Financial Reporting and Invoice Management

Project Task Completion: Task or hours logged in Trello/Jira updates the central tracking in Google Sheets. End-of-Month Trigger: Automation in

Make.com

or Zapier calculates billable amounts. Invoice Creation: Generates and sends invoices in QuickBooks or Xero. Client Notifications: Twilio SMS and Mailchimp email summary notify the client. Financial Reporting: Generates real-time reports, optionally analyzed with AI for insights.