Financial & Compliance AutomationsPurpose
1.2. Aggregate data from invoices, order management, payment processors, and ERP systems for accurate, real-time financial oversight and regulatory reporting for alternator parts distribution.
Trigger Conditions
2.2. On completion of all sales for the business day across channels.
2.3. Receipt of end-of-day sales reconciliation file from POS/ERP.
2.4. Update or new record in sales, accounting, or bank feed systems.
2.5. Manual trigger for exception handling or audit.
Platform Variants
3.1. Shopify
• Function: Order API
• Sample: Configure daily order export via Orders endpoint (/admin/api/orders.json).
3.2. Magento
• Function: SalesOrderRepository API
• Sample: Schedule GET on /V1/orders to collect daily sales.
3.3. QuickBooks Online
• Function: Reports API
• Sample: Daily run of Profit and Loss and Sales by Product Summary via /v3/company/{companyId}/reports/ProfitAndLoss.
3.4. Xero
• Function: Reports endpoint
• Sample: Automate GET /api.xro/2.0/Reports/ProfitAndLoss for the day's activity.
3.5. NetSuite
• Function: SuiteTalk SOAP API—TransactionSearch
• Sample: Schedule a TransactionSearch for SalesOrder and Invoice types.
3.6. SAP Business One
• Function: Service Layer API—Orders and Invoices
• Sample: GET /b1s/v1/Orders and /b1s/v1/Invoices for daily data extraction.
3.7. Zoho Books
• Function: SalesOrder API
• Sample: Automate /salesorders endpoint for daily receipts.
3.8. Oracle Cloud ERP
• Function: REST API—Journals
• Sample: Pull /fscmRestApi/resources/latest/journals for daily posting matches.
3.9. Sage Intacct
• Function: GL Batch APIs
• Sample: Automated read of GL entries via readByQuery for daily reconciliation.
3.10. Stripe
• Function: Balance and Payouts API
• Sample: Retrieve /v1/balance and /v1/payouts for daily sales settlements.
3.11. PayPal
• Function: Transaction Search API
• Sample: Schedule GET /v1/reporting/transactions for daily transactions.
3.12. Square
• Function: List Payments API
• Sample: GET /v2/payments with daily timeframe filter.
3.13. Microsoft Excel Online
• Feature: Excel Online Connector—Add Row
• Sample: Configure to auto-insert daily aggregates into spreadsheet.
3.14. Google Sheets
• Function: Sheets API—Append Values
• Sample: Automate value appends of reconciled figures to financial log.
3.15. Slack
• Feature: Incoming Webhook
• Sample: Push discrepancy alert to finance channel.
3.16. Microsoft Teams
• Feature: Teams Connector—Send Message
• Sample: Notify accounting group with daily reconciliation status.
3.17. Email (Outlook/Gmail API)
• Feature: Automated daily email report
• Sample: Send structured reconciliation summaries to stakeholders.
3.18. AWS S3
• Function: S3 PutObject API
• Sample: Store daily sales and report exports securely.
3.19. Google Drive
• Function: Files API—Upload
• Sample: Auto-backup reconciled records for compliance.
3.20. Monday.com
• Feature: Boards API—Create Item
• Sample: Create task for manual review if discrepancies found.
3.21. Trello
• Function: Cards API—Create Card
• Sample: Log exception or required action for out-of-balance days.
3.22. Jira
• Function: Issue API—Create
• Sample: Open issue for unresolved reconciliation errors.
3.23. Tableau
• Function: Tableau REST API—Create Data Source
• Sample: Inject daily reconciled datasets for visualization dashboards.
3.24. Power BI
• Function: Dataset API—Add Rows
• Sample: Feed automated reconciliation results to BI dashboards.
Benefits
4.2. Enables timely discrepancy detection, supporting audit readiness.
4.3. Facilitates rapid decision-making via real-time financial insights.
4.4. Ensures reliable, secure storage and reporting for regulatory needs.
4.5. Streamlines all reconciliation steps across diverse business and technical environments in automotive electrical parts wholesale.