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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.”
Manual report generation creates bottlenecks and delays in executive financial reporting. You can automate the entire process by connecting QuickBooks data to executive dashboards that refresh on schedule without requiring system access.
Here’s how to set up automated financial reporting that keeps executives informed with current data while eliminating manual work.
Set up automated executive reporting using Coefficient
Coefficient solves QuickBooks’ automation limitations by scheduling regular data refreshes to executive dashboards. Instead of manually generating and distributing reports, QuickBooks data flows automatically to shared spreadsheets where executives can access current financial information through QuickBooks familiar interfaces.
How to make it work
Step 1. Import key financial reports using “From QuickBooks Report” method.
Connect Balance Sheet, Profit & Loss, and Cash Flow reports to your executive dashboard. These core financial statements provide the foundation for comprehensive executive oversight.
Step 2. Configure automated refresh schedules based on executive needs.
Set daily refreshes for cash flow monitoring, weekly updates for P&L and operational metrics, and monthly refreshes for balance sheet and strategic planning data. Match the schedule to how executives use the information.
Step 3. Set timezone-based scheduling for executive review times.
Schedule updates to complete before executives typically review financial data. Morning updates ensure current information is available when leaders start their day.
Step 4. Create executive-focused summary dashboards.
Combine multiple QuickBooks reports in single views tailored for C-suite consumption. Filter out detailed account information and focus on high-level trends and key performance indicators.
Step 5. Enable mobile-friendly spreadsheet access.
Executives can review updated financial data on any device through spreadsheet apps. The automated updates ensure they always see current information regardless of when or where they access it.
Eliminate manual reporting bottlenecks
Automated financial reporting keeps executives informed with current data while freeing your team from repetitive manual tasks. Start automating your executive reporting workflow today.
