Daily revenue and expense summary notifications

**Purpose**

1.1. Automate delivery of daily revenue and expense summaries to stakeholders for timely financial awareness in acrylic retail.
1.2. Eliminate manual report preparation and ensure financial transparency for decision-making.
1.3. Maintain consistent monitoring of sales, returns, expenses, and cash flow trends.

**Trigger Conditions**

2.1. Summary generation scheduled for a specific daily time (e.g., 9:00 PM local).
2.2. Completion of daily transaction batch uploads from POS/ERP.
2.3. Detection of new transactions or ledger entries.
2.4. On-demand manual trigger for ad-hoc reporting.

**Platform Variants**

3.1. Twilio SMS
• Feature: Programmable Messaging
• Setting: Configure Messaging API to push summary to specified numbers at set time.
3.2. SendGrid
• Feature: Email API
• Setting: Set up single-send outbound email with summary data as HTML template.
3.3. Slack
• Feature: Incoming Webhooks
• Setting: Create webhook URL and post formatted summary to designated channel.
3.4. Microsoft Teams
• Feature: Webhook Connector
• Setting: Register Teams connector, send card message with daily report.
3.5. Gmail
• Feature: Send Mail (Gmail API)
• Setting: Use OAuth, generate and send email with summary subject and body.
3.6. Outlook 365
• Feature: Mail.Send API
• Setting: Authenticate, configure recipient list, email formatting, send report.
3.7. Telegram
• Feature: Bot API sendMessage
• Setting: Configure bot, set recipients, send text summary to chat.
3.8. WhatsApp Business
• Feature: Cloud API
• Setting: Register message templates, automate push notifications.
3.9. QuickBooks
• Feature: Report API
• Setting: Fetch daily sales/expense data, compile, and forward via notification logic.
3.10. Xero
• Feature: Accounting Reports API
• Setting: Schedule Balance Sheet and Profit & Loss API queries daily.
3.11. Google Sheets
• Feature: Apps Script Triggers
• Setting: Script to aggregate data, auto-email/export summary on schedule.
3.12. Notion
• Feature: API page update
• Setting: Update daily summary page, send update notifications.
3.13. Airtable
• Feature: Scripting Block/Scheduled automation
• Setting: Aggregate and email summary from base rows.
3.14. Salesforce
• Feature: Reports & Dashboards API
• Setting: Schedule daily report export and push alert to users.
3.15. FreshBooks
• Feature: API Expense/Invoice listing
• Setting: Collate and send summary to selected recipients via email.
3.16. Zoho Books
• Feature: Reports API
• Setting: Auto-fetch and share daily financial stats.
3.17. Mailgun
• Feature: Send Message API
• Setting: Configure batch outbound summary emails.
3.18. Discord
• Feature: Webhook
• Setting: Post formatted financial summary to a channel.
3.19. Asana
• Feature: Custom Notifications
• Setting: Send daily summary task updates to selected users.
3.20. Monday.com
• Feature: Automations
• Setting: Triggered updates and notifications with summary details.

**Benefits**

4.1. Delivers critical financial visibility without manual intervention.
4.2. Enables rapid response to spending or revenue anomalies.
4.3. Streamlines routine check-ins for owners, managers, accountants.
4.4. Supports remote team awareness and audit readiness.
4.5. Scalable to multi-channel notification workflows as the business grows.