Finance and Administration**Purpose**
1.2. Automates aggregation from POS, accounting, bank, inventory, and payroll data sources for unified financial visibility.
1.3. Enables automating data normalization, transformation, and syncing with financial dashboards to support swift managerial decision-making and compliance/internal reporting.
1.4. Automator handles recurring uploads, cross-source validation, automated threshold alerting, and historical comparisons without manual intervention.
**Trigger Conditions**
2.2. New entry or update in POS or accounting system triggers automating flow.
2.3. Receipt of new bank statement or payroll data file triggers automation sequence.
2.4. Reaching pre-set thresholds (margin drop, expense spike) fires automated alert flow.
**Platform Variants**
3.1. **QuickBooks Online**
• Feature/Setting: Reports API — Automate fetching balance, cash flow, and P&L data with scheduled export tasks.
3.2. **Xero**
• Feature/Setting: Accounting API — Automates syncing of invoices, expenses, and dated financial records on schedule.
3.3. **SAP Business One**
• Feature/Setting: DI API — Automate real-time data extraction from financial ledger to dashboard data lake.
3.4. **Oracle NetSuite**
• Feature/Setting: SuiteAnalytics API — Automated KPI SQL queries for syncing cash flow and profitability metrics.
3.5. **Microsoft Power BI**
• Feature/Setting: REST API Push Datasets — Automates pushing KPI metrics for immediate dashboard refresh.
3.6. **Google Data Studio**
• Feature/Setting: Data Connector APIs — Automatedly updates blended data from accounting, POS, and CRM.
3.7. **Tableau**
• Feature/Setting: Hyper API & Web Data Connector — Schedule automation jobs to refresh embedded KPI data.
3.8. **Zoho Books**
• Feature/Setting: Reports API — Automates export and transformation of ledger and expense KPIs.
3.9. **Square POS**
• Feature/Setting: Transactions API — Automator syncs daily sales data with finance dashboards.
3.10. **Stripe**
• Feature/Setting: Balance & Payouts API — Automates data pulls of revenues and fees for dashboard use.
3.11. **Shopify**
• Feature/Setting: Admin API — Automates gross and net sales data sync to dashboard.
3.12. **Lightspeed Retail**
• Feature/Setting: Reporting API — Automator integrates daily/weekly revenue and inventory KPI values.
3.13. **Sage Intacct**
• Feature/Setting: Financial Report Writer API — Automate FTP or API export for KPI ingestion.
3.14. **FreshBooks**
• Feature/Setting: Reports API — Automates expense, invoice, and cost data export to finance dashboard.
3.15. **Plaid**
• Feature/Setting: Transactions & Balance API — Automatedly import banking flows into cash management KPIs.
3.16. **Workday Financial Management**
• Feature/Setting: Reports as a Service API — Automate scheduled output of cost, payroll, and spend KPIs.
3.17. **Excel Online (Microsoft 365)**
• Feature/Setting: Graph API — Automator auto-updates KPI trackers with recent accounting exports.
3.18. **Smartsheet**
• Feature/Setting: API — Automates financial metric imports to grid-based dashboards.
3.19. **Airtable**
• Feature/Setting: API — Scheduler runs data sync to keep KPI board current.
3.20. **Slack**
• Feature/Setting: Incoming Webhooks — Automation sends alerts for abnormal KPI changes, weekly digests, and financial summaries.
**Benefits**
4.2. Enables real-time monitoring and faster reaction by automating finance and admin updates.
4.3. Ensures all stakeholders remain informed with automated, accurate, and transparent financial KPI dashboards.
4.4. Supports compliance and audit through traceable and repeatable automation of financial data flows.
4.5. Facilitates quick scaling and automatable onboarding for expansion within the Baden restaurant domain.