Automated profit/loss snapshots

Purpose

 1.1. Automatically generate and deliver real-time profit and loss (P&L) summaries to management for rapid financial assessment.
 1.2. Collate revenue and expense data from POS, banking, and accounting platforms specific to Afghan restaurant operations.
 1.3. Compare daily, weekly, or monthly performance versus previous periods and budget targets.
 1.4. Highlight anomalies, rapid trends, and actionable insights for Afghan cuisine restaurants.
 1.5. Streamline auditing, compliance, and reporting tasks with digital records and on-demand snapshots.

Trigger Conditions

 2.1. Scheduled time triggers—e.g., end of business day or week.
 2.2. Receipt of new sales/bank reconciliations.
 2.3. Submission of expense entries or supplier invoices.
 2.4. Manual request from finance dashboard.

Platform Variants

 3.1. Square POS
  • API: ListPayments, ListRefunds—configure for periodic extraction of transaction records.

 3.2. Toast POS
  • Feature: Daily Sales Report API—set to auto-push daily close data.

 3.3. QuickBooks
  • API: Reports API (ProfitAndLoss)—schedule API pulls for P&L data.

 3.4. Xero
  • API: GET Reports/ProfitAndLoss—configure periodic or event-based pulls.

 3.5. Sage Intacct
  • Function: GLACCOUNTBATCH—retrieve ledgers for live P&L.

 3.6. FreshBooks
  • API: accounting/reports/profit_loss—pull at scheduled intervals.

 3.7. Zoho Books
  • API: Reports/ProfitandLoss—set up for daily sync.

 3.8. Oracle NetSuite
  • SuiteTalk API: getProfitAndLoss—fetch as part of automation scenario.

 3.9. Plaid
  • Endpoint: /transactions/get—extract relevant banking transactions.

 3.10. Stripe
  • Endpoint: Balance Transactions API—fetch amounts, fees, settlements.

 3.11. PayPal
  • API: TransactionSearch—configured for frequent extraction.

 3.12. Excel Online (Microsoft 365)
  • Action: Get rows—pull new entries from finance sheets.

 3.13. Google Sheets
  • Function: listRows—read and aggregate sales/expense data.

 3.14. Smartsheet
  • Feature: Row Reports API—extract structured finance info.

 3.15. Dropbox
  • API: files/list_folder—detect and process incoming finance docs.

 3.16. OneDrive
  • Feature: File Created trigger—process newly added P&L spreadsheets.

 3.17. Slack
  • Bot: chat.postMessage—send automated P&L summary to a finance channel.

 3.18. Microsoft Teams
  • Action: Send message—auto-notify team with new snapshot.

 3.19. Gmail
  • API: send—auto-email P&L snapshots to management.

 3.20. WhatsApp Business API
  • Endpoint: messages—deliver summarized P&L updates.

 3.21. Power BI
  • Action: Refresh Dataset—auto-push new P&L figures to live dashboards.

 3.22. Tableau
  • API: Refresh Extract—keep P&L visualizations current.

4. Benefits

 4.1. Up-to-the-minute insights for sound financial decisions.
 4.2. Eliminates manual reporting, reducing errors and labor.
 4.3. Enables timely expense management and fraud detection.
 4.4. Consistent reporting supports compliance/audit readiness.
 4.5. Ensures Afghan restaurant stakeholders receive actionable, relevant reports through their preferred platform.