Automated financial summary emails to management

Purpose

1.1. Deliver timely, automated financial summaries (P&L, revenue, COGS, expenses, daily sales, cash flow, labor costs) to Alsace restaurant management for improved oversight, regulatory compliance, and operational efficiency.
1.2. Ensure stakeholders receive actionable insights without manual intervention; summaries customized by day, week, or month, including charts and key KPIs relevant to Alsatian cuisine operations.
1.3. Consolidate reporting from POS, accounting, inventory, and payroll sources for a holistic financial overview tailored for restaurant management.

Trigger Conditions

2.1. Scheduled: Specific times (e.g., end of day, week, or month).
2.2. Threshold: When revenue hits a target or expense exceeds budget.
2.3. Event: Closure of accounting period or POS batch close.

Platform Variants

3.1. QuickBooks Online
• Function: Reports API – `GET /reports/ProfitAndLoss` for automated P&L statements.
3.2. Xero
• Feature: Accounting API – `GET /reports/ProfitAndLoss` to pull current financial data.
3.3. Square
• API: `GET /v2/reports` for daily sales summaries and payment breakdowns.
3.4. Toast POS
• Data Export: API endpoint for sales and labor summary reports daily.
3.5. Lightspeed
• Function: Reports API – fetches sales and COGS statements for processing.
3.6. Shopify POS
• Admin API: `GET /admin/api/{version}/reports.json`, fetch financial report data.
3.7. Gusto
• Endpoint: Payroll reports API – fetch payroll costs for reporting inclusion.
3.8. Sage Business Cloud
• API: `GET /reports/financials` launches on schedule, fetches latest figures.
3.9. Zoho Books
• API: `GET /profitandloss` pulls profit and loss data for summary assembly.
3.10. FreshBooks
• Reports Endpoint: Retrieve and automate sending of financial summary PDFs.
3.11. Microsoft Power Automate
• Flow: Configured to trigger on schedule, pulls data, generates email, and dispatches.
3.12. Google Sheets
• Apps Script Trigger: Scheduled script compiles and emails report extracts.
3.13. Smartsheet
• Workflow: Automated lookup and email of financial summaries when sheet updated.
3.14. Tableau Online
• Feature: Scheduled extract refresh and report delivery to stakeholder emails.
3.15. Looker Studio
• Scheduled Reports: Configured to email dashboards to specified management list.
3.16. NetSuite
• SuiteScript: Triggers scheduled saved search; sends results by email.
3.17. SAP Business One
• Scheduled Jobs: Automatic financial report generation and email via job scheduler.
3.18. Oracle Fusion Cloud
• BI Publisher: Configured burst reports email to executive inboxes on schedule.
3.19. Mailgun
• API: `POST /messages` used to programmatically send compiled financial summary emails.
3.20. SendGrid
• Feature: Transactional Email API – automate dispatch of summary emails with attachments.
3.21. Outlook 365
• Automated Flow: Triggered email sends using Graph API after prep in Excel Online.
3.22. Slack
• Webhook: Posts summary PDF or table to dedicated management channel after report compiled.

Benefits

4.1. Eliminates manual work, saving staff hours on recurring report tasks.
4.2. Improves timeliness and accuracy of financial insights for better decision-making.
4.3. Enhances transparency and accountability with audit-ready delivery logs.
4.4. Customizable frequency and content for fast adaptation to business and regulatory needs.
4.5. Strengthens data-driven management culture in Alsatian cuisine operations.