毎月初めにfreee会計で先月の損益計算書を取得し、AIで分析してGoogle スプレッドシートで帳票を発行する

  1. Apps
  2. freee Accounting
  3. 毎月初めにfreee会計で先月の損益計算書を取得し、AIで分析してGoogle スプレッドシートで帳票を発行する
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■概要

「毎月初めにfreee会計で先月の損益計算書を取得し、AIで分析してGoogle スプレッドシートで帳票を発行する」ワークフローは、会計 ai を活用しながら月次レポート作成をまるごと自動化する業務ワークフローです。
手作業でのデータ抽出や分析、帳票作成を減らし、経理担当者の負担をぐっと軽くします。

‍

■このテンプレートをおすすめする方

  • freee会計を利用しているものの、毎月の損益計算書取得から集計、帳票化まで手作業で行っている経理担当者の方
  • 「会計 ai」を取り入れて、定型作業の効率化やヒューマンエラーの削減に取り組みたい方
  • 月次レポート作成にかかる時間を短縮し、本来の業務や経営判断に集中したいマネージャーの方
  • Google スプレッドシートでの帳票発行や共有に手間を感じているチームリーダーの方

‍

■このテンプレートを使うメリット

  • 月初のレポート作成を自動化し、手入力によるミスを大幅に抑制
  • AI分析で損益の傾向や課題を瞬時に可視化、適切な経営判断をサポート
  • Google スプレッドシートに帳票をそのまま発行・共有でき、関係者への通知も自動化
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Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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