Expense tracking and monthly summary reports

Purpose

 1.1. Automate expense tracking for classes, events, and facility operations in a Flamenco school.
 1.2. Automating monthly summary reports containing categorized expenses, budgets, and profit/loss per program.
 1.3. Enable real-time audit trails and report exports for management, compliance, and grant reporting.
 1.4. Automatedly reconcile instructor payments, costume purchases, studio rentals, and administrative costs.
 1.5. Support automating multi-currency and multi-branch consolidation for chains or franchises.

Trigger Conditions

 2.1. New transaction entered in POS or accounting system.
 2.2. Automated scheduled monthly report date/time reached.
 2.3. Receipt received via email or uploaded to cloud drive.
 2.4. Payment confirmation webhook from bank or payment processor triggers automation.
 2.5. Instructor or admin submits expense claim form.

Platform Variants

 3.1. QuickBooks Online
  - Feature/API: New Expense trigger, Reports API.
  - Configure: Automatedly trigger on new ledger entry, automate Monthly Profit & Loss report.

 3.2. Xero
  - Feature/API: Expense Claims Endpoint, Reports API.
  - Configure: Automate claim approval, automate generate and email monthly summary.

 3.3. Zoho Books
  - Feature/API: Create Expense, Get Reports API.
  - Configure: Automate expense capture from forms, automate scheduled financial summaries.

 3.4. FreshBooks
  - Feature/API: Expenses Endpoint, Export Reports.
  - Configure: Automate import of receipts, automate PDF summary generation and emailing.

 3.5. Wave Accounting
  - Feature: Expense Automation, Monthly Statement export.
  - Configure: Automate bank feed parsing, automate scheduled export summary.

 3.6. Google Sheets
  - Feature/API: Rows append, Scheduled Scripts.
  - Configure: Automate log expenses from email or form, automate summary via Apps Script.

 3.7. Microsoft Excel Online
  - Feature/API: Table Row Insertion, Power Automate Flow.
  - Configure: Automate add expense line on submission, automate create monthly chart.

 3.8. Slack
  - Feature/API: Workflow Builder, Incoming Webhooks.
  - Configure: Automated notify on new expense, automate monthly summary post.

 3.9. Gmail
  - Feature/API: Email Parser, Google Apps Script.
  - Configure: Automate read receipts for expenses, automate trigger for summary report prep.

 3.10. Dropbox
  - Feature/API: File Folder Watch, File metadata.
  - Configure: Automate detect new receipt upload, automate move and log entries.

 3.11. OneDrive
  - Feature/API: File Created Trigger.
  - Configure: Automate start workflow on receipt upload, automate archive after summary.

 3.12. Square
  - Feature/API: Transactions Webhook, Reporting API.
  - Configure: Automatedly parse sales/expenses, automate generate and email monthly reports.

 3.13. Stripe
  - Feature/API: Payment Intent Webhook, Reporting endpoint.
  - Configure: Automate log fees/expenses, automate schedule payout summaries.

 3.14. PayPal
  - Feature/API: IPN Listener, Reports Download API.
  - Configure: Automate import expense lines from transactions, automate PDF summary.

 3.15. HubSpot
  - Feature/API: Form Submission Trigger, Reporting API.
  - Configure: Automate enter expense from web forms, automate monthly dashboard.

 3.16. Airtable
  - Feature/API: Create Record, Scheduled Script.
  - Configure: Automatedly log new expense, automate quarterly or monthly summary automation.

 3.17. Notion
  - Feature/API: Database Item Created Trigger, Database Query.
  - Configure: Automate add and tag expense, automate summary report view.

 3.18. Trello
  - Feature/API: Card Creation Trigger, Custom Fields.
  - Configure: Automatedly attach expenses to cards, automate board-wide summary.

 3.19. Monday.com
  - Feature/API: Item Created Webhook, Board Views.
  - Configure: Automate expense added to board, automate generate summary view on schedule.

 3.20. SAP Concur
  - Feature/API: Expense Report Submission, Report API.
  - Configure: Automatedly approve and summarize expenses, automate PDF of monthly costs.

 3.21. Expensify
  - Feature/API: Expense SmartScan, Report Automation.
  - Configure: Automate scan and log receipts, automate monthly expense exports.

 3.22. Mailparser
  - Feature/API: Parsing Rule, Webhook.
  - Configure: Automate extract expenses from emails, automate JSON push to database.

Benefits

 4.1. Automates regular data entry and removes manual tracking bottlenecks.
 4.2. Automatedly synchronizes multi-platform, multi-user processes to a central view.
 4.3. Minimizes human error, reduces fraud, and accelerates report delivery.
 4.4. Automated compliance for audit and tax, with consistent report archiving.
 4.5. Automates trend detection, budgeting insights, and expense-category analysis for school leaders.