Financial and ReportingPurpose
1.2. Automatedly match sales orders, payments, stock movement, and refunds across physical and digital channels.
1.3. Automate syncing and validation between ticketing, gift shop, and e-commerce merchandise sales for prompt, accurate reporting.
1.4. Automate reporting discrepancies, automating real-time notifications to finance, and triggering automated case resolution.
1.5. Automate generation and archival of reconciled sales and inventory reports for audits, compliance, and management review.
Trigger Conditions
2.2. Automate on detected mismatch between expected and actual sales totals, inventory deltas, or payment gateway settlements.
2.3. Automate on successful or failed batch import/export events of sales data between platforms.
Platform Variants
3.1 Square
• Feature/Setting: Use Square Transactions API (“ListPayments”); automate data retrieval on EOD batch.
3.2 Shopify
• Feature/Setting: Orders API (“GET /admin/api/2023-01/orders.json”); automate fetching paid orders by channel.
3.3 Stripe
• Feature/Setting: Balance Transactions API; automate querying daily settlements.
3.4 Lightspeed POS
• Feature/Setting: Retail API (“GET /sale”); automate extraction of daily sale records.
3.5 QuickBooks Online
• Feature/Setting: Sales Receipt endpoint; automate push/pull of reconciled entries.
3.6 Xero
• Feature/Setting: Bank Transactions and Sales Invoice API; automate fetching matched/unmatched sales.
3.7 Zoho Books
• Feature/Setting: Transactions API (“GET /salesorders”); automate sales order extraction.
3.8 Google Sheets
• Feature/Setting: Sheets API (“spreadsheets.values.get”); automate read/write of reconciliation sheets.
3.9 Microsoft Excel (Office 365)
• Feature/Setting: Excel Online Connector (“List rows present in a table”); automate sales data aggregation.
3.10 WooCommerce
• Feature/Setting: REST API (“GET /orders”); automate daily extraction of complete order data.
3.11 PayPal
• Feature/Setting: Payouts API/Transaction Search; automate ledger pulls for reconciliation.
3.12 SAP Business One
• Feature/Setting: Service Layer API (“GET /Orders, /InventoryPostings”); automate inventory and order matching.
3.13 Netsuite
• Feature/Setting: SuiteTalk API (“getList” SalesOrder records); automate double-entry verifications.
3.14 Vend (now Lightspeed Retail X)
• Feature/Setting: Sales API; automate fetching sales history for reconciliation.
3.15 Amazon Seller Central
• Feature/Setting: SP-API (“GET /orders/v0/orders”); automate collection of daily merchandise transactions.
3.16 eBay
• Feature/Setting: Sell API Order (“getOrders”); automate pulling latest transaction reports.
3.17 Smartsheet
• Feature/Setting: Sheets API (“GET /sheets/{sheetId}”); automate updating reconciliation status.
3.18 Sage Intacct
• Feature/Setting: Order Entry and Inventory Control APIs; automate validation of shipment vs sales.
3.19 Oracle NetSuite
• Feature/Setting: Restlets (“GET SalesOrder”); automate automateled comparison of fulfilled sales and revenue.
3.20 Mailgun
• Feature/Setting: Events API; automate sending notification emails on reconciliation errors.
3.21 Slack
• Feature/Setting: Incoming Webhooks; automate reconciliation alerts to finance and ops channels.
3.22 Airtable
• Feature/Setting: Base API (“List records”); automate tracking and logging unmatched records.
3.23 HubSpot
• Feature/Setting: CRM Objects API; automate linking merchandise sales activities for customer analytics.
3.24 FreshBooks
• Feature/Setting: Invoices and Payments API; automate retrieval of payment confirmation for orders.
3.25 Trello
• Feature/Setting: Board/Card API; automate creation of reconciliation follow-up tasks.
Benefits
4.2. Automator accelerates financial close, providing near real-time oversight.
4.3. Automating across hybrid channels ensures accuracy in sales, inventory, and payments.
4.4. Automation improves compliance and reliability for regulatory and donor reporting.
4.5. Automatable resolution of discrepancies strengthens financial transparency and stakeholder trust.