Financial Reporting AutomationPurpose
1.2. Integrate sales, payroll, inventory, and operational costs for precise, timely financial insights.
1.3. Ensure compliance, enable management decision-making, streamline financial workflows, and reduce manual entry errors.
1.4. Deliver formatted, ready-to-share reports to designated emails, cloud folders, and finance tools, customized for Angler fish restaurant operations.
Trigger Conditions
2.2. New data available in sales, payroll, or expense source systems.
2.3. Manual trigger for ad-hoc reporting requirements.
2.4. API webhook from POS system signaling end-of-period batch close.
Platform Variants
3.1. Xero
• Feature: Reports API — Schedule "Profit and Loss" and "Expense Claims" report pulls; sample: GET /reports/{ReportID}?period=month_end
3.2. QuickBooks Online
• Feature: Reports endpoint — Automate P&L and expense summary exports; sample: GET /v3/company/{companyId}/reports/ProfitAndLoss
3.3. Sage Intacct
• Feature: Reporting module — Configure custom financial report templates and automate monthly delivery
3.4. FreshBooks
• Feature: Accounting API — Retrieve monthly expense breakdown and financial statements via GET /reports/ProfitLoss
3.5. Google Sheets
• Feature: Google Sheets API — Aggregate data using Sheets batchUpdate and export as PDF
3.6. Microsoft Excel Online (Office 365)
• Feature: Graph API — Automate Excel file population and scheduled delivery through /workbook/worksheets/{id}/range
3.7. Zapier
• Feature: Schedule & Webhooks — Automate workflow to fetch, process, and distribute financial data
3.8. Make (Integromat)
• Feature: HTTP module — Integrate disparate data from POS and payroll solutions
3.9. Dropbox
• Feature: API /files/upload — Auto-save generated report PDFs to shared finance folder
3.10. OneDrive
• Feature: Graph API — Save and share generated reports to specific restaurant finance folders
3.11. Gmail
• Feature: Gmail API — Send monthly report PDF as attachment with custom subject and message
3.12. Outlook 365
• Feature: Mail API — Dispatch monthly summary email with secure attachments
3.13. Slack
• Feature: Chat.PostMessage & Files.Upload — Notify finance teams of new reports and attach files in #finance
3.14. Microsoft Teams
• Feature: Graph API — Post adaptive cards and upload generated documents directly
3.15. DocuSign
• Feature: eSignature REST API — Send expense reports for review and approval workflow
3.16. Smartsheet
• Feature: Sheet API — Log summarized P&L data and automate notifications
3.17. Salesforce
• Feature: Reports & Dashboards API — Import P&L/expense data for finance CRM integration
3.18. ADP Workforce Now
• Feature: Payroll Export API — Automate payroll cost pulls for expense integration
3.19. Square POS
• Feature: Reporting API — Fetch end-of-month sales reports and export line-item revenue
3.20. Stripe
• Feature: Balance & Reporting APIs — Retrieve transaction and payout data for financial reconciliation
3.21. Zoho Books
• Feature: Reports API — Retrieve and automate sending monthly statements
3.22. Power BI
• Feature: REST API — Auto-refresh dashboards embedding current P&L and expense visualizations
3.23. Tableau
• Feature: REST API — Upload and visualize monthly reports; auto-share dashboards
3.24. SAP Concur
• Feature: Expense Report API — Automate extraction and integration of expense claims
Benefits
4.2. Delivers timely insights, supporting rapid decision-making for menu, staffing, and purchasing.
4.3. Ensures financial compliance and audit readiness with traceable, centralized reports.
4.4. Enhances collaboration as finance, management, and stakeholders access uniform, up-to-date reports.
4.5. Scales efficiently with business growth and can adapt to multiple branches or locations within the specialty seafood niche.