From 15 Hours to 2: Automating Financial Reports
How a marketing agency uses AI to generate weekly financial reports automatically from QuickBooks data.
Results at a Glance:
- • 87% time reduction (15 hours → 2 hours per week)
- • $18,000 annual labor cost savings
- • 100% on-time report delivery
- • Zero manual data entry errors
- • 3-week implementation timeline
The Company
Apex Marketing is a Toronto-based digital marketing agency with 25 employees managing 40+ client accounts. They needed weekly financial reports combining data from QuickBooks, Google Ads, Facebook Ads, and their project management system.
The Manual Process (Before)
Every Friday afternoon, the operations manager spent 3-4 hours creating reports:
- Export data from QuickBooks (invoices, expenses, payments)
- Download ad spend from Google Ads and Facebook
- Pull project hours from Monday.com
- Manually combine everything in Excel
- Create charts and summaries
- Format and distribute reports to stakeholders
The Pain Points:
- • 15 hours per week of manual work
- • Frequent copy-paste errors
- • Reports often delayed if manager was sick/busy
- • No time for deeper analysis
- • Inconsistent formatting
The Automated Solution
We built an automated reporting pipeline that:
- Connects directly to QuickBooks, Google Ads, Facebook, and Monday.com APIs
- Pulls data automatically every Monday morning at 6 AM
- Uses AI to categorize expenses and identify anomalies
- Generates formatted reports in Google Sheets and PDF
- Emails reports to stakeholders automatically
- Creates visual dashboards for real-time tracking
This is a Case Study Preview
The full case study will include:
- Detailed before/after workflow diagrams
- Technical architecture and tools used
- Complete ROI breakdown with implementation costs
- Screenshots of the automated reports
- Integration code examples
- Lessons learned and pitfalls to avoid
- How to replicate this for your business
"We automated the entire reporting pipeline. Now reports generate automatically every Monday morning with all our KPIs updated. Our team focuses on strategy instead of spreadsheet wrangling."
— David Chen, COO at Apex Marketing
Want to Automate Your Financial Reports?
We build custom reporting automation for Canadian businesses. From QuickBooks to custom dashboards, we handle the entire integration process.