Daily sales summary automation

Purpose

1. Automate daily sales data extraction, aggregation, and delivery, allowing Belgian restaurants to standardize, analyze, and comply with financial reporting.

2. Ensure real-time financial visibility, auditing, and compliance by delivering accurate, consolidated sales summaries.

3. Automating cross-system data sync between POS, accounting, and owner/manager notification channels.

4. Support multi-venue roll-ups, automating summary reports for single or multiple Belgian restaurant locations.

5. Improve manual bookkeeping by automating the entire sales report collation and distribution cycle.

Trigger Conditions

1. Automated trigger at predefined daily schedule (ex: every midnight, 2:00 AM, or restaurant close).

2. Manual trigger upon POS day-end closure or on-demand by management.

3. Webhook/HTTP endpoint initiated by POS or back office.

4. Change in specific tables or data stores (e.g., record creation in a sales database).

5. Third-party file upload or report ready (CSV/XLS/PDF via SFTP/API).

Platform Variants

1. Square

• Feature/Setting: Sales Summary API — automate data retrieval with `/v2/reports/sales-summary` endpoint, scheduled daily.
  

2. Lightspeed

• Feature/Setting: Reports function — automate export via /api/rep/reports/summary endpoint or scheduled email reports.
  

3. Toast POS

• Feature/Setting: Cloud Reporting API — automate pulling daily revenue, taxes, tips via `/v2/reports/daily-sales`.
  

4. Revel Systems

• Feature/Setting: Automated Report Scheduler — auto email/export daily sales to specified endpoint or email.
  

5. Shopify POS

• Feature/Setting: Admin API — automate pulling day’s orders and payment status via `/admin/api/2023-01/orders.json` filtering on date.
  

6. Clover

• Feature/Setting: Orders API — daily automation using `/v3/orders` endpoint for filtered sales data.
  

7. QuickBooks

• Feature/Setting: Automatedly create journal entries and sales receipts via “Create Sales Receipt” API daily.
  

8. Xero

• Feature/Setting: Accounting API — automate daily sales invoices via `POST /api.xro/2.0/Invoices`.
  

9. Google Sheets

• Feature/Setting: Sheets API — automate writing daily sales into predefined sheet using `spreadsheets.values.update`.
  

10. Microsoft Excel Online

• Feature/Setting: Graph API — automate appending rows with sales data to Excel file using `/workbooks/{id}/worksheet/{id}/table/{id}/rows/add`.
  

11. Slack

• Feature/Setting: Incoming Webhooks — automate posting formatted sales summary daily to specific #finance or #management channel.
  

12. Email (SMTP/IMAP/MS Outlook/Gmail)

• Feature/Setting: SMTP send — automate sending reports attached as PDF or inline summary to recipients using automated SMTP API call.
  

13. Dropbox

• Feature/Setting: API — automate upload of generated PDF/CSV sales report via `/files/upload` endpoint daily.
  

14. Google Drive

• Feature/Setting: Drive API — automate saving daily sales summary to shared folder via `files.create` and `files.update`.
  

15. Zoho Books

• Feature/Setting: Sales Orders API — automate data sync daily with `/salesorders` endpoint.
  

16. SAP Business One

• Feature/Setting: DI API — automate exporting daily sales summary via `oInvoices` and schedule delivery.
  

17. SFTP Server

• Feature/Setting: Automated upload — use authenticated file transfer to send daily sales summary to auditors or HQ SFTP drop.
  

18. Power BI

• Feature/Setting: REST API — automate pushing dataset with sales figures via `POST /datasets/{dataset_id}/tables/{table_name}/rows`.
  

19. Tableau

• Feature/Setting: REST API — automate refresh and publish summary dashboards using `/sites/{site-id}/views/{view-id}/data` POST triggers.
  

20. WhatsApp Business API

• Feature/Setting: SendMessage endpoint — automate daily summary as WhatsApp notification to owners/managers for instant access.
  

Benefits

1. Automation eliminates repetitive manual data extraction and reporting, ensuring accuracy and timeliness.

2. Automated financial monitoring reduces risk of compliance error in Belgian restaurant operations.

3. Real-time insights from automated sales summaries support cost-saving, forecasting, and operational improvement.

4. Automated cross-platform delivery (cloud, email, messaging) adapts to stakeholder preferences.

5. Automated archiving and backups of daily summaries support audit-readiness and streamline audits.