based trigger” for Google Sheets script that emails PDF/XLS reports using DriveApp and MailApp APIs
3. Slack
- Feature: Scheduled workflow; Use “Scheduled trigger” to post KPIs from finance app to management channel with Workflow Builder
4. Salesforce
- Feature: Scheduled Flow; Set “Schedule-Triggered Flow” to query financial object KPIs and email management group using Email Alert
5. SAP S/4HANA
- Feature: Schedule “Background Job” to export financial KPIs and send via predefined email distribution list through SAPconnect
6. Oracle NetSuite
- Feature: SuiteAnalytics Workbook and Scheduled SuiteScript; Schedule KPI report generation and send via SuiteScript email function
7. Tableau Server
- Feature: Subscriptions; Configure workbook subscription on schedule to email report snapshot to executives
8. Zoho Analytics
- Feature: Scheduled Email Reports; Automate KPI dashboard emails on recurring schedule to selected recipients
9. Mailgun
- Feature: API-based automatic email; Use POST /messages endpoint to send generated KPI PDFs to management list
10. SendGrid
- Feature: Scheduled batch email; Use Marketing Campaigns “Schedule Send” and /mail/send API for automated delivery
11. Twilio SMS
- Feature: Send SMS alerts; Use “Messages API” to notify management when KPI threshold triggers or report is ready
12. QuickBooks
- Feature: Scheduled Reports; Configure “Report Scheduling” to email routinely, use API to fetch and format for custom scripts
13. Xero
- Feature: Publish & Send Reports; Use “Scheduled reporting” in Xero and Automate reporting with Xero API
14. HubSpot
- Feature: Workflow Automation; Create scheduled workflow to send CRM financial summaries using “Send internal email” action
15. Monday.com
- Feature: Scheduled Automations; Automate dashboard snapshot email using “Email Automation” with recurring schedule
16. Notion
- Feature: Notion API; Scheduled extraction/summary bot posts KPI block to management team workspace
17. Dropbox
- Feature: File transfer/sync; Use “Dropbox API /files/upload” to save scheduled KPI files, then share via automation tools
18. SFTP
- Feature: Automated secure transfer; Push KPI reports to SFTP folder for secure access by finance/compliance officers
19. AWS Lambda
- Feature: Scheduled Function; CloudWatch Events to trigger a Lambda job that fetches KPIs, formats, sends via SES/mailgun
20. Microsoft Teams
- Feature: Scheduled message posting; Use “Schedule a meeting” or “Scheduled Flow” to post KPIs using “Send message” API
21. Airtable
- Feature: Automation: Schedule “Send email” action with KPI attachment or view link
- Configure “At a scheduled time” and “Send an email” in automation settings
Benefits
1. Eliminates manual reporting, ensuring reliable, timely report delivery
2. Boosts management responsiveness with up-to-date, actionable metrics
3. Reduces risk of compliance lapse and human error
4. Scales seamlessly as report recipients or complexity grows
5. Supports hybrid and remote teams with automated multi-channel distribution
Financial & Compliance Automation