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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Monthly executive financial reporting shouldn’t require hours of manual data extraction, formatting, and distribution work. Automated workflows streamline the entire process from QuickBooks data access to executive-ready report delivery.
Here’s how to transform manual monthly financial reporting into a streamlined, consistent process that delivers executive-ready reports automatically.
Automate executive financial reporting using Coefficient
Coefficient provides comprehensive automation for monthly executive financial reporting by streamlining QuickBooks data access, formatting, and distribution. Create automated workflows that deliver professional executive reports without manual intervention.
How to make it work
Step 1. Automate core financial report creation.
Set up automated imports for essential executive reports: Balance Sheet, Profit & Loss, Cash Flow Statement, and A/R/A/P Aging reports using Coefficient’s “From QuickBooks Report” method. Configure monthly refresh scheduling to automatically update reports before executive review cycles. Use dynamic date-logic filters to automatically capture current month, quarter, and year-to-date figures without manual date adjustments.
Step 2. Create executive-focused data views.
Use the Objects & Fields import method to build custom executive summaries pulling key metrics from multiple QuickBooks objects (Customers, Invoices, Vendors, Bills). Apply filtering imports to focus on executive-relevant accounts, departments, or business units. Set up automatic data sorting to present information in logical executive review order.
Step 3. Streamline report formatting and distribution.
Create reusable import mappings that maintain consistent monthly report structure and professional formatting. Use Google Sheets integration to automatically generate charts, variance analysis, and KPI tracking for executive consumption. Set up automated refresh timing aligned with monthly close processes and executive meeting schedules.
Step 4. Add advanced executive reporting features.
Configure multiple report views within single spreadsheets (summary dashboards, detailed breakdowns, trend analysis). Use Coefficient’s comprehensive object access to create custom executive metrics not available in standard QuickBooks reports. Implement automated calculations for executive KPIs like cash conversion cycles, DSO, and profitability analysis.
Step 5. Execute your automated monthly workflow.
Coefficient automatically refreshes all QuickBooks financial data on scheduled basis. Executive report templates populate with current month data and calculations. Automated formatting and variance analysis update without manual intervention. Reports are ready for executive review and board presentation.
Deliver executive reports automatically
Automated monthly financial reporting transforms manual processes into streamlined, consistent workflows that deliver executive-ready reports without manual intervention. Start automating your executive reporting process today.
