Financial and Reporting AutomationPurpose
1.2. Automatedly collects, consolidates, and summarizes transaction data across POS, eCommerce, and inventory sources.
1.3. Supports decision-making by automating visual dashboards and/or sending sales summaries to stakeholders.
1.4. Helps track KPIs like revenue, best sellers, category performance, gross margin, and payment breakdowns.
1.5. Automates compliance and reporting for audits, tax preparation, and financial analysis.
Trigger Conditions
2.2. Completion of batch POS data sync or closure of daily sales register.
2.3. Manual triggers via dashboard or webhook for on-demand automation.
2.4. File upload to drive/cloud for new sales exports.
2.5. Receipt of completed sales file via email or SFTP.
Platform Variants
• Feature/Setting: Automate GET orders for period, generate summary via API, schedule with Orders API filter (date range).
3.2. Square (Reports API)
• Feature/Setting: Automates report generation by endpoint `/v2/reports/sales-summary`.
3.3. Lightspeed (Retail API: Sales endpoint)
• Feature/Setting: Automatedly fetches sales data for periods, filter on date.
3.4. QuickBooks Online (Reports API: "Sales by Product/Service Detail")
• Feature/Setting: Trigger “run report” for specific frequency, automate PDF/CSV export.
3.5. Xero (Reports endpoint: `/api.xro/2.0/Reports/SalesByItem`)
• Feature/Setting: Automation fetches filtered report by date.
3.6. WooCommerce (REST API: `/reports/sales`)
• Feature/Setting: Automate GET on sales data for time frame.
3.7. Google Sheets (Sheets API: read/write, triggers)
• Feature/Setting: Automatedly append or update summary sheet, schedule via Apps Script.
3.8. Microsoft Excel (Excel Online API, OneDrive Triggers)
• Feature/Setting: Automates workbook refresh and notification when summary is updated.
3.9. SAP Business One (Service Layer: SalesReports)
• Feature/Setting: Schedule automation jobs to extract periodic reports.
3.10. Zoho Books (API: SalesReports)
• Feature/Setting: Automates fetch and export of itemized sales reports for specified cycle.
3.11. NetSuite (SuiteAnalytics API: Saved Searches, Reports)
• Feature/Setting: Automate Saved Search for scheduled report delivery.
3.12. Power BI (REST API: Data Refresh, Export)
• Feature/Setting: Automated refresh of dashboards and automated email on update.
3.13. Tableau (REST API: `/sites/{site_id}/views/{view_id}/data`)
• Feature/Setting: Automates extraction and distribution of summary views.
3.14. SFTP/FTP (File Watch + Download/Upload)
• Feature/Setting: Monitor and automatedly fetch/upload sales files at scheduled times.
3.15. Gmail API (Filters + Labels + Parse Attachments)
• Feature/Setting: Automate download of attached sales reports based on filter and scheduled parse.
3.16. Zendesk Sell (API: Deals/Reports)
• Feature/Setting: Automates extract of sales pipeline summary for reporting frequency.
3.17. Amazon S3 (Events: ObjectCreated, Lambda Trigger)
• Feature/Setting: Automate on new report file, trigger analytics or notification workflow.
3.18. Slack (Incoming Webhooks: Sales Summary Channel)
• Feature/Setting: Automated post of summary report or chart to private group/channel.
3.19. Trello (Board Automation: Card Creation/Attachment)
• Feature/Setting: Automated card with sales figures attached or summarized in comment.
3.20. Airtable (Automation: Scheduled Run, API)
• Feature/Setting: Automates record update and triggers email/send update to list.
3.21. Klaviyo (API Triggered Email)
• Feature/Setting: Automate blast of sales summary report to store managers.
3.22. Dropbox (File Added Trigger, API Download)
• Feature/Setting: Automates detection of new summary file, distribute or archive automatedly.
Benefits
4.2. Automation ensures stakeholders receive timely, actionable insights.
4.3. Automated reporting supports fast response to sales trends and inventory issues.
4.4. Automator increases compliance and audit-readiness with consistent reports.
4.5. Systematic, repeatable automation for scaling locations or new timeframes.
4.6. Automatable logic assists with proactive decision-making and cost controls.