Real-time financial dashboards

Purpose

 1.1. To provide Andhra restaurants with immediate visibility into key financial metrics (revenue, expenses, profit, inventory costs, sales trends).
 1.2. To automate data aggregation from POS, accounting, and inventory tools, enabling informed, real-time decisions.
 1.3. To deliver customizable dashboards for monitoring daily performance, labor costs, vendor payments, ingredient wastage, and outstanding invoices.
 1.4. To streamline month-end close, reduce manual reporting time, and support rapid anomaly detection or cash flow issues.

Trigger Conditions

 2.1. New transaction recorded in POS system (e.g., sales, refund).
 2.2. Periodic (e.g., every hour, end-of-day) inventory system sync.
 2.3. Vendor invoice upload or receipt entry.
 2.4. Bank feed update or credit card reconciliation event.
 2.5. Manual override or “force refresh” action.

Platform Variants

 3.1. Square POS
  • Feature/Setting: Configure Square Webhooks / Transaction API to push new orders and payment data.
 3.2. QuickBooks Online
  • Feature/Setting: Connect “Reports” and “Transactions” endpoint via QuickBooks API for auto-import of P&L and cashflow data.
 3.3. Xero
  • Feature/Setting: Activate Accounting API for real-time sync of invoices, bills, and account balances.
 3.4. Zoho Books
  • Feature/Setting: Use Zoho Books API—‘getInvoices’, ‘getExpenses’—to extract financial events.
 3.5. Tally ERP
  • Feature/Setting: Enable Tally API and schedule ‘Day Book’ extraction for reporting.
 3.6. Toast POS
  • Feature/Setting: Trigger via REST API v2; fetch ‘Daily Sales Summary’ in real-time.
 3.7. Lightspeed POS
  • Feature/Setting: Activate ‘getSales’ and ‘getInventory’ endpoints for transaction feed.
 3.8. Oracle NetSuite
  • Feature/Setting: Link 'SuiteAnalytics’ Saved Searches for dashboard feeds.
 3.9. SAP Business One
  • Feature/Setting: Utilize ‘Service Layer’ API for financial and item ledger pulls.
 3.10. FreshBooks
  • Feature/Setting: Enable ‘Invoice.created’ webhook for real-time reporting triggers.
 3.11. SAP Concur
  • Feature/Setting: Connect via Expense Report API for employee spend/expense uploads.
 3.12. Sage Intacct
  • Feature/Setting: Fetch ‘GLREPORT’ and ‘ARINVOICE’ via XML Gateway.
 3.13. Vend by Lightspeed
  • Feature/Setting: Use Sales and Payment API endpoints for sales analytics sync.
 3.14. Shopify
  • Feature/Setting: Webhook for ‘orders/create’, ‘orders/paid’ to track online/takeaway revenue.
 3.15. Google Sheets
  • Feature/Setting: Connect Sheets API to pull latest finance tabs as additional sources.
 3.16. Power BI
  • Feature/Setting: Use ‘Streaming dataset’ API for live data push to dashboards.
 3.17. Tableau
  • Feature/Setting: Schedule Tableau REST API extract refreshes for visual updates.
 3.18. Looker Studio
  • Feature/Setting: Connect via Data Connector API for continuous updates from sources.
 3.19. Microsoft Dynamics 365
  • Feature/Setting: Enable ‘Data Export Service’ to sync financial modules to live workspace.
 3.20. Gusto Payroll
  • Feature/Setting: Activate Payroll Journal webhook for real-time labor cost updates.
 3.21. Slack
  • Feature/Setting: Incoming Webhooks to push urgent finance alerts to management channels.
 3.22. Stripe
  • Feature/Setting: Use ‘Balance’ and ‘Payout’ webhook events for up-to-the-minute cash positions.

Benefits

 4.1. Eliminates manual data gathering and reporting delays.
 4.2. Enables rapid detection of unusual expenses or revenue drops.
 4.3. Increases financial accuracy, reducing risk of human error.
 4.4. Empowers owners and managers for swift, data-driven interventions.
 4.5. Supports compliance with digital record-keeping and audit requirements.