Finance, Compliance & AnalyticsPurpose
1.2. Automate ingestion of sales, refunds, and tip data, cross-checking with receipts for compliance.
1.3. Automate creation and distribution of daily financial reports to owners and accountants, ensuring accuracy and timeliness for Argentine cuisine operators.
1.4. Regularly automate detection of discrepancies or sales anomalies to support fraud prevention and compliance.
1.5. Automate syncing of reconciled data with accounting, payroll, and analytics platforms to streamline financial operations.
Trigger Conditions
2.2. Webhook/callback when POS system marks daily closeout as complete.
2.3. Automated file upload detected in cloud storage (Excel, CSV, or XML).
2.4. Manual trigger via secure dashboard button for delayed reconciliation scenarios.
Platform Variants
3.1. Square POS
• Feature/Setting: "List Payments" API; configure automated API calls to retrieve daily sales logs.
3.2. Toast POS
• Feature/Setting: "Order Details Export" schedule; automate daily CSV report generation and FTP upload.
3.3. Vend (Lightspeed)
• Feature/Setting: API "List Sales" endpoint; automate extraction by date range to obtain relevant sales data.
3.4. Xero
• Feature/Setting: "Invoices" API; automate posting of reconciled sales amounts from the restaurant.
3.5. QuickBooks Online
• Feature/Setting: "Create Sales Receipt" API; automate input of daily reconciled figures for accounting.
3.6. Google Sheets
• Feature/Setting: "Append row" function with Apps Script trigger; automate logging of daily reconciliations.
3.7. Dropbox
• Feature/Setting: "File upload" webhook; automate processing when new daily sales files appear.
3.8. Microsoft Excel Online
• Feature/Setting: "Update row" action via Microsoft Graph API; automate financial records update.
3.9. Slack
• Feature/Setting: "Send message" to channel/users; automate daily notification for management.
3.10. Telegram
• Feature/Setting: "Bot sendMessage"; automate reports delivery to owners’ chat.
3.11. Gmail
• Feature/Setting: "Send email" API; automate daily sales report delivery to owner’s inbox.
3.12. SendGrid
• Feature/Setting: "Mail Send"; automate branded and formatted email report of reconciled sales.
3.13. Power BI
• Feature/Setting: "Push dataset" REST API; automate refresh of analytics dashboards with reconciled data.
3.14. Tableau Cloud
• Feature/Setting: "Data Extract Refresh" task; automate update with newly reconciled sales data.
3.15. Zapier
• Feature/Setting: "Webhooks by Zapier" trigger/action; automate interconnection across multiple services.
3.16. AWS Lambda
• Feature/Setting: Scheduled event trigger; automate execution of reconciliation scripts.
3.17. Notion
• Feature/Setting: "Create Page" API; automate logging of daily summaries in digital ledger.
3.18. Monday.com
• Feature/Setting: "Create Item" via API; automate daily finance item entry on group board.
3.19. Salesforce
• Feature/Setting: "Create Record" (Custom Object); automate saving reconciled totals for financial review.
3.20. FreshBooks
• Feature/Setting: "Create Expense" API; automate recognition of cash shortfalls or overages as expenses/income.
3.21. Twilio SMS
• Feature/Setting: "Send SMS"; automate notification of reconciliation status to business owners or accountants.
3.22. SFTP/FTP servers
• Feature/Setting: Scheduled automated upload/download; automate report storage and delivery.
Benefits
4.2. Automated reporting to owners ensures instant visibility and transparency.
4.3. Automation across systems accelerates financial close, allowing for rapid business analysis.
4.4. Automates compliance checks and reduces risk of fraud by flagging sales anomalies.
4.5. Allows automating seamless data integration between POS, accounting, analytics, and reporting platforms.
4.6. Supports scalable automated data flows as the business grows or adds locations.
4.7. Automated notifications and escalations ensure owners never miss a reconciliation or anomaly alert.