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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.”
QuickBooks lacks built-in email automation for external stakeholders, making it impossible to send automated revenue and burn rate reports to investors. You’re stuck manually exporting data, calculating metrics, and formatting reports every month.
Here’s how to create hands-off investor reporting workflows that automatically email updated financial metrics without any manual intervention.
Combine automated QuickBooks data export with Google Sheets email scheduling using Coefficient
Coefficient enables automated QuickBooks metrics export combined with Google Sheets’ native email scheduling to create streamlined investor reporting workflows. This integration addresses QuickBooks’ limitation of requiring manual data exports for external reporting.
How to make it work
Step 1. Import revenue data with automated refresh scheduling.
Use Coefficient to pull QuickBooks Profit & Loss reports automatically, capturing monthly revenue figures with scheduled daily or weekly refreshes. This ensures data accuracy for your growth calculations without manual exports from QuickBooks.
Step 2. Calculate growth metrics using live QuickBooks data.
Build formulas in Google Sheets to compute month-over-month revenue growth percentages and burn rate calculations. Since Coefficient maintains the data connection, these calculations update automatically when new QuickBooks data comes in.
Step 3. Set up burn rate tracking with multiple data sources.
Import QuickBooks Transaction Lists and Cash Flow reports to calculate monthly burn rates. Coefficient’s filtering capabilities allow you to focus on specific expense categories or date ranges for precise burn rate metrics that exclude one-time expenses.
Step 4. Automate email delivery using Google Sheets scheduling.
Leverage Google Sheets’ built-in email scheduling features to send PDF snapshots or shared links of your dashboard to investors monthly. The underlying QuickBooks data stays current through Coefficient’s automated refresh, so your emails always contain up-to-date information.
Step 5. Create investor-ready formatting that updates automatically.
Design clean, professional layouts in Google Sheets that automatically populate with fresh QuickBooks financial data. This eliminates the manual formatting typically required for monthly investor updates while maintaining a consistent, professional appearance.
Transform your investor communication workflow
This solution addresses QuickBooks’ limitation of requiring manual data exports while providing the automation needed for consistent investor communication. Start building your automated reporting workflow today.
