Providing monthly financial summaries to board members

Purpose

1.1. Automatically generate and distribute monthly financial summaries to board members.
1.2. Aggregate revenue, expenses, donations, and grant balances from accounting data.
1.3. Ensure timely, accurate, and consistent reporting to aid governance, transparency, and compliance.
1.4. Support board decision-making with clear financial insights and performance trends.

Trigger Conditions

2.1. Scheduled: Last business day or specific date each month at 18:00.
2.2. Manual: Triggered by finance manager upon month-end data review.
2.3. Data update: New finalized data entry in accounting system confirms monthly close.

Platform Variants

3.1. QuickBooks
• Function: Reports API
• Configure to export profit & loss statement for specified date range.
3.2. Xero
• Endpoint: GET /reports/ProfitAndLoss
• Schedule automated data extraction for monthly reporting period.
3.3. Google Sheets
• Feature: Google Sheets API – batchGet
• Pull and aggregate financial records from specified sheet range.
3.4. Microsoft Excel Online
• API: Excel Graph API read worksheet range
• Extract summary tables for the monthly period programmatically.
3.5. Slack
• Feature: chat.postMessage API
• Directly notify board channel with summary PDF attached.
3.6. Gmail
• Feature: Send API
• Distribute financial report as attachment to all board members' emails.
3.7. Zoho Books
• API: Reports Endpoint
• Schedule P&L export and aggregate with donations data for monthly filter.
3.8. Wave Accounting
• Function: Export Reports API
• Extract month-specific statements as CSV or PDF.
3.9. FreshBooks
• Endpoint: GET /reports/accounting/profit_loss
• Schedule run and email result to specified addresses.
3.10. Mailchimp
• Feature: Email Automation > Regular Campaign
• Send batch emails to board segment with attached summary.
3.11. Dropbox
• Feature: File Upload API
• Store generated report in shared folder for board access.
3.12. Box
• Feature: Upload API
• Automatically upload and organize monthly statements by year/month/board folder.
3.13. DocuSign
• Feature: Envelope Create and Send
• Attach financial summary for e-sign acknowledgment or review tracking.
3.14. Microsoft Teams
• Feature: Graph API post to channel
• Share summary in board team communication channel.
3.15. PDF Generator API
• Function: Create PDF from JSON data
• Format raw summary into standardized board-ready template.
3.16. OneDrive
• Feature: Create File API
• Save report versions for audit trail and easy board reference.
3.17. Trello
• Feature: Card Comments API
• Add financial summary link as end-of-month board card comment.
3.18. Notion
• Feature: Database API
• Store snapshot data in board’s finance review dashboard.
3.19. Airtable
• Feature: Automation Script
• Update “Board Reports” table with link and status for each month.
3.20. SendGrid
• API: /mail/send
• Dispatch summary PDF with custom email template to board distribution list.

Benefits

4.1. Eliminates manual collation and email dispersal tasks, saving time and reducing errors.
4.2. Ensures timely, repeatable delivery and secure archival of financial information.
4.3. Enhances board transparency, oversight, and governance with accessible, accurate reports.
4.4. Facilitates quicker financial insights for non-profit compliance and grant performance tracking.