Financial and Reporting AutomationPurpose
1.2. Automator leverages various POS, accounting, cloud, and communication APIs to centralize data, generate insights, and send automatedly formatted reports to management, finance, and ownership teams.
1.3. Automates compliance requirements, reduces manual reporting, and supports actionable financial decision-making via instant access to daily results.
1.4. Ensures frictionless workflow from capturing multi-branch restaurant sales to customized dashboard and cross-channel notification.
Trigger Conditions
2.2. Manual trigger via messaging keyword (e.g., “Send Sales Report”).
2.3. Automate based on POS data lock/sign-off or new report upload event.
Platform Variants
3.1. Shopify POS
• Function/API: Orders API – Automator pulls daily sales, discounts, refunds.
3.2. Square
• Feature: Transactions API – Automated aggregation of all locations’ daily sales.
3.3. Toast POS
• Configuration: Reporting API – Automatedly fetches customized sales summaries.
3.4. Lightspeed
• Setting: Sales Report Endpoint – Automate scheduled downloads of CSVs.
3.5. QuickBooks Online
• API: Reports API – Automated extraction and reconciliation of daily sales figures.
3.6. Xero
• Feature: GET Reports API – Automating financial syncing and report matching.
3.7. Google Sheets
• Setting: Google Sheets API – Automates updating rows with aggregated metrics.
3.8. Microsoft Excel Online
• Feature: Excel Graph API – Automated report data push for centralized tracking.
3.9. Slack
• API: Chat.PostMessage – Send automated daily summary to finance and managers.
3.10. Microsoft Teams
• Feature: /messages resource API – Automation for report delivery to group chat.
3.11. Gmail
• Setting: Automated SMTP send – Deliver attached or in-body reports scheduledly.
3.12. Outlook 365
• Feature: SendMail API – Automates email report distribution to financial heads.
3.13. Dropbox
• API: Files.Upload – Store automatedly compiled reports for historic record.
3.14. Google Drive
• Setting: Drive API – Automatedly archive daily reports for long-term compliance.
3.15. SendGrid
• Feature: Mail Send API – Automates templated, branded report notifications.
3.16. Twilio SMS
• API: Message Create – Automation for brief SMS sales snapshots to stakeholders.
3.17. WhatsApp Business API
• Feature: Automated message send – Deliver report extract to owner on WhatsApp.
3.18. Power BI
• Setting: Data Push API – Automate sales data refresh for dynamic visual dashboard.
3.19. Tableau Cloud
• API: REST API – Automates daily sales data ingestion for live dashboard.
3.20. Monday.com
• Feature: Boards API – Auto-log daily financial KPIs to a management dashboard.
3.21. FreshBooks
• API: Accounting Reports – Automated financial sync for performance reviews.
3.22. Zapier Webhooks
• Function: Webhooks & Code – Trigger automations between platforms for any custom process step.
3.23. AirTable
• API: Records API – Log reports in automated tracking spreadsheet database.
3.24. Dropbox Paper
• Setting: Automated doc creation – Store summarized report documentation.
3.25. Asana
• API: Task Creation – Automated assignment for managers to confirm report receipt.
3.26. Trello
• Feature: Card API – Automates creation of daily review cards for operational follow-up.
3.27. Pabbly Connect
• Function: Automated workflow between POS and reporting platforms.
3.28. Webex
• Setting: Messages API – Automate direct posting of summary to specified room.
3.29. Smartsheet
• Feature: Sheets API – Aggregate and automate multi-restaurant sales tracking.
Benefits
4.2. Automation means zero manual effort, reducing human error and operational cost.
4.3. Automatedly integrates multi-platform data into unified, actionable daily overviews.
4.4. Flexible automator approach instantly adapts to platform or recipient changes.
4.5. Enables automatable analytics and real-time alerting for proactive fiscal management.
4.6. High scalability—automation robustly supports multi-location, high-frequency flows.