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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.”
Board-ready financial reports require significant data reshaping that transforms detailed transactions into executive summaries, variance analysis, and KPI dashboards. Manual reshaping processes risk calculation errors and consume hours before every board meeting.
Here’s how to automate the complete workflow from raw QuickBooks data to polished board presentations.
Automate multi-source data integration and reshaping using Coefficient
Coefficient provides comprehensive workflow automation that transforms raw QuickBooks financial data into executive-ready presentations. You can simultaneously pull from multiple data sources and apply complex transformations automatically.
How to make it work
Step 1. Set up multi-source QuickBooks data integration.
Configure imports from multiple QuickBooks sources including P&L reports, cash flow data, customer metrics from invoices, and budget information. Combine all relevant financial data into a comprehensive board view automatically.
Step 2. Apply automated data transformation and calculations.
Configure field renaming for executive terminology, automatic date filtering for current periods, and formula application for board metrics like margins, growth rates, and variance analysis. All transformations apply during each QuickBooks data refresh.
Step 3. Create dynamic period management and aggregation.
Set up automated date filtering that adjusts reporting periods dynamically. Generate current month, quarter, year-to-date figures, prior period comparisons, and rolling 12-month trends without manual date adjustments.
Step 4. Schedule complete workflow automation.
Configure the entire reshaping workflow to run automatically on your board meeting schedule. Whether monthly, quarterly, or custom timing, your board-ready reports generate automatically with current data, professional formatting, and accurate calculations.
Transform complex manual processes into automated precision
Automated workflow eliminates calculation errors while ensuring consistent, professional board report generation from your QuickBooks financial data. Automate your workflow and reclaim hours of preparation time.
