Monthly sales, revenue, and profit reporting

Purpose

1.1. Automate monthly generation, consolidation, and distribution of sales, revenue, and profit reports for a corporate entity in the religious statue manufacturing industry, specifically targeting financial operations in the entertainment sector with a focus on idol production.
1.2. Automates synchronization of invoicing, expense statements, and sales data from internal ERP, CRM, and financial apps.
1.3. Automates data validation, aggregation, profit-margin calculation, and compliance checks for multiplatform accounting.
1.4. Automator ensures automated delivery to key stakeholders via email, dashboard update, or cloud document sharing.

Trigger Conditions

2.1. Automates on a scheduled date and time, commonly set for the first business day of every month.
2.2. Triggered when sales/finance data for the month is fully uploaded to data warehouse.
2.3. Automate via manual trigger for ad-hoc reporting needs or when anomalies detected by financial anomaly detection automation.

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Data refresh schedule, Power BI REST API for report publishing, automated datasets refresh.
3.2. Google Data Studio
• Feature/Setting: Automated scheduled email delivery, Scheduled data connectors.
3.3. Salesforce
• Feature/Setting: Reports & Dashboards API, schedule automated report export.
3.4. QuickBooks Online
• Feature/Setting: Reports API endpoint for financial data extraction, automate with OAuth 2.0.
3.5. Xero
• Feature/Setting: Accounting API - Reports endpoint, automated refresh and extraction.
3.6. SAP S/4HANA
• Feature/Setting: API_BUSINESS_PARTNER for extracting financial, sales data; schedule jobs in SAP Fiori.
3.7. Oracle NetSuite
• Feature/Setting: SuiteAnalytics API, automate saved searches for monthly sales and profit.
3.8. Zoho Books
• Feature/Setting: Schedule automatic financial report delivery, Reports API.
3.9. HubSpot
• Feature/Setting: Analytics API, automated export of deal revenues.
3.10. FreshBooks
• Feature/Setting: Reports API automating monthly P&L export.
3.11. Stripe
• Feature/Setting: Balance & Reports API, automate automated financial statement access.
3.12. PayPal
• Feature/Setting: Reports Retrieval API, automate scheduled download of transaction reports.
3.13. Monday.com
• Feature/Setting: Board Views API, automated dashboard refresh for financial status.
3.14. Airtable
• Feature/Setting: Scheduled automations, Scripting Block for data aggregation.
3.15. Notion
• Feature/Setting: Notion API data sync, automate dashboards with financial summary pages.
3.16. Slack
• Feature/Setting: Automated scheduled reporting via Slack Incoming Webhooks.
3.17. Smartsheet
• Feature/Setting: Report Automation API, scheduled workflows.
3.18. AWS Lambda
• Feature/Setting: Automated serverless function for data aggregation, invoke monthly from CloudWatch.
3.19. Google Sheets
• Feature/Setting: Triggers and scripts (Apps Script), automate report creation and delivery.
3.20. Dropbox
• Feature/Setting: Dropbox API, automate report uploads for monthly access to finance folder.
3.21. SharePoint
• Feature/Setting: Automate Power Automate flows for report sharing within organization.

Benefits

4.1. Automates repetitive, time-consuming month-end financial tasks.
4.2. Ensures accuracy and compliance with automatable checks and validation steps.
4.3. Improves transparency with automatedly distributed reports to stakeholders.
4.4. Reduces manual errors and enables audit trails via automation.
4.5. Frees financial personnel for higher-level analysis and strategy by automating data consolidation and delivery.