Automate Monthly Finance Report: Merge Sales & Invoices

Introduction

Create a single, ready-to-share monthly finance report without manual copy-paste. Save time and reduce errors by merging your sales and invoice spreadsheets automatically. ✅

Trigger Event

Runs automatically on the first working day of each month.

Actions

• The workflow determines the report month (using the previous month when triggered in January, so your naming stays consistent).
• It searches Google Drive for two files named with that month, for example: “Sales_12” and “Invoices_12”.
• Each file is shared via a link so the merger tool can access them.
• Both Excel files are merged into a single workbook using Plumsail Documents.
• The combined file is saved back to Google Drive as “Finance_Report_<month>”.

Benefits

• ✔️ No manual merging or copy-paste across spreadsheets
• ✔️ Fewer mistakes from version mix-ups or missing tabs
• ✔️ A single, consistent report file saved in Drive every month
• ✔️ Faster month-end close and easier sharing with stakeholders