Automatic update of financial dashboards

Purpose

1. Automate aggregation, calculation, and visualization of real-time financial KPIs for Spanish Grill restaurants, spanning sales, expenses, labor, COGS, and compliance data.

2. Automating data pulls from disparate sources into unified dashboards for rapid decision-making, regulatory alignment, and multi-location oversight.

3. Automated transformation and validation of transactional, payroll, vendor, and compliance data streams to enable error-free, always-current reporting.

Trigger Conditions

1. New financial transaction is recorded in POS, ERP, or accounting system.

2. Receipt of scheduled bank statement, payroll report, or vendor invoice in email or SFTP.

3. End-of-day/week/month closing event logged in management system.

4. Detection of data discrepancy, outlier, or compliance flag in source data.

5. Scheduled update timer (e.g., hourly, daily at close, weekly review).

Platform Variants

1. QuickBooks Online

• Feature/Setting: Configure Webhooks or Reports API to automate extraction of journal entries, invoices, and expense data.
  

2. Xero

• Feature/Setting: Use Accounting API / Reports endpoint for automated P&L, balance sheet, and custom financial report pulls.
  

3. Square POS

• Feature/Setting: Activate Webhooks and Transactions API for automated sales and refund event monitoring.
  

4. Lightspeed Restaurant

• Feature/Setting: Use Back Office API to automate export of financial summaries and daily performance reports.
  

5. Toast POS

• Feature/Setting: Automate with Partner Connect and Reporting API to push updated sales, labor costs, and tip data on change.
  

6. Sage Intacct

• Feature/Setting: Use General Ledger API for targeted, automated extraction of revenue, expense, and vendor payment data.
  

7. NetSuite

• Feature/Setting: Automate SuiteTalk Web Services for dashboard updates from financial records and period closes.
  

8. FreshBooks

• Feature/Setting: Accounting API to automate invoice, payment, and expense flow into dashboards.
  

9. Gusto

• Feature/Setting: Automated runs via Payroll Reports API for up-to-date payroll cost reporting in dashboards.
  

10. ADP Workforce Now

• Feature/Setting: Use API/Webhooks to automate transfer of employee payroll and tax compliance data to dashboards.
  

11. Paychex Flex

• Feature/Setting: Automate Employee Earnings Report API for payroll feeds and compliance snapshotting.
  

12. Stripe

• Feature/Setting: Use Balance Transactions API to automate real-time payment data for dashboard updates.
  

13. Plaid

• Feature/Setting: Automate Bank Transactions endpoint for daily cash position update.
  

14. Google Sheets

• Feature/Setting: Automate via Sheets API to push/pull and refresh dashboard data from structured sheets.
  

15. Microsoft Excel Online

• Feature/Setting: Use Microsoft Graph API to automate extraction and update of Excel-based dashboard pivots.
  

16. Power BI

• Feature/Setting: Automate via Power BI REST API to refresh datasets and visuals from financial sources.
  

17. Tableau

• Feature/Setting: Tableau Server REST API for scheduled, automated refresh of multi-source financial dashboards.
  

18. Looker

• Feature/Setting: Scheduled Looks/API automatedly triggers querying and dashboard rebuild.
  

19. Databox

• Feature/Setting: Automate external data sync via Databox API Connector for Spanish Grill metrics.
  

20. Smartsheet

• Feature/Setting: Automated data integration using Webhooks and Smartsheet API for compliance tracking workflows.
  

Benefits

1. Automatedly delivers up-to-date, error-free financial insights to managers and owners.

2. Automates compliance and audit reporting, reducing manual burden and risk.

3. Automator increases agility in operational and financial decisions for Spanish Grill operators.

4. Enables automating standard and custom KPI visualization across multi-location portfolios.

5. Automation minimizes delays and discrepancies in financial reporting and compliance workflows.

6. Automatable data pipelines reduce dependence on IT, empowering finance and operations teams.

7. Supports scalable growth and adapts to new sources through flexible automation connectors.