Revenue summary automation

Purpose

1.1. Automatically collect, aggregate, and summarize revenue data from multiple payment, scheduling, and accounting sources for ABA therapist organizations.
1.2. Standardize reporting intervals (daily/weekly/monthly) to ensure consistent, real-time financial insights rooted in accurate clinic performance metrics.
1.3. Deliver actionable summaries to administrators, stakeholders, and clinical leads via email, dashboard, or SMS for rapid business decision-making.
1.4. Reduce manual calculations and human error, supporting financial compliance and timely billing oversight.

Trigger Conditions

2.1. Successful payment entry logged in payment processor or EHR.
2.2. Scheduled period elapsed (e.g., every Friday at 5 PM, or first day of month).
2.3. Manual override trigger by admin in dashboard.
2.4. Notification of data sync completion from integrated therapy management system.

Platform Variants

3.1. Stripe
• Feature/Setting: Use “List Charges” API endpoint; configure Webhook for payment_succeeded.

3.2. PayPal
• Feature/Setting: Enable IPN (Instant Payment Notification) and retrieve recent transactions via REST API /v1/reporting/transactions.

3.3. QuickBooks Online
• Feature/Setting: Use Reports API to fetch “Profit and Loss”; configure Webhook for transaction creation.

3.4. Xero
• Feature/Setting: Reports endpoint for “Income Statement”; schedule recurring report export.

3.5. Square
• Feature/Setting: “List Payments” API with date filter; set up Webhook on successful payment.

3.6. Theranest
• Feature/Setting: Use Billing export; configure scheduled export of payment reports through the API.

3.7. SimplePractice
• Feature/Setting: Utilize Data Export utility; automate via API “List Payments” endpoint.

3.8. Athenahealth
• Feature/Setting: Configure Reports API for daily revenue aggregation; trigger on EOD batch close.

3.9. Kareo
• Feature/Setting: Run “Financial Performance Summary” via Reports API; set scheduled report delivery.

3.10. Jane App
• Feature/Setting: Export Billing Summary using API; trigger on finalized appointment.

3.11. TherapyNotes
• Feature/Setting: Use Payment Report via API; automate daily schedule export.

3.12. Google Sheets
• Feature/Setting: Use Sheets API “Append Values” for daily revenue records; trigger summarization by formula.

3.13. Microsoft Excel Online
• Feature/Setting: Excel Graph API to update revenue dashboard; scheduled workbook automation.

3.14. Salesforce
• Feature/Setting: Use Reports API for “Revenue by Client” dashlet; trigger Automation Rule on transaction.

3.15. HubSpot
• Feature/Setting: Custom Report via Analytics API; schedule distribution.

3.16. Zoho Books
• Feature/Setting: API “Get Invoices” and “Get Payments”; summary via automation script.

3.17. FreshBooks
• Feature/Setting: Payments API “List Payments”; use Event Notifications for update triggers.

3.18. Sage Intacct
• Feature/Setting: API “readByQuery” for Payment Journal; schedule data pull.

3.19. Airtable
• Feature/Setting: Script Automation with “Summary” block; schedule extraction of financial records.

3.20. Slack
• Feature/Setting: Post summary into channel using “Incoming Webhooks”; trigger on report finalization.

3.21. Gmail
• Feature/Setting: Email summary using SMTP or Gmail API send; configure with custom revenue template.

3.22. Power BI
• Feature/Setting: Automatically refresh revenue dataset; update dashboard visuals via API.

Benefits

4.1. Reduces staff time spent on revenue reporting by full automation of data gathering and calculation.
4.2. Improves accuracy and timeliness of financial insights for ABA therapy organizations.
4.3. Enables proactive business decisions with consistent, interval-based reporting.
4.4. Facilitates compliance and audit-readiness through standardized, reliable financial processes.
4.5. Allows management to monitor multiple locations in real time, maximizing revenue visibility and resource allocation.