Automated weekly and monthly financial summaries

Purpose

1.1. Automate the extraction, aggregation, and reporting of all financial data to generate weekly and monthly summaries specific to gluten-free restaurant sales, expenses, ingredient costs, profit/loss, and compliance.
1.2. Automates the consolidation from POS, inventory, payroll, and external accounting systems for precise food & beverage performance oversight.
1.3. Automating scheduled email or dashboard distribution ensures all stakeholders receive up-to-date, compliant financial insights without manual intervention.
1.4. Automates audit trails by timestamping and archiving every generated report for regulatory reviews.

Trigger Conditions

2.1. Scheduled cron automation (e.g., every Sunday at 11:00 PM and 1st day of the month).
2.2. API event on new completed payroll or expense upload.
2.3. Closure of weekly accounting period in restaurant POS or ERP system.
2.4. Updated inventory or supplier cost logs detected in integrated systems.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Reports API — Automate scheduled reporting via "run report" endpoint for Profit & Loss weekly/monthly.

3.2. Xero
• Feature/Setting: Reports endpoint — Automates reading and compiling custom financial statements by time period.

3.3. Square POS
• Feature/Setting: Transactions API — Automate data pulls of sales and refunds, schedule as batch export.

3.4. Toast POS
• Feature/Setting: Reporting API — Automates daily/weekly transactions export and itemized breakdowns per gluten-free item.

3.5. Lightspeed
• Feature/Setting: Payments & Reports API — Automator triggers to aggregate sales, tax, and tips for scheduled summary.

3.6. FreshBooks
• Feature/Setting: Accounting Reports API — Automate running Expense and Revenue reports.

3.7. Zoho Books
• Feature/Setting: API "getReports" — Automates export and scheduled email of Income/Expense Statement for the set interval.

3.8. SAP Business One
• Feature/Setting: Service Layer Financial Reports — Automate filtered exports via automated scheduler.

3.9. Microsoft Dynamics 365
• Feature/Setting: Financial Reporting API — Automates custom reporting workflows by period close trigger.

3.10. Oracle NetSuite
• Feature/Setting: SuiteAnalytics API — Automates summary export and distribution for food & beverage KPIs.

3.11. Sage Intacct
• Feature/Setting: Reports API — Automate scheduled report on General Ledger, filtered by restaurant location/category.

3.12. Google Sheets
• Feature/Setting: Google Sheets API — Automates appending, summarizing, and triggering formatted financial reports.

3.13. Airtable
• Feature/Setting: Automations — Automate calculation and record rollup of filtered weekly/monthly revenues.

3.14. Shopify
• Feature/Setting: Reports API — Automate export of order, expense, and refund summaries, filtered for gluten-free menu.

3.15. Stripe
• Feature/Setting: Balance & Reporting API — Automates payout and fee summaries.

3.16. Amazon S3
• Feature/Setting: Scheduled batch data export — Automates backup/archive of every generated financial report.

3.17. Slack
• Feature/Setting: Slack API Incoming Webhooks — Automate report delivery to finance or operations channel.

3.18. Dropbox
• Feature/Setting: Dropbox API file upload — Automates archiving summaries by week/month in compliance folders.

3.19. Mailgun
• Feature/Setting: Messages API — Automates scheduled batch emails of reports to accounting stakeholders.

3.20. Microsoft Power BI
• Feature/Setting: Data Refresh & Alerts — Automate dashboards and send alerts on report completion.

3.21. Tableau
• Feature/Setting: REST API — Automates publishing and scheduled refreshing of compliance dashboards.

3.22. Zapier
• Feature/Setting: Scheduled/triggered Zaps — Automate multi-platform orchestration for end-to-end summaries.

3.23. Monday.com
• Feature/Setting: Automations — Automator sends financial report snapshots to workflow boards.

3.24. Asana
• Feature/Setting: Project triggers — Automate tracking and assignment of compliance reporting tasks.

Benefits

4.1. Automates real-time visibility into financial health, enabling rapid response.
4.2. Eliminates manual entry and reduces errors for all automatedly generated summaries.
4.3. Supports audit readiness and automating regulatory compliance with tracked, timestamped records.
4.4. Saves staff hours and automates reporting delivery, letting teams focus on value tasks.
4.5. Enhances data-driven decisions with scheduled, accurate, and automatable summaries.