Finance & Accountingfree

Automated Daily Cash Flow & Expense Report for Finance Professionals

by Oneclick AI SquadUpdated Aug 2026

Requires

Google Sheets

Email (SMTP)

Google DriveSlack

1/5

STEPS · 13

Runs on a schedule

On a daily schedule, compiles cash-flow data in Google Sheets, builds a PDF via PDFMonkey, saves to Drive, and reports via email and Slack.

Scheduled Sheets to Slack and Xero

On a schedule, reads Google Sheets, posts a summary to Slack, and creates records in Xero.

Daily, scans recent Shopify orders for refunds and logs them to a Sheet while alerting finance in Slack.

On a schedule, pulls QuickBooks sales, detects revenue anomalies, and sends professional alert emails via SMTP.