Summarize financial reports monthly

Purpose

1.1. Automate the monthly summarization of financial reports for Little League clubs, including revenues, expenses, donations, membership dues, and grants, to support dashboards, compliance, and executive review.
1.2. Automatedly transform raw ledger, bank, and receipt data into clear, consumable summaries and distribute them to stakeholders, ensuring ongoing transparency and financial responsibility.

Trigger Conditions

2.1. Automator scheduled by date (e.g., last day of month, first of month, custom schedule).
2.2. File upload to cloud storage (financial CSV, Excel, PDF drop).
2.3. New entry in accounting software (monthly close event).
2.4. Receipt of bank statements via email or direct integration.
2.5. Manual trigger by authorized club admin via secure web portal.

Platform Variants

3.1. QuickBooks Online
• Current Reports API: configure fetch of Profit & Loss and Balance Sheet monthly.
3.2. Xero
• Accounting Reports endpoint: automate GET of monthly income statements.
3.3. Google Drive
• Drive API: scheduled search/download for files tagged with “financial” and current month.
3.4. Dropbox
• List Folder & Download API: monitor & automate handling of new bank statement uploads.
3.5. Microsoft Excel Online
• Graph API: program automated extraction from financial worksheet cells/ranges.
3.6. Zoho Books
• Reports API: automate fetching and summarizing monthly reports (profit & loss, expenses).
3.7. FreshBooks
• GET Reports API: automator pulls monthly summary items and sends for aggregation.
3.8. Sage Business Cloud
• Reports Endpoint: configure automation for exporting income/expenses by date range.
3.9. Wave Accounting
• Transactions API: automate extraction/aggregation of categorized entries per month.
3.10. Airtable
• API List Records: autoscan for new records marked as “financial” in the relevant table.
3.11. Google Sheets
• Sheets API: script to automate fetch and summarize new rows labeled by date/financial tag.
3.12. PayPal
• Transaction Search API: automate retrieval of all activity for club accounts in period.
3.13. Stripe
• Balance & Charges API: set automated summary pull for statement period.
3.14. Plaid
• Transactions API: automate import/categorization of banking data for the club account.
3.15. Sage Intacct
• Reports API: automation configured to auto-summarize and schedule report outputs.
3.16. Notion
• Database API: set filter for automating collation of new finance-related blocks.
3.17. Salesforce
• Reports and Dashboards: scheduled automation for pulling monthly donation/dues data.
3.18. Trello
• Cards API: automate summary based on financial tracking boards/cards, filtered by label.
3.19. Slack
• Scheduled Workflow: automate delivering summary notifications to finance channel.
3.20. Gmail
• API: automate rule for triggering report generation when tagged emails arrive.

Benefits

4.1. Automates routine monthly financial review, freeing treasurers for strategic tasks.
4.2. Automation reduces human error and increases speed/consistency in reporting.
4.3. Stakeholders receive timely, automatedly generated financial insights via auto-distribution.
4.4. Streamlined financial compliance with audit-ready, automatable report archives.
4.5. Seamless automation across platforms ensures accuracy and transparency for club leadership.