Payment and InvoicingPurpose
1.2. Automates the aggregation of transaction data from POS, booking systems, and payment gateways.
1.3. Automating reconciliation between sales, refunds, and revenue streams, ensuring accuracy for compliance and management review.
1.4. Automates report formatting, calculation of KPIs, and export to preferred formats (PDF, Excel, Google Sheets).
1.5. Automate the secure emailing or cloud-storage of final reports to stakeholders, accountants, and managers.
Trigger Conditions
2.2. Automate on a schedule (e.g., daily at midnight, monthly on the 1st) or manually trigger via dashboard.
2.3. Automator detects payment confirmations, refunds, or invoice finalizations to initiate automated report creation.
2.4. Automation starts when accounting period closes or custom business rules are met.
Platform Variants
• Feature/Setting: API "Reports" endpoint — automate fetching custom profit and loss or transaction reports.
3.2. Xero
• Feature/Setting: API "Reports" resource — configure automated pulling of balance sheet and revenue details.
3.3. Stripe
• Feature/Setting: API "Payouts" and "Balance Transactions" — automate extraction of all financial events.
3.4. Square
• Feature/Setting: "List Payments" and "List Refunds" API endpoints for automated reconciliation automation.
3.5. PayPal
• Feature/Setting: Transaction Search API — automate exporting detailed payment and refund history.
3.6. Zoho Books
• Feature/Setting: API "Reports" and "Invoices" — automate financial summary pulls and outstanding invoice lists.
3.7. FreshBooks
• Feature/Setting: API "Accounting > Reports" — automate retrieval of financial, tax, and sales reports.
3.8. Google Sheets
• Feature/Setting: "Update Spreadsheet" API — automate writing, formatting, and calculating report data.
3.9. Microsoft Excel Online
• Feature/Setting: Graph API "Workbook" — automate creation, updating, and exporting financial report files.
3.10. Sage Intacct
• Feature/Setting: "Reports" API — automate export of scheduled financial and operational reports.
3.11. SAP Concur
• Feature/Setting: "Reports" API — automate pulling expense reports and integrating with overall financial reporting.
3.12. Intuit Mint
• Feature/Setting: Aggregate APIs — automate pulling categorized transaction data for reporting.
3.13. NetSuite
• Feature/Setting: SuiteTalk Web Services "Financial Reports" — automate report generation and delivery.
3.14. Oracle Financials Cloud
• Feature/Setting: Financials REST API — automate extracting summarized payment and invoice info.
3.15. Wave
• Feature/Setting: API "Reports" and "Transactions" — automate exporting transaction reports.
3.16. MYOB
• Feature/Setting: Advanced "Report API" — automate scheduled export of summary and detailed reports.
3.17. Gusto
• Feature/Setting: Reports API — automate payroll outcome inclusion in monthly financials.
3.18. Salesforce
• Feature/Setting: "Reports and Dashboards REST API" — automate fetching custom sales and revenue reports.
3.19. Airtable
• Feature/Setting: "List Records" and Reports extension — automate aggregation for financial dashboards.
3.20. Dropbox
• Feature/Setting: "Files/Upload" and "Sharing/Create Link" API — automate report archival and distribution.
Benefits
4.2. Automation accelerates financial closure and reconciliation cycles.
4.3. Automates regular, predictable delivery of key business data for operational transparency.
4.4. Automating detailed reporting improves compliance, audit readiness, and stakeholder confidence.
4.5. Streamlines and automates data gathering across multiple platforms, boosting management speed.
4.6. Automation of notifications or cloud distribution ensures timeliness and secure access.