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Your No-code and AI Automation PartnerAutomate Financial Reports with QuickBooks
Streamline your financial reporting by automating data extraction from QuickBooks into Google Sheets and distribute reports to stakeholders with ease. Save time and reduce errors by automating monthly and quarterly financial reports.
Trigger a Scheduled Report Generation
1. Scheduled Monthly Trigger
Set a monthly trigger for report generation.
Fetch Financial Data
2. Extract Profit Loss Data
Automate data extraction from QuickBooks.
Append Data to Spreadsheet
3. Populate Google Sheet
Add fetched data into a prepared spreadsheet.
Email Report to Stakeholders
4. Send Report via Email
Distribute report to executives through email.
Notify Team in Slack
5. Slack Report Summary
Post summary report highlights in Slack.
Archive Report in Cloud
6. Save Report to Cloud
Archive report in cloud storage for audit.
- Repeat -
Automation Benefits
Benefits of Automation
Automating your financial reporting provides multiple business advantages, making operations more efficient and effective.
Time Efficiency
Significantly reduce manual effort by automating report generation.
Data Consistency
Maintain accurate and consistent data in reports, minimizing errors.
Scalable Solutions
Adaptable to business growth and increased reporting needs.
Improved Collaboration
Facilitate teamwork with easy-to-share automated reports.
Enhanced Security
Automated archiving ensures report security and accessibility.
Cost-Effectiveness
Reduces labor costs associated with manual report creation.
Features
Key Features
Discover the essential features of automating your financial reporting process with our solution.
- 1Real-Time Data Integration
Automatically integrate financial data in real-time, ensuring easy access to updated information.
- 2Seamless Report Distribution
Effortlessly distribute reports to stakeholders via email or Slack, eliminating manual sharing.
- 3Accurate Financial Insights
Gain analytical insights with error-free, automated report generation.
Outcomes
Expected Outcomes
See the transformative impact on your business by automating financial reporting.
70%
Reduced Reporting Time
95%
Increased Report Accuracy
50+ hours saved
Enhanced Team Efficiency
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FAQ
Automation FAQ
Find answers to common questions about automating financial reporting.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.