Automated Financial Report
Monthly P&L, cash flow, runway, and KPI presentations that rebuild themselves from a Google Sheet or your finance source. Set up once, get a fresh board-ready financial deck every month.
Free. No credit card. No trial.
What this report looks like
An automated financial report is a recurring presentation that pulls finance numbers from your source data — P&L, cash flow, runway, MRR, ARR, key KPIs — and rebuilds the deck on a fixed cadence without anyone touching it.
Most teams run this monthly for board updates and investor reports, or weekly for internal finance review. The slides update with new numbers automatically. The board folder link always shows the latest version.
Three ways this gets used
Concrete examples to picture before signing up.
Startup monthly board report
Founder spends a half-day every month rebuilding the financial section of the board deck — same KPI slides, different numbers. The board meeting is the next day.
An automated financial report pulls from the QuickBooks export sheet on the 1st of each month. The board folder link shows the deck the next day. Founder spends the saved hours on strategy, not slides.
Investor update
Quarterly investor update is overdue. Hand-formatting metrics into the standing template is the bottleneck.
A quarterly investor update report regenerates from the KPI sheet automatically. Founder reviews the deck, adds 2 paragraphs of narrative, sends. Goes out on time every quarter.
Weekly finance review
Finance lead manually rebuilds the weekly cash + runway slide every Friday before the leadership sync.
A weekly financial report regenerates from the finance dashboard URL every Friday at 3 PM. Leadership opens the same link, always sees the latest.
Set this up in three steps
Two minutes the first time. Zero minutes every time after.
Connect a data source
Point to a Google Sheet tab or paste any public URL.
Choose a cadence
Daily, weekly, monthly, or quarterly. Set the time and timezone.
Pick a theme + go
The report rebuilds itself on every run with the latest data. Pause or edit any time.
Common questions
What data sources work for an automated financial report?
Google Sheets (most common — export from QuickBooks, Xero, NetSuite, or hand-maintained), or any public URL containing the financial data (e.g., a Looker dashboard share link). The report rebuilds from whatever numbers the source has at run-time.
Are the financial numbers safe? Is the report public?
The generated report has a share URL but is private by default — only people you send the link to can view. You can also keep the report fully unshared if it's just for internal review.
Can the report include charts?
Yes. Charts render automatically from the source data — line charts for trends, bar charts for category comparisons. Each run regenerates the charts with the latest values.
How often should I run a financial report?
Monthly is most common (P&L, cash, runway). Weekly is good for early-stage startups watching burn closely. Quarterly is enough for stable mid-stage companies updating investors.
How much does it cost?
Free. Every feature on SlideMaker.app is free, including automated financial reports.
Other automated report templates
Same engine. Different reports. All free.
Set up your financial report in two minutes
Free. No credit card. No trial.
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