Financial & Invoicing OperationsPurpose
1.2. Enable automatedly updated, real-time dashboards for revenues, costs, profit margins, cash flow, deferred revenue, project-wise and client-wise earnings, expenses, and invoicing status.
1.3. Automate extraction and normalization of data from invoicing tools, accounting software, project management suites, and banking platforms.
1.4. Automate aggregating historicals, trends, and forecast analytics, with the ability to drill down by project, phase, or client.
1.5. Support automating the generation and sharing of dynamic dashboard links or PDF summaries to stakeholders.
Trigger Conditions
2.2. Upon posting a new invoice or payment in the accounting system.
2.3. After data sync or scheduled import from connected services.
2.4. On demand via user request.
2.5. On project milestones reached in PM tools.
Platform variants
3.1. QuickBooks
• Function: Automated Reports API — automate pulling P&L, Balance Sheet, and Cash Flow reports periodically.
3.2. Xero
• Function: Accounting API (`GET /reports/ProfitAndLoss`) — automate fetching financial metrics for dashboard panels.
3.3. FreshBooks
• Function: Invoices & Payments endpoints — automate financial data extraction for visualization.
3.4. Microsoft Power BI
• Feature: Dataflows — automate connecting to financial data sources for live dashboard rendering.
3.5. Google Data Studio
• Feature: Data Connectors — automate live sync with Sheets/BigQuery for finance reporting.
3.6. Tableau
• Feature: Hyper API — automate uploading processed financial datasets for instant dashboard refresh.
3.7. Zoho Books
• API: `GET /invoices`, `GET /payments` — automate retrieving financial transactions for dashboard automation.
3.8. Sage Intacct
• Function: Financial Reports API — automate the export of real-time reports into dashboard platforms.
3.9. Salesforce
• Feature: Analytics Cloud API — automate ingesting finance objects for visualization.
3.10. Monday.com
• Feature: Boards API — automate extracting billing & expense data tied to project boards.
3.11. Smartsheet
• Feature: Live Data Connector — automate real-time syncing of financial grids to dashboard tools.
3.12. NetSuite
• SuiteAnalytics API — automate delivery of customizable financial metrics to visualization layers.
3.13. Stripe
• API: `/balance`, `/charges`, `/payouts` — automate pulling transaction data for inclusion in cash flow panels.
3.14. PayPal
• Payouts/Transactions endpoints — automate periodic extraction of funds in/out for dashboard mapping.
3.15. Airtable
• Automation: Scheduled scripts — automate pushing finance data to connected BI dashboards.
3.16. Slack
• Feature: Workflow Builder — automate notification of dashboard updates to specific channels.
3.17. Google Sheets
• Feature: Apps Script triggers — automate syncing financial rows for dashboard linkages.
3.18. HubSpot
• API: Deals/Pipelines — automate integrating sales and billing for dashboard metrics.
3.19. BambooHR
• Feature: Payroll Reports API — automate feeding salary/compensation numbers for expense dashboards.
3.20. Harvest
• API: `/reports/time-team`, `/reports/expenses` — automate pull of time-tracking and cost data for project cost dashboards.
3.21. Jira
• Feature: Tempo Timesheets API — automate fetching billable hours and cost mapping for finance panels.
Benefits
4.2. Reduce human error by automating financial data flows and transformations.
4.3. Automatedly delivers always up-to-date metrics to leadership.
4.4. Supports deeper business insight by automating multi-source data aggregation.
4.5. Strengthens compliance by ensuring every stakeholder sees the same, automated report version.
4.6. Boosts scalability by automating the reporting for an increasing number of projects or clients.