Financial reporting dashboard updates

Purpose

1. Automate consolidation, visualization, and real-time updating of financial data dashboard for payment tracking, revenue analytics, expense monitoring, and budgeting in adult education schools.

2. Reduce manual reporting; ensure finance teams and leadership have up-to-date insights for business decisions, compliance, and forecasting.

Trigger Conditions

1. Receipt of new transaction data in payment gateways or accounting tools.

2. Scheduled interval, e.g., hourly or daily dashboard refresh.

3. Upload of bank statement or CSV files to cloud storage.

4. Finalization of monthly financial close.

5. Change or correction entry in accounting database.

Platform Variants

1. QuickBooks Online

• API: Accounting > Reports API—fetch endpoints for Profit & Loss, Balance Sheet.
  
• Configuration: “GET /v3/company/{companyId}/report/profitAndLoss” on new entry.
  

2. Xero

• API: Reports endpoint—retrieve updated financial statements.
  
• Configuration: Auto-poll "GET /reports/ProfitAndLoss" after payment receipt.
  

3. Stripe

• API: Payments API—export or subscribe to “balance.transaction.created” and “payment_intent.succeeded”.
  
• Configuration: Webhook for new transaction pushes.
  

4. PayPal

• API: Transaction Search API—webhook on completed payment.
  
• Configuration: Listen for “PAYMENT.SALE.COMPLETED”.
  

5. FreshBooks

• API: Accounting > Invoices & Payments API—trigger on payment or invoice update.
  
• Configuration: “GET /accounting/account/{accountId}/payments/payments”.
  

6. Zoho Books

• API: Reports & Transaction APIs—auto-fetch on invoice payment.
  
• Configuration: “GET /reports/profitandloss” scheduled daily.
  

7. Sage Intacct

• API: GLREPORTS—fetch trial balance/profit-loss.
  
• Configuration: Scheduled “readByQuery” for journal updates.
  

8. Google Sheets

• API: Spreadsheet API—onRowAdd to financial logs.
  
• Configuration: “onEdit” trigger pushes new data to dashboard.
  

9. Microsoft Excel Online

• API: Graph API—update on new worksheet rows.
  
• Configuration: Monitor table change; trigger data extraction.
  

10. Salesforce

• API: Reports and Dashboards API—pull sales/revenue records.
  
• Configuration: “GET /services/data/vXX.X/analytics/reports/{reportId}”.
  

11. Power BI

• API: Push Datasets API—refresh dashboard datasource.
  
• Configuration: “POST /datasets/{dataset_id}/refreshes” after data update.
  

12. Tableau

• API: REST API—update datasource or refresh dashboard on new input.
  
• Configuration: “POST /sites/{site_id}/schedules/runNow”.
  

13. NetSuite

• API: SuiteTalk Services—reports retrieval per accounting event.
  
• Configuration: “getSavedSearch” for financial objects.
  

14. SAP Business One

• API: Service Layer—B1S file operation for updated ledgers.
  
• Configuration: “GET /ProfitAndLossStatements” on financial post.
  

15. Intuit Mint

• API: Transactions API—refresh on new categorized item.
  
• Configuration: “GET /v1/transactions” scheduled.
  

16. Wave Accounting

• API: Reports API—scheduled pull of summary data.
  
• Configuration: “GET /businesses/{businessId}/reports/income-statement”.
  

17. Square

• API: Payments API—webhook on successful payment.
  
• Configuration: Listen for “payment.created”.
  

18. Plaid

• API: Transactions API—sync bank data for reconciliation.
  
• Configuration: “/transactions/get” every N hours.
  

19. Google Data Studio

• API: Community Connectors—pulls from Google Sheets or cloud DB as source.
  
• Configuration: Refresh via Google Apps Script trigger.
  

20. Airtable

• API: Table API—row insert triggers aggregation or pushes to dashboard.
  
• Configuration: “POST /v0/{baseId}/{tableName}” on data addition.
  

Benefits

1. Minimizes human error and audit risk.

2. Ensures real-time and accurate financial visibility for management.

3. Frees staff from repetitive reporting tasks; focus on analysis.

4. Scalable across all payment sources and data models.

5. Supports compliance efforts through automated logging and history retention.