Real-time daily expense tracking

Purpose

1.1. Automate real-time, daily expense tracking for an Ikan bakar restaurant.
1.2. Automate data capture from receipts, supplier invoices, digital payment records, and manual logs.
1.3. Automating categorization of expenses: raw ingredients, kitchen supplies, payroll, utilities, and operational costs.
1.4. Automated aggregation, analysis, and dashboard display of expense data for transparent and timely financial reporting.
1.5. Automated alerts and anomaly detection for spending spikes or category overages to aid financial control.
1.6. Ensure compliance with tax regulations by automating expense documentation and archiving.

Trigger Conditions

2.1. Automated new receipt scanning/upload via mobile, email, or scanner.
2.2. Automated payment record posting from POS or accounting software.
2.3. Automated daily scheduled task at closing hour.
2.4. Automated webhook trigger from supplier/payment platform.
2.5. Manual input or update in Google Sheets/Excel triggers automation.

Platform Variants (including function/API per platform)

3.1. Google Sheets
• Feature/Setting: Automate import range, AppScript triggers for “onEdit” or “onChange”.
3.2. QuickBooks
• Feature/Setting: Expense API, Webhooks for transaction updates, automate with OAuth2 for secure access.
3.3. Xero
• Feature/Setting: Accounting Expense Endpoint, Real-Time Webhook triggers automation on new expense.
3.4. FreshBooks
• Feature/Setting: Automated Expenses API, automated daily expense sync.
3.5. Zoho Books
• Feature/Setting: Automate Expense Creation API, automate scheduled fetching of expense records.
3.6. Wave Accounting
• Feature/Setting: automate Expense Transaction API, HTTPS webhook triggers.
3.7. Microsoft Excel (OneDrive)
• Feature/Setting: Automate Office Script with Power Automate, automate “When a file is modified” trigger.
3.8. Slack
• Feature/Setting: automate Expense Bot integration, Scheduled and event-based triggers via Incoming Webhooks.
3.9. Trello
• Feature/Setting: Card activity API automator, automate creating cards for new expenses.
3.10. Receipt Bank (Dext)
• Feature/Setting: automate Expense extraction via Dext API, automate push-to-accounting platforms.
3.11. Expensify
• Feature/Setting: Automate Expense Report API, automate policy rules engine for daily imports.
3.12. SAP Concur
• Feature/Setting: automate Expense API endpoints, automate event triggers from receipt uploads.
3.13. Stripe
• Feature/Setting: automate Payment Intents API, automated expense line exports via scheduled jobs.
3.14. PayPal
• Feature/Setting: automate Transaction Webhooks, automate Scheduled Transaction export API.
3.15. Square
• Feature/Setting: automate Payments Reporting API, automate webhook triggers on new expense.
3.16. Dropbox
• Feature/Setting: automate File upload trigger, automate PDF/CSV receipt sync for further automation.
3.17. Notion
• Feature/Setting: automate Notion API for Database update trigger, automate JSON-based logging.
3.18. Airtable
• Feature/Setting: automate Base webhook triggers, automate record-creation for expense logging.
3.19. Monday.com
• Feature/Setting: automate Automations (integrated recipes), automate item creation via API.
3.20. Gusto
• Feature/Setting: automate Expense Reports API for payroll/operational costs, automate fetch and log.

Benefits

4.1. Automates repetitive expense entry, reducing manual workload.
4.2. Automated data accuracy—reduces human errors in financial tracking.
4.3. Real-time automation enables proactive cost control and anomaly detection.
4.4. Automated compliance with local regulations, reducing audit risks.
4.5. Automated expense analytics for data-driven business decisions and profit maximization.