Financial reporting and dashboard updates

Purpose

1. Automate real-time and scheduled financial reporting, including transaction analysis, revenue tracking, and cost breakdowns for Aeroclub operations in recreational aviation.

2. Provide dynamic dashboards aggregating club member payments, aircraft rental income, fuel costs, and maintenance expenses for executive oversight and compliance.

3. Enable rule-based distribution of reports and live visuals for improved financial transparency and timely decision-making.

4. Facilitate seamless consolidation of multi-source data: membership systems, POS, accounting, and bank feeds.

Trigger Conditions

1. New closed accounting period in accounting system.

2. Bank transaction batch complete.

3. New invoice or receipt recorded.

4. Scheduled intervals (daily, weekly, monthly).

5. Trigger from external API/webhook (e.g., aircraft booking software, POS system).

Platform Variants

1. QuickBooks Online

• Feature/Setting: Use Reports API to extract P&L, Balance Sheet; trigger on new close period.
  

2. Xero

• Feature/Setting: Accounting Reports endpoint; scheduled GET on bank reconciliation status.
  

3. Stripe

• Feature/Setting: Balance Transactions API; webhook for “balance.available” event.
  

4. PayPal

• Feature/Setting: Transaction Search API; configure notification webhook for transaction updates.
  

5. FreshBooks

• Feature/Setting: Accounting Reports API; auto-generate financial summaries.
  

6. Zoho Books

• Feature/Setting: Reports API; scheduled generation of custom financial dashboards.
  

7. Sage Business Cloud

• Feature/Setting: Accounting API, use GET /financials-report for automated pulls.
  

8. MYOB

• Feature/Setting: General Ledger API, polling for journal entries added.
  

9. Microsoft Power BI

• Feature/Setting: Real-time streaming dataset API; push financial data on event triggers.
  

10. Tableau

• Feature/Setting: Tableau REST API, automate data source refresh and dashboard image export.
  

11. Google Data Studio

• Feature/Setting: Data Source Connector API, scheduled pulls from connected spreadsheets.
  

12. AWS QuickSight

• Feature/Setting: Data Ingestion API, update on new source file/batch arrival.
  

13. Looker (Google Cloud)

• Feature/Setting: Looker API, schedule dashboard render and download as PDF.
  

14. Airtable

• Feature/Setting: API to log payment/expense rows, trigger rollup/summary blocks.
  

15. Notion

• Feature/Setting: Database API, auto-update finance databases and roll-ups.
  

16. Slack

• Feature/Setting: Incoming Webhook; push daily/weekly finance summaries to channel.
  

17. Google Sheets

• Feature/Setting: Sheets API, trigger script to aggregate and chart income/expenses.
  

18. Microsoft Excel Online

• Feature/Setting: Graph API, sheet update event triggers macro to produce reports.
  

19. SAP Business One

• Feature/Setting: Service Layer API, schedule job to export balance and ledger data.
  

20. Oracle NetSuite

• Feature/Setting: SuiteAnalytics API; automated query and report export on posting events.
  

Benefits

1. Removes manual report compilation and reduces human error.

2. Enables instant financial visibility for club leaders and auditors.

3. Speeds up reaction to irregularities, anomalies, or payment delays.

4. Unifies disparate data sources into cohesive, actionable dashboards.

5. Improves financial governance and supports transparent club operations.