Accounting & ReportingPurpose
1. Automate daily extraction, aggregation, formatting, and delivery of sales performance data.
2. Ensure timely and consistent dissemination to managers, accountants, and owners.
3. Eliminate manual compilation from POS, reservations, and payment systems.
4. Improve accuracy for Alsace menu items and multi-location sales.
5. Facilitate compliance and insight reporting for the Alsatian Cuisine segment.
Trigger Conditions
1. Scheduled daily at a predefined time (e.g., post-closing or early morning).
2. Completion of daily sales closure in POS.
3. Receipt of end-of-day data sync event from each restaurant outlet.
4. On-demand trigger via secure dashboard button accessed by finance department.
Platform variants
1. Square POS
- Feature/Setting: Daily Sales API – Configure scheduled 'List Payments' API and summary endpoint, filter by date, fetch sales totals.
2. Lightspeed Restaurant
- Feature/Setting: Reports API – Schedule 'Get Daily Report' to grab itemized sales and payment breakdown.
3. Revel Systems
- Feature/Setting: Reporting API – Create recurring job for 'Daily Sales Summary'.
4. Toast POS
- Feature/Setting: 'Net Sales Report' via Reports API – Scheduled pull of yesterday’s sales and tips.
5. Oracle MICROS
- Feature/Setting: 'OPERA Cloud API' – Automate 'Sales Summary' extraction for all terminals.
6. Shopify POS
- Feature/Setting: Admin API – Scheduled 'orders.json' fetch with date filter.
7. Vend (Now Lightspeed Retail)
- Feature/Setting: 'Sales Report API' – Set daily trigger to pull last day’s sales.
8. QuickBooks Online
- Feature/Setting: 'Report API endpoint' – Schedule 'Profit and Loss' or 'Sales by Product/Service Summary' with specific Alsatian Cuisine SKUs.
9. Xero
- Feature/Setting: Reports API – Automate 'Sales by Item' and 'Account Transactions' for daily interval.
10. Sage Business Cloud
- Feature/Setting: Sage API – Configure to extract 'Daily Sales' and email/export section.
11. Google Sheets
- Feature/Setting: Sheets API – Auto-append or overwrite daily sheet tab with JSON sales data.
12. Microsoft Excel Online
- Feature/Setting: Graph API – Automate update of ‘Daily Sales’ worksheet.
13. Slack
- Feature/Setting: Incoming Webhook – Configure channel to receive formatted sales summary message.
14. Microsoft Teams
- Feature/Setting: Adaptive Card Post – Schedule jSON post to team’s accounting channel.
15. Gmail
- Feature/Setting: Gmail API – Automate distribution of PDF/CSV report to accounting and management groups.
16. Outlook/Office365
- Feature/Setting: Graph Mail Send API – Attach daily report as file and send to recipients.
17. SendGrid
- Feature/Setting: 'Mail Send' API – Configure custom email template and attach sales report.
18. Dropbox
- Feature/Setting: 'Files Upload' endpoint – Archive daily report in designated folder, with date as filename.
19. Google Drive
- Feature/Setting: Drive API – Save sales report PDF/CSV in shared cloud location named for each restaurant.
20. AWS S3
- Feature/Setting: S3 PutObject – Store per-day sales data for compliance archiving.
21. Zapier
- Feature/Setting: Multi-step Zap – Chain triggers for POS, email, cloud storage, and Slack/Teams distribution.
22. OneDrive
- Feature/Setting: Files API – Automate upload of daily file to designated accounting folder.
Benefits
1. Improved data accuracy, eliminating manual entry errors.
2. Daily visibility for management, enabling fast response to trends.
3. Reduced clerical workload for accountants.
4. Full audit trail for compliance and analysis.
5. Automated multi-channel delivery: email, chat, and secure storage.
6. Centralized reporting for multiple restaurant locations under Alsace management.
7. Rapid onboarding for new branches via templated connection setup.
8. Secure, encrypted distribution and retention policies enforced.
9. Scalability for holiday or high-traffic sales volume.
10. Flexible to integrate with future Finance/ERP expansion.