Overview
The Google Sheets Financial Reporting Integration provides a real-time financial overview for companies managing multiple contracts and team members. By consolidating earnings and expenses into a single report, it streamlines accounting processes and enhances financial transparency.
Problem Statement
The client lacked a real-time financial reporting system. They were unable to view contract-wise earnings and member-wise expenses in one place. This fragmented approach made it difficult to track monthly and yearly finances and share a unified report with their accountant.
Solution
We built a custom financial integration system that solved the following:
- Live Google Sheet Integration: Backend data—covering earnings, expenses, contracts, and members—was synced live to Google Sheets for always up-to-date reporting.
- Contract-Level Breakdown: Each contract’s financials (incoming/outgoing) were itemized for detailed review.
- Member-Wise Reporting: Team member payments and earnings were clearly segmented, supporting internal audits.
- Time-Based Aggregation: Auto-calculated monthly and yearly summaries made it easy to prepare reports for accounting and tax filings.
Impact
- 📊 Single-Source Financial Report – Enabled accountant-ready exports with zero manual effort.
- ⏱️ Time Saved – Reduced financial report preparation time by 80%.
- 📁 Improved Transparency – Stakeholders gained visibility into real-time finances.