Financial report generation and distribution automation

Purpose

1.1. Automate financial report generation and distribution for Bikram yoga studios to reduce manual effort, increase accuracy, and ensure timely delivery of payment and billing summaries to stakeholders and bookkeepers.
1.2. Automates extraction of payment data, generates itemized invoices, compiles revenue analytics, tracks outstanding balances, and distributes reports to set recipients.
1.3. Ensures all finance activities—class receipts, membership dues, and teacher payments—are automatically recorded, reconciled, and reported in customizable formats on a set schedule or in response to immediate business needs.

Trigger Conditions

2.1. Automate upon receipt of new online payment or bank transaction.
2.2. Scheduled time (e.g., weekly, monthly, quarter-end).
2.3. Automatedly triggered by submission or closure of a billing period.
2.4. Automation upon user or admin request via dashboard.
2.5. Automatedly start report generation after reconciliation is completed in accounting tools.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Reports API — automate pulling "Profit & Loss" and "Accounts Receivable" data.
3.2. Xero
• Feature/Setting: Reports endpoint — automate fetching custom "Income Statement" reports.
3.3. Zoho Books
• Feature/Setting: Reports API — automator for recurring "Invoice Details" and "Payment Received" reports.
3.4. Stripe
• Feature/Setting: Balance & Payouts APIs — automate exporting settlement, payment history, and fee breakdowns.
3.5. PayPal
• Feature/Setting: Transaction Search API — automate extraction of completed payments and sending data onward.
3.6. FreshBooks
• Feature/Setting: List Invoices — automated invoice detail pulling for billing periods.
3.7. Wave Accounting
• Feature/Setting: Reports Module — automate PDF or CSV export and email.
3.8. Square
• Feature/Setting: Reporting API — automate summary sales report and daily deposit automation.
3.9. Microsoft Excel Online
• Feature/Setting: Automatedly populate spreadsheets with financial data via Graph API and scheduled triggers.
3.10. Google Sheets
• Feature/Setting: Sheets API — automate writing and updating custom summary sheets based on automatable triggers.
3.11. Gmail
• Feature/Setting: Automated email sending via Gmail API with attached or inline report summaries.
3.12. Outlook 365
• Feature/Setting: Flow trigger to automatedly send reports on defined schedules.
3.13. Slack
• Feature/Setting: Automated Slack message with financial report and attached spreadsheet/PDF.
3.14. Dropbox
• Feature/Setting: Automatedly upload generated financial reports into shared folders.
3.15. OneDrive
• Feature/Setting: Scheduled file upload of automated reports to specified locations.
3.16. HubSpot
• Feature/Setting: Automatable CRM integration to log and share financial activity reports.
3.17. Salesforce
• Feature/Setting: Automated report upload into Opportunity or Account records using Reports API.
3.18. Trello
• Feature/Setting: Create card with attached report when a new billing cycle closes via automator.
3.19. Monday.com
• Feature/Setting: Automatedly add new board item with financial status and share report PDF.
3.20. Asana
• Feature/Setting: Automatically assign a finance-task with linked report to stakeholders.
3.21. DocuSign
• Feature/Setting: Automated report distribution for signature and digital archiving.
3.22. Workday
• Feature/Setting: Automate posting reports to finance workflow via Workday API.

Benefits

4.1. Automatedly eliminates manual report prep and increases consistency.
4.2. Accelerates reconciliation and financial transparency.
4.3. Reduces error risk by automating data extraction and computation.
4.4. Automatedly ensures reports reach all stakeholders instantly on schedule.
4.5. Automates audit-tracking and historic financial archiving.
4.6. Frees staff for value-adding activities and drives efficiency.
4.7. Creates a reliable, automatable backbone for recurring financial operations.