Financial reporting dashboards

Purpose

1.1. Automate the aggregation, calculation, and visualization of financial transactions, invoice statuses, and payment flows for impermeabilization service providers.
1.2. Enable automated financial oversight for construction companies to monitor profitability, client payments, receivables, overdue bills, and forecasted cashflow.
1.3. Centralize automated data from sales, billing, vendor expenses, tax calculations, and project-specific financials into interactive dashboards.
1.4. Automate reporting distribution to internal and external stakeholders, reducing manual compilation errors and delays.

Trigger Conditions

2.1. New invoice generated or payment received in the accounting software.
2.2. Scheduled time-based triggers (e.g., end of week/month/quarter/financial year).
2.3. Status update on customer payment, settlement, or disputed invoice.
2.4. Data entry or transaction posted in ERP or CRM systems.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Automate pulling of the "Invoices" and "Payments" endpoints via API; configure webhook to trigger report refresh on invoice creation.
3.2. Xero
• Feature/Setting: Automate extraction of transactional data with the "Reports API" and "Bank Transactions" endpoints.
3.3. FreshBooks
• Feature/Setting: Use "Accounting API" automate retrieval of client payments and outstanding balances; trigger on invoice updates.
3.4. Zoho Books
• Feature/Setting: Automate "Get Invoices" and "List Payments" API calls for dashboard updates upon transaction events.
3.5. SAP Business One
• Feature/Setting: Automate OData Service query for A/R Invoice and Payment data; triggers on Journal Entries.
3.6. Oracle NetSuite
• Feature/Setting: Automate Saved Search for "Invoice" and "Customer Payment" objects; update dashboards with SuiteAnalytics Connect.
3.7. Microsoft Dynamics 365 Business Central
• Feature/Setting: Automate API call for "Customer Ledger Entries"; refresh Power BI dashboard on transaction post.
3.8. Sage Intacct
• Feature/Setting: Automate data sync from "General Ledger" and "Accounts Receivable" via platform API.
3.9. Google Sheets
• Feature/Setting: Automate Google Apps Script to refresh dashboard with data from cloud accounting systems.
3.10. Airtable
• Feature/Setting: Automate sync from accounting tools via "Automations" or API pull for financial records.
3.11. Power BI
• Feature/Setting: Automate dataset refresh scheduling with DirectQuery/REST API source triggers.
3.12. Tableau
• Feature/Setting: Automate dashboard updates using Tableau Prep and Web Data Connectors with extract scheduling.
3.13. Looker Studio (Google Data Studio)
• Feature/Setting: Automate connector setups for cloud accounting data feeds; schedule report email delivery.
3.14. Salesforce
• Feature/Setting: Automate pulling "Opportunities" and custom billing objects for unified financial reporting.
3.15. Stripe
• Feature/Setting: Automate "Balance Transactions" API for payment status tracking; webhook for successful payment events.
3.16. PayPal
• Feature/Setting: Automate "List Transactions" API for capturing payment info; trigger on transaction settlements.
3.17. Wise (ex-TransferWise)
• Feature/Setting: Automate pulling statement and transaction data via API for dashboard consolidation.
3.18. Bill.com
• Feature/Setting: Automate "Get Payments" API for A/P and A/R cycle reporting; webhook for bill payment confirmations.
3.19. Square
• Feature/Setting: Automate event-based triggers for Sales and Payments API; update dashboard on every transaction.
3.20. Plaid
• Feature/Setting: Automate financial account aggregation; schedule refresh for bank transaction feeds.
3.21. Monday.com
• Feature/Setting: Automate board integration for financial tracking and instant chart generation from invoices.

Benefits

4.1. Automatedly centralizes multi-platform billing and payments data into real-time dashboards.
4.2. Automates reduction in manual data consolidation, increasing accuracy and saving staff hours.
4.3. Enables automated revenue leakage detection and actionable insights for project-based impermeabilization billing.
4.4. Drives automatable compliance monitoring by standardizing financial data extraction and visualization.
4.5. Facilitates automated forecasting for business planning and cashflow management across waterproofing projects.
4.6. Supports automating client communication on payment status with scheduled, data-driven dashboard snapshots.
4.7. Empowers deeper analytical automation for decision-makers, boosting profitability and business scale.