Your No-code and AI Automation Partner

Automate 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.

1
Real-Time Data Integration
Automatically integrate financial data in real-time, ensuring easy access to updated information.
2
Seamless Report Distribution
Effortlessly distribute reports to stakeholders via email or Slack, eliminating manual sharing.
3
Accurate 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.

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Pricing Plans

Our pricing plans

Choose a plan that is 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

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.