Payments and Financial TrackingPurpose
1.2. Distribute summarized reports to club leaders, accountants, and members via preferred communication channels.
1.3. Ensure timely and error-free financial tracking for compliance, transparency, and decision-making.
Trigger Conditions
2.2. Event-based: Upon completion of financial cycle, membership payment, or expense recording.
2.3. Manual: On-demand by authorized personnel via dashboard or command.
Platform variants
3.1. QuickBooks Online
• Feature/Setting: Reports API — configure `report.read` for Balance Sheet, Profit & Loss, Transaction List by Date.
• Trigger: Scheduled/On-demand API call.
3.2. Xero
• Feature/Setting: Reports API — enable `GET /reports/ProfitAndLoss`, set club time frame filters.
• Distribution: Connect via `Email Report` or direct file download.
3.3. Google Sheets
• Feature/Setting: Sheets API — automate extraction and aggregation of financial data, custom summary formula setup.
• Trigger: Time-driven (Google Apps Script triggers).
3.4. Microsoft Excel Online
• Feature/Setting: Graph API Excel — automate worksheet reads, pivot table generation for summary.
• Trigger: Office 365 scheduled task.
3.5. Stripe
• Feature/Setting: Financial Reports Export API — use `GET /reports` for monthly transactions.
• Distribution: Secure download URL sent via webhook.
3.6. PayPal
• Feature/Setting: Transaction Search API — automate extraction of fee and payment data, summary via batch job.
• Trigger: On last day of month.
3.7. Zoho Books
• Feature/Setting: Reports API — configure `GET /reports` for Sales, Expenses, Income.
• Distribution: Email PDF to club contacts.
3.8. Wave Accounting
• Feature/Setting: Reports Endpoint — automate Balance Sheet export as PDF/CSV.
• Distribution: Send via Slack API.
3.9. FreshBooks
• Feature/Setting: Reports API — schedule automated Profit & Loss and Member Payment Summary.
• Distribution: Email or Save to Dropbox.
3.10. Pabbly
• Feature/Setting: Workflow Automation — set trigger for new/updated payment entry, aggregate in summary task.
• Distribution: Google Drive upload API.
3.11. Slack
• Feature/Setting: Incoming Webhooks — send finance summary message to specified club channel.
• Integration: Attach PDF via files.upload.
3.12. Twilio SMS
• Feature/Setting: Programmable Messaging API — notify treasurer/leader with summary and download link.
• Config: Use `POST /Messages`, personalized content.
3.13. SendGrid
• Feature/Setting: Mail Send API — dispatch summary reports as attachments to distribution list.
• Config: Automate file-to-email process.
3.14. Gmail
• Feature/Setting: Gmail API `users.messages.send` — send financial summaries to group email.
• Integration: Auto-generate message body with inline summary.
3.15. Dropbox
• Feature/Setting: File Upload API — store generated summary reports in shared club folder.
• Trigger: On completion of report generation.
3.16. Microsoft Teams
• Feature/Setting: Microsoft Graph API `chatMessage.send` — send links or summaries to club’s finance channel.
• Distribution: Attach summary as file.
3.17. Zoho CRM
• Feature/Setting: API Connectors — automatically update payment status and sync summary to contact timeline.
• Trigger: Club event completion.
3.18. Airtable
• Feature/Setting: Scripting Block — generate reports by aggregating dues, payments, and expenses.
• Trigger: Scheduled run or webhook from payment processor.
3.19. Notion
• Feature/Setting: API Integration — auto-populate report pages with latest financial summaries.
• Distribution: Mention club stakeholders in updates.
3.20. Monday.com
• Feature/Setting: Automation Recipes — trigger summary board update after report generation.
• Distribution: Notify board subscribers via automation.
3.21. SAP Concur
• Feature/Setting: Financial Report API — retrieve club expenses, automate monthly closure and sharing.
• Distribution: Email to finance committee.
3.22. Salesforce
• Feature/Setting: Reports & Dashboards API — schedule export of payment and expense summaries for club accounts.
• Distribution: Auto-email to leadership.
3.23. Trello
• Feature/Setting: Automation with Power-Ups — create card with summary as attachment in "Finance" list.
• Trigger: Scheduled or manual.
Benefits
4.2. Ensures timely, structured financial oversight for Aikido clubs.
4.3. Swift multi-channel distribution aligns with club communication preferences.
4.4. Enables transparent financial operations and informed decision making.