Revenue split reporting by business unit

Purpose

1.1. Automate revenue split reporting by business unit for an animal cafe chain, consolidating POS, accounting, CRM, and e-commerce data into comprehensive, scheduled, and ad hoc reports.
1.2. Enable finance teams to receive real-time and periodic insight on revenue segmentation across locations, service offerings (e.g. food sales, pet bookings), and digital channels.
1.3. Ensure compliance with accounting standards and aid strategic business analysis, franchise fee calculations, and payout administration.
1.4. Eliminate manual intervention, improve data accuracy, and support rapid decision-making.
1.5. Route reports securely to stakeholders and store historical breakdowns for audit purposes.

Trigger Conditions

2.1. Daily or weekly scheduled workflows.
2.2. On completion of daily POS closeout or accounting day-end process.
2.3. Upon new entry in revenue journals or bank feed match in accounting software.
2.4. Manual trigger from finance dashboard.
2.5. API webhook from e-commerce or booking platform when significant transaction batches occur.

Platform Variants

3.1. Square POS
• Feature/Setting: Reports API (“ListPayments”, “ListLocations”) to extract sales by business unit; scheduled call via API key.

3.2. QuickBooks Online
• Feature/Setting: Reports API (“ProfitAndLossByLocation”); OAuth2 connection; schedule daily fetch.

3.3. Xero
• Feature/Setting: Accounting API (“Reports - Profit and Loss by Tracking Category”); refresh token configuration for periodic pulls.

3.4. Shopify
• Feature/Setting: Admin API (“Orders” with location_id filter and “Shop” endpoints); configure API credentials and recurring jobs.

3.5. Lightspeed Retail
• Feature/Setting: “Sales” endpoint; per-location filter via API; set webhook for transaction completion.

3.6. Zoho Books
• Feature/Setting: “Reports” module (Profit and Loss by Branch); API key in header; automate on closing entries.

3.7. Stripe
• Feature/Setting: “Balance Transactions API” with connected accounts parameter; automate payout-split aggregation.

3.8. WooCommerce
• Feature/Setting: “Reports/Sales” REST API; daily report via consumer key/secret; split by product or store category.

3.9. Oracle NetSuite
• Feature/Setting: SuiteAnalytics API (“getReport” with location/department filter); token-based authentication.

3.10. Salesforce
• Feature/Setting: “Report” object (Scheduled Reports with grouping by Business Unit custom field); secure connected app configuration.

3.11. SAP Business One
• Feature/Setting: DI API (“JournalEntriesService” with cost center filter); batch job in integration layer.

3.12. Microsoft Dynamics 365 Business Central
• Feature/Setting: “Reports” endpoint, filtered by dimension (location, channel); automate via scheduled HTTP action.

3.13. Google Sheets
• Feature/Setting: Apps Script (“Time-driven triggers” with API calls to fetch, then split and write aggregated values).

3.14. Airtable
• Feature/Setting: “Automations – Scheduled Trigger” to call “List Records” by location; table formulas for revenue split.

3.15. Intuit Mint
• Feature/Setting: “Transactions” endpoint; parse location/label metadata; scheduled API read.

3.16. Toast POS
• Feature/Setting: “Net Sales” API by location, schedule via service account; deliver to cloud storage.

3.17. Slack
• Feature/Setting: “Incoming Webhook” to post formatted revenue split summaries into #finance channel; link to secure attachment.

3.18. Microsoft Teams
• Feature/Setting: “Webhook Connector” to deliver automated split reports to finance or management channel; configure adaptive card output.

3.19. Dropbox
• Feature/Setting: “Files Upload” API; push daily/weekly revenue reports to /Finance/BusinessUnitReports.

3.20. Amazon S3
• Feature/Setting: “PutObject” API; automated archival of generated split reports; event notification on upload completion.

3.21. Mailgun
• Feature/Setting: “Send Message” API to dispatch split report PDFs directly to finance emails; configure with SPF/DKIM.

3.22. Google Drive
• Feature/Setting: “Files.create” API; scheduled upload of summary spreadsheets; trigger shared drive permissions.

Benefits

4.1. Real-time, accurate revenue breakdowns by business unit with no manual consolidation.
4.2. Reduced reporting errors and accelerated finance processes.
4.3. Streamlined compliance with franchise or licensing agreements.
4.4. Enables rapid identification of high or low-performing outlets or products.
4.5. Supports secure, consistent delivery to all relevant stakeholders and internal storage.