Integration with accounting systems

**1. Purpose**

1. Automate syncing sales, inventory, expenses, and revenue data between retail POS and accounting systems.

2. Automating daily journals, tax calculations, and supplier invoice reconciliation.

3. Ensures comprehensive real-time financial reporting and audit readiness.

4. Automates the creation of regulatory filings and compliance documentation.

5. Eliminates double-entry, reduces human error, and maintains data uniformity for aromatherapy retail operations.

**2. Trigger Conditions**

1. New sales transaction or order completion in POS.

2. Receipt of supplier invoice or credit note.

3. Entry/modification of expense in finance dashboard.

4. Daily/weekly scheduled sync for inventory and revenue data.

5. Automated trigger on detection of discrepancies or exceptions.

**3. Platform Variants**

**3.1. QuickBooks Online**

• API Endpoint: /v3/company/{companyId}/salesreceipt
  
• Automates sales receipt creation with synced sale details.
  

**3.2. Xero**

• Endpoint: /api.xro/2.0/Invoices
  
• Automates invoice and bill entry from POS, inventory, or suppliers.
  

**3.3. Sage Intacct**

• Service: create_invoice, create_glbatch
  
• Automates batch posting from daily retail transactions.
  

**3.4. FreshBooks**

• Feature: Automatic Expense Import API
  
• Automates recording POS-linked payments and vendor invoices.
  

**3.5. Zoho Books**

• API: /salesinvoices, /expenses
  
• Automates invoice generation and expense sync.
  

**3.6. MYOB**

• API Function: /Sale/Invoice/Item
  
• Automates posting aromatherapy product sales.
  

**3.7. Netsuite**

• Service: JournalEntry, Invoice Record Web Service
  
• Automates complex accounting, tax provisioning, and inventory sync.
  

**3.8. Wave Accounting**

• Endpoint: /businesses/{businessId}/invoices
  
• Automates pushing sales and payment data.
  

**3.9. Odoo**

• Endpoint: /api/account.move
  
• Automates double-entry bookkeeping and invoice reconciliation.
  

**3.10. SAP Business One**

• Service Layer: /Invoices, /JournalEntries
  
• Automates financial transactions and purchase logs.
  

**3.11. Microsoft Dynamics 365 Finance**

• Endpoint: /data/SalesOrderHeaders
  
• Automates synchronized sales order processing.
  

**3.12. KashFlow**

• Endpoint: /sales
  
• Automates new sales entries and integrates with payment processors.
  

**3.13. FreeAgent**

• API: /invoices, /expenses
  
• Automates aromatherapy supplies expense logging.
  

**3.14. Reckon One**

• Endpoint: /invoices, /payments
  
• Automates invoice and payment record posting.
  

**3.15. Bill.com**

• API: /invoices, /payments
  
• Automates vendor bill capture and payment scheduling.
  

**3.16. Paychex Flex**

• Endpoint: Payroll Journals
  
• Automates payroll cost entries for retail staff.
  

**3.17. Expensify**

• Endpoint: /api?command=CreateExpense
  
• Automates retail expense tracking and categorization.
  

**3.18. Gusto**

• API: /v1/payrolls
  
• Automates staff payroll transactions within accounting ledgers.
  

**3.19. Patriot Accounting**

• API: /transactions/invoices
  
• Automates invoice creation from aromatherapy product sales.
  

**3.20. QuickFile**

• API: /sales_invoice/create
  
• Automates sales order postings for quick reconciliation.
  

**4. Benefits**

1. Automates accounting workflows, thus boosting efficiency and reducing manual tasks.

2. Automatedly ensures accuracy and compliance in financial records.

3. Seamlessly automates integration, providing instant visibility into retail and finance KPIs.

4. Automator reduces overheads and empowers real-time data-driven decisions for aromatherapy supply stores.

5. Enables automatable audit trails and easy tax submission, minimizing risks and errors.