Financial summary dashboards for management

Purpose

1.1. Automate collection, aggregation, and visualization of financial metrics for real-time, accurate restaurant management insight.
1.2. Automated identification of trends, cash flow, revenue streams, food cost controls, and compliance reporting.
1.3. Enable automated data-driven decisions for inventory, staffing, cost reduction, and financial forecasting.
1.4. Continuous, automated compliance monitoring for tax, payroll, and regulatory obligations.

Trigger Conditions

2.1. Automated daily, weekly, or monthly financial data extraction schedule.
2.2. Trigger on new POS transaction or batch settlement posted.
2.3. Triggered by cloud accounting reconciliation completion.
2.4. Manual update trigger for off-cycle summary generation.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Reports API — configure automated data pulls for profit & loss, balance sheet, and cash flow reports.
3.2. Xero
• Feature/Setting: Reports endpoint — automate monthly General Ledger and P&L extraction with OAuth2 token.
3.3. Oracle NetSuite
• Feature/Setting: SuiteAnalytics API — schedule automated KPI summary extraction.
3.4. Square POS
• Feature/Setting: Transactions API — automate itemized sales and tip data retrieval.
3.5. Lightspeed Restaurant
• Feature/Setting: Reports API — set up automatic daily sales report download via webhook.
3.6. Toast POS
• Feature/Setting: Export API — automate guest check and server performance data push.
3.7. Stripe
• Feature/Setting: Balance API — automate revenue and settlement reporting.
3.8. PayPal
• Feature/Setting: Transactions endpoint — configure periodic payout summary automation.
3.9. Zoho Books
• Feature/Setting: Reports API — automate export of financial statements and GST reports.
3.10. FreshBooks
• Feature/Setting: Accounting API — pull expense and income summaries automatically.
3.11. SAP Business One
• Feature/Setting: Service Layer API — automate scheduled General Ledger data export.
3.12. Microsoft Power BI
• Feature/Setting: Data Gateway — automate connecting and updating dashboards from APIs.
3.13. Google Data Studio
• Feature/Setting: Community Connector — set automated data-refresh intervals on finance dashboards.
3.14. Tableau
• Feature/Setting: REST API — automate data source refresh and dashboard publish triggers.
3.15. Sage Intacct
• Feature/Setting: Financial Reports API — automate cash flow and AR/AP summary retrieval.
3.16. BambooHR
• Feature/Setting: Reports API — automate labor cost and overtime report extraction.
3.17. Gusto
• Feature/Setting: Payroll Reports API — automate payroll cost and compliance exports.
3.18. ADP
• Feature/Setting: Workforce Now API — automate payroll ledger and tax summary retrieval.
3.19. Slack
• Feature/Setting: Incoming Webhook — automatedly notify management of key financial report availability.
3.20. Google Sheets
• Feature/Setting: Sheets API — automate raw data consolidation and pre-dashboard calculations.
3.21. AirTable
• Feature/Setting: API — automated capture of transaction and cost tables for analytics.
3.22. Amazon Redshift
• Feature/Setting: Data API — automate warehousing and query of aggregated transaction records.

Benefits

4.1. Automates manual aggregation, reducing errors and time spent.
4.2. Provides real-time, automated financial visibility to management.
4.3. Enables automated comparison across periods and locations.
4.4. Supports automated regulatory and tax compliance checks.
4.5. Makes trend spotting and cost control actionable via automation.
4.6. Improves executive focus by automatedly surfacing high-impact insights.