End-of-day financial report distribution

Purpose

1.1. Automate the aggregation, formatting, and distribution of end-of-day financial reports for Spanish Grill restaurants, ensuring accurate consolidation of sales, expenses, and compliance data from various POS and accounting systems.
1.2. Automates dissemination to key stakeholders: managers, accountants, franchise owners, and compliance officials, reducing manual effort and ensuring timely delivery for operational transparency, audit readiness, and performance analytics.

Trigger Conditions

2.1. Automatedly initiates at scheduled times (e.g. 11:59 PM local time).
2.2. Automatedly responds to end-of-day POS closure status or specific signal from accounting software.
2.3. Manual trigger option for authorized users in urgent scenarios.

Platform Variants

3.1. Microsoft Power BI
• Feature: Schedule data refresh + generate report
• Config: Set Power BI service to refresh data source and export PDF on EOD.
3.2. Zapier
• Feature: Multi-app automator
• Config: EOD POS webhook trigger > format with Formatter > send via Gmail.
3.3. Google Sheets
• Feature: Scripted automation
• Config: Apps Script automates pulling sales/expense API, compiles summary, emails as PDF.
3.4. SendGrid
• Feature: Automated email API
• Config: Use /mail/send endpoint for report PDF attachment distribution.
3.5. Slack
• Feature: Scheduled messages + file upload
• Config: API posts financials PDF to finance channel via /files.upload.
3.6. Twilio
• Feature: Automated SMS/WhatsApp alerts
• Config: Send EOD summary to executives by SMS using /Messages API.
3.7. QuickBooks Online
• Feature: Financial data export automation
• Config: Schedule Reports API pulls daily performance, delivers via secure link.
3.8. Dropbox
• Feature: Auto file sync and sharing
• Config: API uploads/copies EOD report to team folder, shares link by email.
3.9. AWS Lambda
• Feature: Custom automation script
• Config: Serverless function aggregates, formats, and emails financials using SES.
3.10. Google Drive
• Feature: Automated upload and share
• Config: Drive API stores PDF, triggers email sharing to stakeholders.
3.11. FreshBooks
• Feature: Automated report export
• Config: Use Accounting API for EOD data extraction, scheduled mailout.
3.12. Notion
• Feature: Automated documentation update
• Config: API appends daily report to finance database, notifies via email.
3.13. Mailgun
• Feature: Automated transactional email
• Config: /messages API sends secured EOD PDF to compliance group.
3.14. Monday.com
• Feature: Automated report item creation
• Config: API creates daily financial item, attaches report, notifies finance team.
3.15. Trello
• Feature: Card automation
• Config: REST API adds financial report card, attaches summary for auditors.
3.16. Salesforce
• Feature: Report distribution automation
• Config: Schedule Reports tool auto-exports and emails performance files.
3.17. Airtable
• Feature: Auto-record creation
• Config: API logs EOD financials, broadcasts summary emails.
3.18. Asana
• Feature: Workflow automation
• Config: API creates EOD “Finance Done” task, attaches PDF for review.
3.19. Pabbly Connect
• Feature: Workflow automator
• Config: POS webhook > report compile route > email via Gmail/SMTP.
3.20. PDF Generator API
• Feature: Dynamic PDF creation
• Config: Merge EOD JSON data with template, output to email/send platforms.

Benefits

4.1. Reduces manual effort by automating repetitive report compilation and delivery.
4.2. Automatedly improves data consistency, accuracy, and compliance record-keeping.
4.3. Enhances real-time visibility for decision-makers through instant, automated distribution.
4.4. Automates data backup by saving EOD reports to cloud storage.
4.5. Increases operational efficiency and audit-readiness for the Spanish Grill restaurant sector.