Financial reporting and dashboard updates

Purpose

1.1. Automate financial reporting and dashboard updates to streamline payment tracking, revenue breakdowns, and expense management for aquatic centres in the sports & fitness sector.
1.2. Ensure up-to-date visibility of all financial flows, automate consolidation from banks, payment platforms, POS, and membership systems, and produce automated dashboards for real-time decisions.
1.3. Support external audit readiness, compliance, and automated communication with stakeholders about financial performance and KPIs.

Trigger Conditions

2.1. New transaction recorded in POS, payment gateway, or bank feed.
2.2. Scheduled time triggers (hourly, daily, weekly financial analysis).
2.3. Update in membership database or booking system affecting revenue.
2.4. Receipt of expense report or bill in accounting software.
2.5. Request by finance team for on-demand automated report.

Platform Variants

3.1. QuickBooks
• Feature/Setting: Use Reports API for automating extraction of balance sheets, P&L, and custom reports. Configure Webhooks for triggers.
3.2. Xero
• Feature/Setting: Xero API for automated report generation and bank feed reconciliation. Schedule GET /Reports endpoint.
3.3. FreshBooks
• Feature/Setting: Reports API; automate invoice and payments data retrieval with GET /reports.
3.4. Stripe
• Feature/Setting: Stripe Events API; automate transaction log aggregation, automated export, and webhook configurations.
3.5. PayPal
• Feature/Setting: Transaction Search API; automate pulling transaction summaries for dashboard updates.
3.6. Square
• Feature/Setting: Square Reporting API; automate pulling daily sales and payment summaries.
3.7. Sage Business Cloud
• Feature/Setting: Reporting API to automate financial statement retrieval; scheduled data syncs.
3.8. Zoho Books
• Feature/Setting: Reports API endpoint to automate sending P&L and cash flow reports.
3.9. Microsoft Excel (Office 365)
• Feature/Setting: Automate pulling financial data using Excel Online API and Power Query connections.
3.10. Google Sheets
• Feature/Setting: Automated data import using Sheets API and scheduled triggers for dashboard refreshes.
3.11. Power BI
• Feature/Setting: API-based automated data refresh from financial systems, automating dashboard updates.
3.12. Tableau
• Feature/Setting: REST API for automated ingestion of reports and dashboard refresh scheduling.
3.13. Looker Studio
• Feature/Setting: Automator links to BigQuery, Sheets, and financial APIs for automated dashboarding.
3.14. NetSuite
• Feature/Setting: SuiteTalk API to automate mapping and ingesting financial reports.
3.15. SAP Business One
• Feature/Setting: Service Layer API automates extracting financial data for dashboards.
3.16. Oracle Fusion Cloud
• Feature/Setting: Reports & Analytics REST API for automated financial report export.
3.17. Salesforce
• Feature/Setting: Reports and Dashboard REST API; automates pulling subscription and payment data.
3.18. MYOB
• Feature/Setting: Automate account and transaction data syncing using AccountRight API.
3.19. WooCommerce
• Feature/Setting: Reports API for automated sales and revenue extraction; webhook triggers on order completed.
3.20. Shopify
• Feature/Setting: Admin API for automated order, payment, and refund data extraction for dashboard sync.

Benefits

4.1. Automation reduces manual effort, minimizes errors, and ensures reliable, real-time financial visibility for aquatic centres.
4.2. Automated reporting enables faster financial decisions and more transparent governance.
4.3. Automating dashboard updates enhances management oversight with live data.
4.4. The automator allows finance teams to focus on analytics, not data gathering.
4.5. Automatable compliance processes reduce audit risk and provide historical traceability.
4.6. Automatedly notifying stakeholders increases trust and operational transparency.
4.7. Automates reconciliation for Multi-sport Aquatic centres with complex revenue streams.