Finance and AnalyticsPurpose
1.2. Enable finance transparency, inform decision-making, and reduce manual reporting time in the Food & Beverage sector with Afghan Cuisine focus.
1.3. Ensure financial reporting frequency (daily, weekly, monthly) aligned with operational and fiscal requirements.
Trigger Conditions
2.2. On closure of POS transaction batch or after accounting platform sync.
2.3. On-demand request from authorized management via dashboard/app.
2.4. Significant variance or anomaly detected in revenue, cost, or profit.
Platform Variants
3.1. Slack
• Feature/Setting: Incoming Webhook; configure a bot to post summary to #finance-management channel
• Example: Webhook URL, JSON payload with summary details
3.2. Microsoft Teams
• Feature/Setting: Teams Connector; post message card to Finance group
• Example: Configure connector with summary body as adaptive card
3.3. Gmail
• Feature/Setting: Send Email; automated message with PDF/CSV financial summary
• Example: OAuth connect, set recipient as management group
3.4. Outlook
• Feature/Setting: Send Email (Graph API); deliver summary as attachment
• Example: Graph API call with recipient, subject, attached report
3.5. Twilio SMS
• Feature/Setting: Send SMS; notify management of report availability
• Example: Configure SMS template with download link
3.6. SendGrid
• Feature/Setting: Transactional Mail; dispatch summary email
• Example: API key, email body from dynamic template, attach file
3.7. QuickBooks
• Feature/Setting: Report API; fetch Profit & Loss/Balance details
• Example: OAuth2, use /reports/ProfitAndLoss endpoint
3.8. Xero
• Feature/Setting: Reports API; retrieve financial statement
• Example: OAuth2, GET /reports endpoint for targeted date range
3.9. Zoho Books
• Feature/Setting: Reports API; extract financial details
• Example: API Key, use /profitandloss endpoint
3.10. Dropbox
• Feature/Setting: Upload File API; store summary in shared drive
• Example: API App, upload report to management folder
3.11. Google Drive
• Feature/Setting: Drive API Upload; save report, set permissions
• Example: Service Account API, share with specific emails
3.12. Notion
• Feature/Setting: Database Update; post financial summary as new page
• Example: API Token, create new block with formatted data
3.13. Airtable
• Feature/Setting: Record Create; log summary in reporting table
• Example: API Key, POST with fields as columns
3.14. Salesforce
• Feature/Setting: Chatter Post; deliver summary to management chatter group
• Example: Access Token, post message API with summary link
3.15. Monday.com
• Feature/Setting: Item Create; push summary to Finance board
• Example: API Key, define columns for financial metrics
3.16. Asana
• Feature/Setting: Task Create; alert on finance task board
• Example: API Token, set custom fields for summary data
3.17. Trello
• Feature/Setting: Card Create; add summary card to management list
• Example: API Key/Token, attach PDF/CSV
3.18. Mailgun
• Feature/Setting: Send Message; automate email with summary attachment
• Example: API Key, POST to /messages endpoint
3.19. Power BI
• Feature/Setting: Dataset Refresh & Share; update dashboard, alert management
• Example: Service Principal, schedule refresh, send email alerts
3.20. Tableau
• Feature/Setting: Tableau Server REST API; update view, email snapshot
• Example: Personal Access Token, use /workbooks/email endpoint
Benefits
4.2. Ensures consistent, timely management insight for informed restaurant financial steering.
4.3. Secures sensitive data with granular delivery controls, limiting exposure.
4.4. Scales with restaurant growth, integrating seamlessly with established finance and communication platforms.
4.5. Integrates anomaly monitoring, flagging performance dips or surges instantly.