Billing & PaymentsPurpose
1.2. The automation ensures management, accounting, and staff have consistent, timely access to end-of-day financials and operational metrics, reducing errors and improving audit-readiness.
1.3. Enables seamless integration with financial systems for compliance, forecasting, and automated reporting; automator tracks missed reconciliations and trends.
1.4. Supports multi-venue, staff shift management, and automated notifications in case of sales anomalies or payments discrepancies.
Trigger Conditions
2.2. Manual override by manager using a dashboard.
2.3. Automated trigger when last POS closes a transaction after closing time.
2.4. Data availability in POS, booking, or ERP system.
2.5. Automated retrigger in event of incomplete data.
Platform Variants and Configuration
• Feature/Setting: "Sales Summary Report" API — configure OAuth, report endpoint, set period as daily, select sales/transaction fields.
3.2. Shopify
• Feature/Setting: Admin API "Reports" endpoint, set scheduled fetch for orders/sales daily at close; automate CSV export.
3.3. QuickBooks Online
• Feature/Setting: Reports API, run "Sales by Day Summary," enable automated email recipients and webhooks.
3.4. Xero
• Feature/Setting: Accounting API, fetch "Sales Invoice Summary," automate scheduled data pull, JSON format output.
3.5. Toast POS
• Feature/Setting: Reporting API, configure daily "Net Sales Summary," automate email PDF/CSV to stakeholders.
3.6. Vend (Lightspeed Retail)
• Feature/Setting: Reporting API, automate scheduled "Sales Summary" endpoint access, export as CSV via secure webhook.
3.7. Clover
• Feature/Setting: Payments API and Orders API — automate filter by end-of-day, send summary via cloud email or push.
3.8. Stripe
• Feature/Setting: Charges API, automate query for all daily transactions, webhook to push totals.
3.9. PayPal
• Feature/Setting: Transactions API, retrieve daily statement, automate notification (email/SMS).
3.10. Microsoft Power Automate
• Feature/Setting: Scheduled Flow; automate pulling report from connected POS, format for executives.
3.11. Google Sheets
• Feature/Setting: Apps Script automation triggers at specific time, aggregates POS API data and emails as spreadsheet.
3.12. Zoho Books
• Feature/Setting: API "Reports" endpoint, automate fetch of sales data, auto-email or Slack notification.
3.13. FreshBooks
• Feature/Setting: Invoices API, automate scheduled summary, JSON or PDF report generation.
3.14. Oracle NetSuite
• Feature/Setting: SuiteTalk Reports API, automate "Sales Order Daily Recap," set up distribution list for automated emails.
3.15. Sage Intacct
• Feature/Setting: Automation API — schedule and automate "Daily Sales Summary" export.
3.16. MYOB
• Feature/Setting: Essentials API, automate end-of-day invoice total pull, email report option.
3.17. Slack
• Feature/Setting: Incoming Webhook, automate posting of sales summary to management channel.
3.18. Microsoft Teams
• Feature/Setting: Automated message by Teams bot using webhook from POS report.
3.19. Twilio SMS
• Feature/Setting: Programmable SMS API, automate summary SMS to management at close.
3.20. SendGrid
• Feature/Setting: Automated email campaign using SMTP API, send end-of-day sales summary to mailing list.
3.21. HubSpot
• Feature/Setting: Workflow automation, syncs end-of-day sales data to CRM contacts/deals.
3.22. Airtable
• Feature/Setting: Automation with API, appending daily records for reporting and trend analysis.
Benefits
4.2. Automatedly increases staff efficiency and time savings, reducing manual report creation workload.
4.3. Automation enables rapid daily insight for decision-makers, improving financial oversight.
4.4. Automated reporting creates documented audit trails for compliance.
4.5. Automator flexibly adapts to multi-location or franchise operations.
4.6. Automatable integrations allow custom alerting for discrepancies, boosting operational security.
4.7. Automated data delivery supports timely bank reconciliation and payment settlement verification.