Financial & ReportingPurpose
1.2. Automating consolidation of multi-location performance, product-wise sales, payment method summaries, and trend displays into a structured report.
1.3. Automatedly deliver financial analytics for inventory, cost control, cash flow, and forecasting; enable prompt decision-making for management.
1.4. Simplify auditability, compliance, and improve transparency in daily business operations through automation.
Trigger Conditions
2.2. Event-based automation: Triggered by POS closing event or batch sales closure.
2.3. Manual override: Authorized manager user can manually execute automation via dashboard.
Platform Variants
3.1. Square
• Feature/Setting: Use "List Payments" API — configure with date filter for daily sales data extraction.
3.2. Toast POS
• Feature/Setting: Connect with "Transactions Summary" API — automate to fetch daily total and itemized revenue.
3.3. Clover
• Feature/Setting: Utilize "Retrieve Orders" endpoint, filter by closure date and automate report compiling.
3.4. Lightspeed
• Feature/Setting: Set up "Sales Reports" API for location-wise, automated data pull on daily interval.
3.5. QuickBooks
• Feature/Setting: Configure "Create Report" API, automating P&L or Sales summary generation with date constraints.
3.6. Xero
• Feature/Setting: Use "Reports" endpoint — automate fetching daily summary and exporting financials.
3.7. Google Sheets
• Feature/Setting: Automate "Append Rows" via Sheets API for daily data logging and trend charting.
3.8. Microsoft Excel (Office 365)
• Feature/Setting: Automate "Add Row" via Excel Graph API to populate a cloud spreadsheet with sales data.
3.9. Slack
• Feature/Setting: Configure "Send Message" automation to post daily sales report in finance or management channel.
3.10. Gmail
• Feature/Setting: Automate "Send Email" action with PDF/Excel attachment of the generated daily report.
3.11. Outlook
• Feature/Setting: Automate sending summary email through Outlook 365 SendMail API with report file.
3.12. Dropbox
• Feature/Setting: Automate "Upload File" (PDF/Excel) of the daily report to shared directory.
3.13. OneDrive
• Feature/Setting: Configure file automation to store daily financial reports for archival and easy access.
3.14. Twilio SMS
• Feature/Setting: Automate "Send SMS" action to text sales summary to owner or manager.
3.15. SendGrid
• Feature/Setting: Automate report attachment and delivery with SendGrid "Send Email" API.
3.16. Zapier
• Feature/Setting: Automate multi-step workflow orchestration across POS, Sheets, and mail platforms.
3.17. Make (Integromat)
• Feature/Setting: Use HTTP automation to chain data extraction, report formatting, and delivery events.
3.18. Monday.com
• Feature/Setting: Automate updating a sales dashboard item/task using "Create Item" API for daily entry.
3.19. Salesforce
• Feature/Setting: Automate pushing daily sales figures to Sales Cloud using "CreateRecord" endpoint.
3.20. Google Drive
• Feature/Setting: Automate file export and structured storage of reports for audit and sharing.
3.21. Stripe
• Feature/Setting: "Balance Transactions" endpoint for automated extraction of payment settlement totals.
3.22. Zoho Books
• Feature/Setting: Automate "Reports" API to extract, collate, and e-mail daily summary to stakeholders.
3.23. Power BI
• Feature/Setting: Automate trigger to refresh dashboard via "Refresh Dataset" API post-report generation.
Benefits
4.2. Automation standardizes and accelerates reporting, supporting real-time decision-making.
4.3. Reports generated and sent automatedly improve transparency and accountability.
4.4. Automation centralizes financial performance data across platforms for multi-location torta businesses.
4.5. Enables automators to focus on strategic growth drivers instead of routine reporting tasks.
4.6. Audit trails and compliance are boosted through consistent, automated financial documentation.
4.7. Automated alerts allow early identification and resolution of operational issues.