Sales and inventory reconciliation reports

Purpose

1.1. Automatedly reconcile restaurant sales with inventory deductions for real-time accuracy.
1.2. Automates daily, shift-based, or custom-period sales and stock matching for Central American cuisine operations.
1.3. Automates anomaly detection—flagging mismatches and suspicious discrepancies between POS and inventory systems.
1.4. Automates generation, formatting, and scheduled delivery of reconciliation summary reports to relevant stakeholders.
1.5. Automates cross-system data pulls and merges from multiple vendor and order applications (online, in-house, delivery apps).
1.6. Automator for regulatory compliance—supports required report archiving and audit trail generation.
1.7. Automates notification workflows for out-of-stock/pre-low inventory as flagged by reconciliation analysis.

Trigger Conditions

2.1. Automated schedule-based triggers (e.g., end-of-day, post-shift, weekly batch).
2.2. Real-time event-based triggers—such as order closure or stock update completion.
2.3. Manual trigger via dashboard/UI or custom webhook for on-demand reconciliation and automation.
2.4. File upload automation—trigger on CSV/Excel upload from third-party suppliers or accounting.

Platform Variants

3.1. Square POS
• Function/API: GET /v2/orders, ListInventoryCounts; automate pulling sales and itemized inventory for a given date range.
3.2. Toast POS
• Function/API: Reports API, Inventory API; automate extracting sales summary and inventory depletion for shifts.
3.3. Lightspeed Restaurant
• Function/API: Sales Totals API, Inventory Levels API; automates reconciling by exporting transaction items and syncing inventory.
3.4. Clover
• Function/API: Orders API, Inventory API; automates accessing completed orders and inventory value by item.
3.5. Upserve (formerly Breadcrumb)
• Function/API: Sales Export Endpoint, Inventory Tracking Report; automate reconciliation pulls and multiperiod comparison.
3.6. QuickBooks Online
• Function/API: SalesReceipt, InventoryAdjustment; automate cross-checking accounting vs. POS sales/inventory movements.
3.7. Sage Intacct
• Function/API: Order Entry, Inventory Control; automates financial and operations data merging for reconciliation.
3.8. Revel Systems
• Function/API: GET Sales Reports, GET Inventory; automate matching line-item sales and kitchen deductions.
3.9. Shopify POS
• Function/API: Orders API, Inventory API; automating pulling multi-location sales and on-hand numbers.
3.10. Xero
• Function/API: GET Invoices, GET InventoryItems; automate reconciling invoices vs. stock consumption.
3.11. Google Sheets
• Feature/Setting: Automated data import & Data Connector add-on; automates report output and anomaly flagging.
3.12. Microsoft Excel Online
• Function/API: Office Scripts, Power Automate; automate ingestion and reconciliation logic in spreadsheets.
3.13. Slack
• Function/API: Incoming Webhooks; automates instant delivery of flagged discrepancies to ops channels.
3.14. Microsoft Teams
• Function/API: Automated Channel Alerts; automate posting of sales/inventory mismatches for manager review.
3.15. Twilio SMS
• Function/API: Programmable Messaging API; automating SMS delivery of out-of-threshold inventory alerts.
3.16. SendGrid
• Function/API: Email API; automates email delivery of scheduled reconciliation reports with attachments.
3.17. Zapier
• Feature/Setting: Webhooks, Data Formatter; automate cross-app data transfer and mapping for reconciliation.
3.18. Airtable
• Function/API: API Record Updates; automates log storage and historical trend visualization.
3.19. SFTP Servers
• Function/API: Automated File Upload/Download; automate secure movement of batch sales/inventory data files.
3.20. Datadog
• Function/API: Custom Metrics, Alerts; automate anomaly tracking and automatedly trigger escalations.
3.21. Snowflake
• Function/API: Data Pipelines, Automated ETL; automate large-scale reconciliation for multi-site chains.
3.22. Power BI
• Feature/Setting: Dataset automation, Scheduled Refresh; automating dynamic visualization and anomaly heatmaps.
3.23. Tableau
• Feature/Setting: Data Extract & Scheduled Emails; automate report visualization and auto-distribution internally.

Benefits

4.1. Automates time-consuming manual reconciliation, reducing errors, saving labor costs.
4.2. Enables real-time or near-real-time stock and sales matching for faster issue resolution and inventory accuracy.
4.3. Automator-based alerts reduce missed restock events and prevent accidental stockouts or overordering.
4.4. Supports regulatory audit-readiness by automating compliant report archives.
4.5. Scalable automation adapts as restaurant grows—supports new locations, menu changes, or supplier integrations.
4.6. Maintains data integrity via cross-system automation—no reliance on manual spreadsheet manipulations.
4.7. Improves transparency—stakeholders receive scheduled, automated reports in their preferred channels.