Finance & Transaction ProcessingPurpose
1.2. Consolidate sales, expenses, operational metrics, and transactional data across POS, utility, and enterprise systems.
1.3. Enable granular visibility into revenue, cost centers, fuel type performance, and inventory turnover for management.
1.4. Reduce manual data aggregation, error potential, and reporting lead times for finance and executive teams.
Trigger Conditions
2.2. Scheduled triggers (e.g., daily, weekly, monthly) based on financial closure calendar.
2.3. API alert from inventory management system indicating notable change in stock or sales.
2.4. Upload of bank reconciliation or expense files to a monitored folder or SFTP.
Platform Variants
• Function: Reports API — configure to auto-pull profit & loss, cash flow, balance sheet for specified periods.
3.2. Xero
• Feature: Accounting API — schedule calls for bank statements and sales summaries.
3.3. Sage Intacct
• Module: Financial Reports — push customizable, auto-sent PDF and Excel reports to email or SFTP.
3.4. NetSuite
• Endpoint: SuiteAnalytics Connect — automated extraction of KPI dashboards and financial tables.
3.5. SAP Business One
• Feature: Service Layer API — script extraction of G/L and transactional reports.
3.6. Microsoft Dynamics 365
• API: Finance & Operations Data Entities — automate regular extraction of inventory and general ledger data.
3.7. Oracle Fusion Cloud
• Module: OTBI (Oracle Transactional BI) — schedule dashboard generation and distribution.
3.8. Google Sheets
• API: AppendRows/Read — fetch external data into report templates and refresh via triggers.
3.9. Microsoft Power BI
• Data Connector: REST API — automate dataset refresh, push scored dashboards to teams.
3.10. Tableau
• REST API: Data Extracts — trigger workbook updates and dashboard sharing upon new data input.
3.11. Zoho Books
• Feature: Reports API — daily/weekly automated financial report retrieval.
3.12. FreshBooks
• Endpoint: Reports — schedule API pulls for invoice and expense summaries.
3.13. Square
• Endpoint: Reporting API — extract daily sales, inventory, and transaction metrics for dashboard display.
3.14. Shopify
• Analytics API: fetch store sales and finance reports based on triggers.
3.15. Stripe
• Reporting API: automatically download financial reconciliation reports.
3.16. Plaid
• Endpoint: Transactions — import banking transactions on schedule for report consolidation.
3.17. Dropbox
• Feature: File Watcher — detect new uploads (Excel/CSV) to trigger reporting workflow.
3.18. AWS S3
• Lambda Trigger: initiate ETL/report generation on bucket file upload.
3.19. Slack
• Feature: Webhook/Notifier — deliver finished dashboards or financial alerts to channels.
3.20. Jira
• Automation API: log finance ticket when anomalies are detected by reporting process.
3.21. ServiceNow
• Integration: Incident API — generate workflow task if exception in automated financial report processing.
3.22. SQL Server
• Agent/Job Scheduler: execute stored procedures for financial data extraction on interval.
Benefits
4.2. Drastic reduction in person-hours required for financial closing and reporting cycles.
4.3. Proactive detection of anomalies, rapid management action, and improved audit readiness.
4.4. Automated, standardized reporting ensures compliance and supports strategic retail decisions.