Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.
Shared setup templates — no tokens or secrets. Copy config into Scheduled reports and add your own credentials.
Personal access token + base/table IDs for monthly budget pulls.
1. Create a PAT with data.records:read 2. Copy base ID and table ID from the Airtable URL 3. Paste token when adding the connectionConfig template: {"baseId":"appXXXXXXXX","tableId":"tblXXXXXXXX"}
OAuth to a spreadsheet range for weekly ops KPIs.
Use Connect Google on Scheduled reports — authorize Sheets + optional Drive upload.Config template: {"spreadsheetId":"1abc...","rangeA1":"KPI!A1:Z500"}
Restricted API key for balance transaction export.
Create a restricted key with Balance transaction read. Set lookback days on the connection.Config template: {"lookbackDays":30}