Make · Case Study
Reports That Are Never Behind
The problem
The finance team was entering data by hand, and reports were always behind reality. By the time numbers reached the people who needed them, they were stale.
Who this is for
Agencies, accounting practices, and service businesses where the monthly report is a manual build across Xero and Sheets. Pays off when decisions are being made on numbers that are already weeks old.
What I built
A reporting pipeline in Make, built with accounting-level care for the numbers:
- Pulls financial data directly from the Xero API
- Iterators and router logic process every record type correctly
- Google Sheets reconciliation keeps the numbers verifiable
- Reports upload to Asana where the team already works
Demonstration outcome
Demonstration disclosure: this is a portfolio build. The workflow behavior described here is not a measured client business result.
Financial reporting fully automated. Zero manual data entry, and reports stay synced in real time.
Practical guides
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