Finance & Reporting Automation**Purpose**
1.2. Automate data collection from POS, eCommerce, payment systems, and inventory solutions, consolidate key KPIs, and distribute insights to finance, management, and floor teams.
1.3. Automating reporting ensures accurate reconciliation, uncovers trends in lighting fixture sales, and supports timely interventions on low inventory or performance dips.
**Trigger Conditions**
2.2. New sales data entered or inventory change event detected.
2.3. Month-end or financial timeframe closure.
2.4. Manual trigger by store manager or finance officer needing an ad-hoc automated report.
**Platform Variants**
• Feature/Setting: Use "Schedule — Recurrence" to periodically automate report creation from Excel Online and send via Outlook email.
3.2. Zapier
• Feature/Setting: Automate data pulling from Shopify (New Order trigger) and formatted Google Sheets reporting, then automatedly email via Gmail.
3.3. Google Apps Script
• Feature/Setting: Set time-driven triggers on Google Sheets to automate report generation and use MailApp.sendEmail for automated distribution.
3.4. Salesforce
• Feature/Setting: Use "Scheduled Reports" functionality to automate weekly report runs on sales opportunities and automatedly send as PDF.
3.5. Klipfolio
• Feature/Setting: Connect to QuickBooks and Shopify APIs, automate dashboard updates, and scheduled email pushes.
3.6. Looker (Google Looker Studio)
• Feature/Setting: Automate report refresh via BigQuery, scheduling weekly email sharing to stakeholders.
3.7. AWS Lambda
• Feature/Setting: Scheduled CloudWatch event runs Python script to automate data aggregation from DynamoDB and automated S3 report export.
3.8. Tableau
• Feature/Setting: Use "Subscriptions" to automatedly email updated performance dashboards at set intervals.
3.9. QuickBooks Online API
• Feature/Setting: Automate scheduled data extraction (Sales endpoint) and export as a CSV file.
3.10. Shopify Admin API
• Feature/Setting: Scheduler triggers GET requests on Orders API, automates report dataset compilation.
3.11. HubSpot
• Feature/Setting: Workflow automates fetching deal properties weekly and auto-sends a report summary to CRM users.
3.12. Xero Accounting
• Feature/Setting: Schedule automated report generation on sales invoices and profit and loss, then trigger email delivery.
3.13. Pabbly Connect
• Feature/Setting: Timer trigger automatedly gathers WooCommerce sales data, formats summary, and sends via email.
3.14. Integromat (Make)
• Feature/Setting: Scenario automates the gathering of Lightspeed POS transactions, Google Sheets aggregation, and Gmail delivery.
3.15. Oracle NetSuite
• Feature/Setting: Scheduled Saved Searches automate daily sales and inventory performance export, automated email distribution.
3.16. Monday.com
• Feature/Setting: Automate dashboard export using Board View, schedule sending of report snapshots.
3.17. Slack
• Feature/Setting: Slackbot automates sending summarized daily sales numbers from integrated POS via scheduled messages.
3.18. Trello
• Feature/Setting: Power-Up automates posting weekly KPIs and sales metrics as Trello cards for the finance team.
3.19. WooCommerce REST API
• Feature/Setting: Cron task triggers GET orders endpoint, automates aggregation in Excel, sends summary via Outlook.
3.20. Google Data Studio
• Feature/Setting: Scheduled email delivery automates periodic sharing of lighting store performance dashboards.
**Benefits**
4.2. Automatedly ensures leadership, finance, and operations teams have up-to-date, actionable performance data.
4.3. Automating data aggregation from multiple sources provides holistic insights and tailored KPI tracking.
4.4. Supports proactive stock, revenue, and sales management for all lighting fixture categories via automated notifications.
4.5. Enhances efficiency, transparency, and consistency using automation, enabling better business planning and growth.