Purpose
1.2. Provide real-time, automatable, and accurate revenue, expense, and tax reporting to support automated financial closure and compliance.
1.3. Enable automated creation of profit/loss statements, balance sheets, and automating reconciliation tasks.
1.4. Support automated alerts for financial anomalies, payment deadlines, and tax filings.
1.5. Enhance auditability by automating standardized data flows and ensuring traceable records.
Trigger Conditions
2.2. Manual or scheduled data-export in POS system triggers the automator.
2.3. Real-time sales transaction completion automates incremental updates via webhook/API.
2.4. Scheduled sync with accounting platform (daily/weekly automation).
2.5. Automated detection of new entries in sales-ledger triggers import.
Platform Variants
• Feature/Setting: Use Square’s “Sales Data Export” API to automate JSON or CSV extraction; configure webhook for new payments.
3.2. Shopify POS
• Feature/Setting: Automator uses “Order Create” webhooks; automates export with “Shopify Admin API”.
3.3. Lightspeed POS
• Feature/Setting: Activate “Accounting Integration” API, automate export to Xero/QuickBooks format.
3.4. Clover POS
• Feature/Setting: Automate using “Payments API” for real-time data; schedule batch export via “Orders API”.
3.5. TouchBistro
• Feature/Setting: Configure “Data Export Automation” to Google Sheets or directly via API integration.
3.6. Toast POS
• Feature/Setting: Automator pulls sale records from “Toast Reporting API”; can automate based on event triggers.
3.7. Upserve (now Lightspeed Restaurant U-Series)
• Feature/Setting: Enable “Automated Exports” to SFTP, or automate via API with secure tokens.
3.8. QuickBooks Online
• Feature/Setting: Activate “Invoice API” or “Sales Receipt API”; map POS fields to ledger automatically.
3.9. Xero
• Feature/Setting: Use “Xero Accounting API” for automated pushing of daily/weekly sales; schedule via automation workflow.
3.10. Freee (for Japan)
• Feature/Setting: Configure “Journal Entry API” or “Receipts API” to automate insertion of POS data.
3.11. Money Forward Cloud (for Japan)
• Feature/Setting: Automator connects via “Accounting API” for auto-syncing sales and expenses.
3.12. Yayoi Accounting (for Japan)
• Feature/Setting: Automated data push via “CSV Import API”; schedule daily export task.
3.13. SAP Business One
• Feature/Setting: Automate via “Service Layer API” for batch posting of sales records to accounting journal.
3.14. Oracle NetSuite
• Feature/Setting: Use “REST API” to automate import of transactions; real-time automatable triggers available.
3.15. Microsoft Dynamics 365 Business Central
• Feature/Setting: “OData API” allows automated posting of POS sales to ledgers via scheduled automation.
3.16. Zoho Books
• Feature/Setting: Configure “Sales Order API” or “Invoices API” to automate daily posting.
3.17. FreshBooks
• Feature/Setting: Automator uses “Expenses API” and “Payments API” for instant entry of POS data.
3.18. Sage Business Cloud Accounting
• Feature/Setting: Enable automating data insertion by using “Sales API”; batch posting recommended.
3.19. AirREGI (for Japan)
• Feature/Setting: Use “Export Data” feature; trigger automator workflow to push to accounting platforms via API.
3.20. POS+ (Japan)
• Feature/Setting: Set up auto-exporting feature, then utilize “Transaction API” to automate accounting input.
3.21. BentoBox POS
• Feature/Setting: Use “Sales Export” with automator; map exported CSV fields to accounting API fields.
3.22. PayPay for Business
• Feature/Setting: Configure “Transaction API” to extract payment data automatically; automate push to accounting.
Benefits
4.2. Automates updates, enabling real-time financial reporting and improved decision-making.
4.3. Accelerates closing processes by automating ledger posting and reconciliation tasks.
4.4. Enables automating compliance checks for tax and legal requirements in Japan.
4.5. Improves accuracy, accountability, and traceability by automatedly standardizing sales-to-accounting workflow.
4.6. Provides a robust, scalable, automatable stack for single and multi-location businesses—future-proofing operations.