Automated Financial Report Generator
Generate a complete management financial report — P&L, cash flow, KPIs, and AI narrative — automatically at month-end.
Month-End Schedule
First business day, 7 AM
Pull Financial Data
QuickBooks / Xero API
Calculate KPIs
Margin, burn, growth, variance to budget
Write Narrative
GPT-4o-mini explains the numbers
Deliver Report
Email to leadership + Sheets archive
Trigger
Month-End Schedule
First business day, 7 AM
Action
Pull Financial Data
QuickBooks / Xero API
Action
Calculate KPIs
Margin, burn, growth, variance to budget
AI
Write Narrative
GPT-4o-mini explains the numbers
Output
Deliver Report
Email to leadership + Sheets archive
Monthly financial reporting takes finance teams 3–5 days of data pulling, formatting, and writing narrative. This workflow automates the full process: on the first business day of each month, it pulls P&L, balance sheet, and cash flow data from QuickBooks or Xero, calculates key KPIs (gross margin, burn rate, revenue growth MoM/YoY, COGS ratio), compares to budget and prior period, and sends it all to GPT-4o-mini which writes a complete executive narrative — what improved, what declined, root causes, and recommended actions. The formatted report (with charts via Google Sheets/Looker Studio) is emailed to leadership by 10 AM on day 1.
- Complete management report on day 1 of the month — no 5-day delay
- AI narrative explains the numbers in plain English — no finance translation needed
- Budget vs. actual variance analysis done automatically
- Historical data archive enables trend analysis across months
- Finance team time freed for analysis and business partnering, not report assembly
CFOs, finance managers, and business owners at companies with $500K–$50M revenue who produce monthly management accounts and want to compress the reporting cycle from days to hours.
Template
$89
One-time · you import & run it
- n8n workflow JSON file
- Setup documentation
- Video walkthrough
- Free bonus workflow included
Done for you
from $999
I configure & install it on your accounts
- Set up on your own accounts
- Configured for your business
- Video walkthrough + written docs
- 30-day support after go-live
Want this running on your accounts?
Book a free 20-minute audit — complete the call and the full gift bundle is yours, whether or not we work together. Or grab the template and self-install.
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