Daily sales summary and profit/loss reporting

Purpose

1.1. Automates the extraction, aggregation, and calculation of daily sales and profit/loss data from Armenian restaurant POS and accounting systems.
1.2. Provides automated delivery of consolidated reports to management, accounting, and ownership, ensuring actionable insights for decision making.
1.3. Enables data-driven automation of trend analysis, anomaly detection, and automated archiving for compliance and auditing.
1.4. Streamlines repetitive financial reporting, saving time, reducing errors, and enabling end-to-end automator workflows from collection to distribution.

Trigger Conditions

2.1. Scheduled — automation runs daily at a specified time (e.g., end of business day).
2.2. Manual — reporting automation triggered on-demand from a dashboard or management portal.
2.3. Event-Driven — trigger based on the closure of cash register or posting of last transaction.
2.4. API Webhook — automation starts when POS/accounting system webhook fires on day close.

Platform Variants

3.1. Square POS
• Function: Transactions API — automate data extraction for daily sales.
3.2. Xero
• Function: Reports API — automatedly pulls daily income, expense, and P/L.
3.3. QuickBooks Online
• Function: ProfitAndLoss Reports — automate fetching restaurant profit/loss.
3.4. Stripe
• Function: Balance/Transactions API — automate aggregation of card payment records.
3.5. Google Sheets
• Feature: API update — automated profit/loss values written to summary sheet.
3.6. Microsoft Excel (Office 365)
• Feature: Excel Online API — automate report generation in shared spreadsheets.
3.7. Slack
• Feature: Incoming Webhooks — automate direct reporting to finance channel.
3.8. Gmail
• Feature: Send Mail API — automatedly dispatch daily reports as PDF attachments.
3.9. Microsoft Teams
• Feature: Automated messages in channel using Graph API.
3.10. SendGrid
• Feature: API send — automate distribution of structured summary emails.
3.11. Zoho Books
• Function: Reports API — automate pulling of daily financials and sales summary.
3.12. Twilio SMS
• Feature: Messaging API — automate SMS alerts with daily figures to management.
3.13. Telegram
• Feature: Bot API — automate sending summary messages to owner.
3.14. Dropbox
• Feature: Files API — automate upload/archival of daily PDF or CSV report.
3.15. Notion
• Feature: Update Database — automate insertion of daily snapshot onto finance board.
3.16. Sage Business Cloud
• Function: Reporting API — automate P/L extraction for Armenian cuisine operations.
3.17. FreshBooks
• Feature: Reports API — automate daily income/expense reporting.
3.18. Airtable
• Feature: API — automate recording/reporting of sales data per menu item.
3.19. SAP Business One
• Function: Service Layer API — automate retrieval of daily restaurant financials.
3.20. Power BI
• Feature: API — automate dataset refresh/report rendering and scheduling.

Benefits

4.1. Automates repetitive daily financial reporting, saving staff time and reducing manual entry errors.
4.2. Automated delivery ensures management has timely, actionable data for Armenian restaurant decisions.
4.3. Automatable integrations with diverse platforms allow report customization per recipient.
4.4. Automation enables audit trails, data consistency, and faster financial reconciliation.
4.5. Automating daily insights supports cost control and strategic planning for restaurant profitability.