Money automation · Runs every month
Compare this month's finances with last month.
Changes in revenue, costs, and margin, explained using transactions. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Compare this month's finances with last month — Sep 1
Automation run • Sep 1
Compare this month's finances with last month
Output
Harbor & Pine's revenue is up $1,000, but operating margin is unchanged at 30%.
Compared Harbor & Pine’s Xero records for September 1, 2026 with August 1, 2026, both through 9:00 AM Portland time. Assumes accrual accounting and consistent transaction coding. These partial-day results do not establish a monthly trend.
| Measure | September | August | Change |
|---|---|---|---|
| Revenue | $6,000 | $5,000 | +$1,000 |
| Cost of sales | $2,400 | $2,000 | +$400 |
| Gross profit | $3,600 | $3,000 | +$600 |
| Operating costs | $1,800 | $1,500 | +$300 |
| Operating profit | $1,800 | $1,500 | +$300 |
Gross margin remains 60%. Invoice HP-1041 accounts for the additional $1,000 in revenue, with a matching $400 inventory-cost entry. A $300 warehouse expense accounts for the operating-cost increase. No other material changes were found.
Proposed co-founder message:
“Revenue and operating profit are both up 20% at the same cutoff. One additional invoice drove the increase. Its inventory cost and an additional warehouse expense leave operating margin unchanged at 30%. It is too early to infer a monthly trend.”
No mailbox draft was saved.
Automation steps. The agent follows these 4 steps each time it runs, using your connected accounting.
- 1
Compare this month so far with the same point last month using my accounting system.
- 2
Cover revenue, cost of sales, operating costs, and margin.
- 3
Explain significant changes using the underlying transactions.
- 4
Write a short explanation I could send to a co-founder.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Compare only completed days.
- Separate wholesale and retail revenue.
- Explain every change above $500.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your accounting without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your accounting. Connect Xero, Business Central, or QuickBooks to Fieldwork. The automation uses whichever you connect.
More automations for money.
Questions about this automation.
- How do I set it up?
- Connect Xero as your accounting system. Run it in chat or activate monthly reports for the 1st at 9 AM.
- Does it change transactions or send messages?
- It reads accounting records without changing them. The proposed co-founder message stays in the report.
- Can I change the comparison?
- Ask in chat for different cutoffs, categories, or significance thresholds.
- Where does the report arrive?
- Scheduled reports arrive by email with a link to the full conversation. If nothing needs attention, no email or push notification is sent.
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