Finance & Compliance AutomationPurpose
1.2. Generate comparative financial reports for Algerian restaurants, highlighting profit margins, cost hotspots, and growth trends.
1.3. Deliver automated, visualized reports to management via multiple channels for easier decision-making and compliance.
1.4. Secure, timestamped archival of all reports for regulations, auditing, and internal analytics.
Trigger Conditions
2.2. Manual override by financial controller via dashboard/API call.
2.3. Triggered upon completion of last month’s inventory reconciliation.
Platform Variants
3.1. QuickBooks Online
• API: Reports API—getProfitAndLoss, getExpense, getSalesTransactions
• Feature/Setting: Retrieve monthly P&L, itemize COGS, employee payroll report retrieval
3.2. Xero
• API: Accounting API—GET /reports/ProfitAndLoss
• Feature/Setting: Monthly profit, expense, and revenue auto-extraction
3.3. Square
• API: Transactions API, Catalog API
• Feature/Setting: Pull restaurant daily sales, item sales, tax data by month
3.4. Toast POS
• API: Reports API—Sales Summary, Labor Summary
• Feature/Setting: Fetch consolidated sales, labor hours and pay by location/month
3.5. Stripe
• API: Balance Transactions—list, Charges—list
• Feature/Setting: Extract monthly online payment volumes for food orders
3.6. FreshBooks
• API: Accounting Reports Endpoint
• Feature/Setting: Retrieve expense and revenue breakdowns filtered by period
3.7. SAP Business One
• API: Financial Reports Service
• Feature/Setting: Scheduled execution of cost and profit report templates
3.8. Zoho Books
• API: Reports API—ProfitAndLoss, Expense Reports
• Feature/Setting: Fetch categorized expenses and gross income per month
3.9. Google Sheets
• API: Sheets API—Append, Read
• Feature/Setting: Store, aggregate, and present cost and revenue variables per month
3.10. Microsoft Excel Online
• API: Excel REST API—/workbook/tables/addRow
• Feature/Setting: Update central financial workbooks with new monthly rows
3.11. Power BI
• API: REST API (Push Datasets)
• Feature/Setting: Upload and refresh dashboards with latest analytic data
3.12. Looker (Google Cloud)
• API: Query API
• Feature/Setting: Trigger monthly queries and email scheduled report deliveries
3.13. Tableau
• API: REST API—Refresh Extract
• Feature/Setting: Refresh cost-vs-sales visualizations
3.14. Workday
• API: Financial Management Services
• Feature/Setting: Pull wage spending and compare to sales per department
3.15. NetSuite
• API: Reports Service—getJobProfitability, getIncomeStatement
• Feature/Setting: Retrieve detailed cost centers vs. monthly income
3.16. Slack
• API: chat.postMessage, files.upload
• Feature/Setting: Deliver automated monthly summary reports to management channels
3.17. Gmail
• API: send
• Feature/Setting: Distribute PDF or spreadsheet reports to finance committee
3.18. Dropbox
• API: /files/upload
• Feature/Setting: Archive encrypted monthly financial reports
3.19. OneDrive
• API: /drive/root:/path:/content
• Feature/Setting: Store and version control all monthly finance documents
3.20. DocuSign
• API: Envelopes:create
• Feature/Setting: Route official monthly reports for executive e-signoff
Benefits
4.2. Saves significant staff hours by integrating finance, POS, and reporting.
4.3. Accelerates compliance, ensuring always-available reports for audit.
4.4. Enhances analytical decision-making with rich, automated insights.
4.5. Ensures secure archival and traceability of all financial documentation.