EOY (End of Year) statement send-outs to clients

Purpose

 1.1. Automate year-end (EOY) statement generation and delivery to HVAC repair clients for tax, accounting, and compliance needs.
 1.2. Ensure all invoice, payment, and outstanding balance details for the closing year are communicated securely and on schedule.
 1.3. Minimize staff workload and error by auto-compiling customer financial summaries and distributing via preferred client channels (email, SMS, portal, print).
 1.4. Maintain a compliant record trail for legal, customer service, and audit purposes.

Trigger Conditions

 2.1. Annually, based on a preset calendar date/time (e.g., every January 2nd at 09:00).
 2.2. Trigger via CRM or invoicing system recognizing year transition (e.g., closed fiscal year).
 2.3. Triggered upon final payment reconciliation or pending invoice review at year-end closure.
 2.4. Manual override for early dispatch by financial admin, if required.

Platform Variants

 3.1. QuickBooks Online
  • Feature: Reports API – use "Reports" → "Profit and Loss Detail" with ‘date_range=Last Year’.
 3.2. Xero
  • Feature: Accounting API – "GET /reports/ProfitAndLoss?fromDate=YYYY-01-01&toDate=YYYY-12-31".
 3.3. Zoho Books
  • Feature: API – "GET /reports/invoices?filter_by=last_year".
 3.4. FreshBooks
  • Feature: Reports Endpoint – Retrieve "Aged Receivables Report" for previous year.
 3.5. Sage Business Cloud
  • Feature: "GET /invoices?year=YYYY" via Sage API.
 3.6. Salesforce
  • Feature: Custom Scheduled Flow – trigger “Annual Invoices Export”.
 3.7. Microsoft Dynamics 365
  • Feature: Power Automate scheduled workflow connected to ERP “Year-End Account Statements”.
 3.8. HubSpot
  • Feature: Workflow Automation – set trigger for closed invoices ‘Last Year’.
 3.9. Google Workspace
  • Feature: Apps Script scheduled triggers to generate from Google Sheets/Docs and email using Gmail API.
 3.10. Outlook 365
  • Feature: Power Automate to bulk send EOY statements using Mail Merge files.
 3.11. Twilio
  • Feature: Messaging API – send SMS notifications for statement availability.
 3.12. SendGrid
  • Feature: Mail Send API – batch dispatch of PDF statements to customers.
 3.13. Mailgun
  • Feature: API – "messages" endpoint with attachment for statement files.
 3.14. DocuSign
  • Feature: Envelopes API – send secure, signed end-of-year statements.
 3.15. Dropbox
  • Feature: API – auto-upload statements to shared folder and notify links.
 3.16. Box
  • Feature: Upload API – deposit annual files, generate shared links per client.
 3.17. AWS SES
  • Feature: SendRawEmail – mass send statement PDFs as attachments.
 3.18. Stripe
  • Feature: Invoices API – "GET /v1/invoices?created[gte]=start_of_last_year" for export.
 3.19. PayPal
  • Feature: Transactions Search API – download client transaction logs for year.
 3.20. Slack
  • Feature: Messaging API – auto-notify account reps of successful statement sends.
 3.21. Monday.com
  • Feature: Scheduled integration to list sent/unsent statements and alert tasks.
 3.22. Airtable
  • Feature: Automation rules – run at year’s close, generate and track statements.
 3.23. Pabbly Connect
  • Feature: Yearly workflow to trigger from CRM export to email/pdf statement delivery.

Benefits

 4.1. Reduces manual compilation and delivery steps to near-zero for financial end-of-year compliance.
 4.2. Supports multi-channel output (email/SMS/portal/print) based on client record preferences.
 4.3. Increases accuracy of reporting and client communications by relying on live data/APIs.
 4.4. Provides verifiable records for audit, reducing business risks and client disputes.
 4.5. Frees accounting and admin resources for higher-value work during busy season.