Accounting, Reporting & Compliance AutomationPurpose
1.2. Automate reporting of daily gross sales, net sales, taxes, refunds, discounts, and payment types.
1.3. Automate data aggregation from all sales channels and generate standardized accounting reports.
1.4. Automate notification and escalation for mismatches and discrepancies in sales data.
1.5. Automate export and archiving of daily reports to secure internal or cloud-based accounting systems.
Trigger Conditions
2.2. Automate based on end-of-day POS closure.
2.3. Automate when all payment reconciliation entries are posted.
2.4. Automate upon uploading of closing sales files.
2.5. Automate on API trigger from the POS system's daily summary function.
Platform Variants
• Function: Use “Daily Sales Export API” to automate data extraction.
• Sample: Configure endpoint /reports/daily-sales with daily trigger.
3.2. Square POS
• Function: Automate “List Payments” and “List Refunds” API to consolidate sales.
• Sample: GET /v2/payments, GET /v2/refunds scheduled job.
3.3. Lightspeed
• Feature: "Sales Reporting API" automates daily sales pulls.
• Sample: GET /pos/reports/sales with date param auto-filled.
3.4. Revel Systems
• Feature: “Daily Summary Report API” automates report pulls.
• Sample: Set scheduled fetch of /api/daily-summary endpoint.
3.5. Xero
• Feature: “Accounting API” automates sales transaction posting.
• Sample: POST /invoices for daily sales batch.
3.6. QuickBooks Online
• Feature: “Sales Receipt API” automates entry of daily totals.
• Sample: POST /v3/company/SalesReceipt with summary data.
3.7. SAP Business One
• Feature: “DI API” automates journal entry creation.
• Sample: Execute InsertJournalEntry for daily reconciliation.
3.8. Zoho Books
• Feature: “Invoices API” and “Reports API” for daily automation.
• Sample: Schedule GET /reports/sales_summary for daily reporting.
3.9. FreshBooks
• Feature: “Invoice API” automates daily data import.
• Sample: Automate POST /invoices with daily summary entries.
3.10. Microsoft Excel Online
• Feature: “Office Scripts” & Power Automate for data collation.
• Sample: Automate script to update and reconcile daily sheets.
3.11. Google Sheets
• Feature: “Sheets API” automates reconciliation template updates.
• Sample: Automate POST /values:append for daily sales.
3.12. Oracle NetSuite
• Feature: “SuiteTalk API” automates sales data sync.
• Sample: Automate addList with sales summary daily record.
3.13. Stripe
• Feature: “Balance Transactions API” automates reconciliation with card payments.
• Sample: GET /v1/balance_transactions for daily settlement.
3.14. PayPal
• Feature: “Transactions Search API” automates daily transaction pulls.
• Sample: Automate GET /v1/reporting/transactions.
3.15. WooCommerce
• Feature: “Reports API” automates e-commerce sales summaries.
• Sample: Automate GET /reports/sales endpoint for summary.
3.16. Shopify
• Feature: “Orders API” automates store sales reporting.
• Sample: Automate GET /admin/api/2023-01/orders.json?status=any&created_at_min/today’s date.
3.17. Slack
• Feature: "Incoming Webhooks" automate report alerts and escalations.
• Sample: Automate POST message on detection of discrepancies.
3.18. Gmail/Outlook
• Feature: "SMTP/Send Mail API" automates forwarding daily reports to stakeholders.
• Sample: Automate sending PDFs and summaries to accounting@...
3.19. AWS S3
• Feature: “PutObject API” automates archiving of all reports to secure storage.
• Sample: Automate push of report files to /daily-reports/.
3.20. Dropbox
• Feature: “Upload API” automates upload and organization of daily reports.
• Sample: Automate /files/upload with date-stamped folders.
3.21. Airtable
• Feature: “Records API” automates storing and structuring reconciliation logs.
• Sample: Automate POST /v0/{baseId}/SalesReconciliation.
3.22. Jira
• Feature: “Issue creation API” automates flagging sales mismatches.
• Sample: Automate POST /rest/api/2/issue when discrepancies detected.
Benefits
4.2. Automates error detection, reducing costly accounting mistakes.
4.3. Automates universal reporting, ensuring compliance and audits are always ready.
4.4. Automates notifications, so managers react instantly to mismatches.
4.5. Automator improves data integrity and financial accuracy.
4.6. Automatable integrations support scalable business growth.
4.7. Automation minimizes labor dependence and increases reporting quality.
4.8. Automating archiving simplifies taxation and records-keeping.
4.9. Automates central dashboard updates with close-to-real-time sales data.
4.10. Automatedly enforces standardization across all business locations.