Emailing automated reports to managers

I am using Reckon Accounts Hosted, I am looking for an integration options that can automate report updates and trigger automatic emails or workflows when data changes — my understanding is that this would require a third-party integration layer because Reckon doesn’t natively push automated emails on its own.

What would be the best practical solutions we could build on Reckon Accounts Hosted to automate report generation and delivery: Would you have any experience with software's or users? Or has anyone put this already in place?

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@PhuongDo could Beanwiz potentially be an option for the OP?

Hi Rav, would we be able to run automated reports with the Beanwiz?

See how you go with Phuong , Cosmic already uses the AI/ OCR automated technology

HI Cosmic, what application are you using, if I may ask ?

https://www.reckon.com/marketplace/add-on/cosmic-bills/

This app uses OCR /AI technology to AUTOMATE BILLS.

CosmicBills has Reckon Hosted user since 2018

What you require is high level automation using AI automated task etc,

Hi @AndrijanaJovic

I might have a solution that fits you. Can you email phuong@cactussoftware.com.au?

Thanks,

Phuong

Thanks Phuong, I will check it out.

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