Finance & Compliance AutomationPurpose
1.2. Consolidate data from multiple POS, accounting, and payment platforms into unified dashboards to give restaurant owners, investors, or management immediate insight into business health, compliance status, tax liabilities, and critical KPIs.
1.3. Enable proactive financial management, audit readiness, transparency, and improved decision-making by automating end-to-end data collection, computation, visualization, and delivery.
1.4. Reduce manual collation and reporting effort in compliance with both Algerian and international business accounting standards.
Trigger Conditions
2.2. Event-based triggers: new POS transaction, major invoice paid/received, threshold exceeded (e.g., expenses > budget), compliance submission deadline.
2.3. Manual trigger via authenticated dashboard access or request from stakeholder channels.
2.4. Integration-based triggers: new data detected in connected accounting, banking, or POS app.
Platform Variants
• Feature/Setting: Webhooks for triggering updates on new transaction; Reporting API to extract sales/expenses by account.
3.2. Xero
• Feature/Setting: Reports API for P&L, Balance Sheet; set OAuth2 connection for secure data pull.
3.3. Square POS
• Feature/Setting: Transaction API for sales data; configure webhook endpoint for real-time updates.
3.4. Stripe
• Feature/Setting: Balance & Payouts API for tracking income; set up notification for completed payouts.
3.5. PayPal
• Feature/Setting: Webhooks for transaction, payout, and subscription events; REST API for data extraction.
3.6. Google Sheets
• Feature/Setting: Sheets API to auto-pull and write summarized data; scheduled sync using App Script.
3.7. Microsoft Excel Online
• Feature/Setting: Graph API to update dashboard tabs; Excel connector for live financials.
3.8. Zoho Books
• Feature/Setting: API fetch of financial reports; automation for new invoice and expense entries.
3.9. Power BI
• Feature/Setting: Scheduled refresh, Push dataset API for live visual dashboards.
3.10. Tableau Online
• Feature/Setting: REST API for automatic data source refresh and visualization embed.
3.11. Slack
• Feature/Setting: Incoming webhook to post snapshot dashboard reports in finance channel.
3.12. Microsoft Teams
• Feature/Setting: CI/CD Power Automate integration; scheduled cards with KPI updates.
3.13. Notion
• Feature/Setting: API to create/update dashboard pages with synced financial charts.
3.14. Monday.com
• Feature/Setting: API to update finance boards with automated reporting columns.
3.15. Airtable
• Feature/Setting: Scripting block to update tables; Webhook automation to trigger on data change.
3.16. SAP Business One
• Feature/Setting: Service Layer API to extract and push out accounting reports automatically.
3.17. Oracle NetSuite
• Feature/Setting: SuiteTalk REST Web Services to generate, retrieve, and consolidate financial reports.
3.18. FreshBooks
• Feature/Setting: API for invoice status, payment updates; schedule report extraction.
3.19. Wave Accounting
• Feature/Setting: Public API to grab financial data for summary reporting.
3.20. Trello
• Feature/Setting: API to auto-create 'finance report' cards with latest data snapshots for boards.
3.21. Gmail
• Feature/Setting: Gmail API to automate sending dashboard export as attached report to stakeholders.
3.22. Dropbox
• Feature/Setting: File upload API for automated saving of dashboard PDFs in shared stakeholder folders.
Benefits
4.2. Ensures all key stakeholders receive timely, accurate, and consolidated financial snapshots.
4.3. Enables early detection of compliance issues and opportunities for cost optimization.
4.4. Improves transparency, aids in financial forecasting, audit readiness, and business planning.
4.5. Scalable for multi-location Algerian food chains; flexible for local and global reporting standards.