Generate Monthly Financial Reports with Gemini AI, SQL and Outlook

Automate monthly business reporting — zero spreadsheets, zero stress!

This AI-powered automation takes care of your entire performance reporting workflow. From fetching data to generating polished, executive-ready dashboards, it runs like clockwork and delivers deep insights straight to your inbox — no manual input required.

Perfect for founders, finance teams, and operators who want to save time and impress stakeholders.

What it does:

📆 Triggers automatically on the 5th of every month
🗃️ Pulls financial data from SQL databases (ERPNext or others)
🔄 Analyzes each cost center and business unit individually
📈 Generates P&L, WIP, employee metrics, and vertical breakdowns
🧠 Uses Google Gemini 2.5 for smart financial analysis
💌 Sends a polished HTML dashboard via email
🔧 Easily swap in Google Sheets, Excel, or other APIs as your data source

✅ Setup guide & importable workflow included

Need help setting it up? We offer full configuration and testing for a one-time fee.