Track and reconcile tips and payments daily

Purpose

 1.1. Enable real-time, automated tracking and reconciliation of tips and payments across all service points (dine-in, takeout, delivery).
 1.2. Aggregate transactions from multiple POS terminals and payment apps to a unified database for daily closure.
 1.3. Identify tip discrepancies and mismatches in payment figures before daily settlement.
 1.4. Export completed and verified records into accounting, payroll, and analytics systems without manual entry.

Trigger Conditions

 2.1. New transaction (sale or tip) logged in POS system.
 2.2. Shift closure or end-of-day trigger from POS or time tracking solutions.
 2.3. Scheduled reconciliation time reached (e.g., 11:59 PM daily).
 2.4. Receipt upload or cash payout logged for manual adjustments.

Platform Variants

 3.1. Square
  - API: Payments API, ListPayments
  - Feature: Poll all completed transactions and extract tip amounts.
 3.2. Toast POS
  - API: Orders API
  - Feature: Trigger webhook on order close to push payment and tip data.
 3.3. Clover
  - API: Payments API
  - Feature: Export daily batch summary with tip breakdown.
 3.4. Lightspeed
  - API: Retail POS API, Get Payments
  - Feature: Pull daily transaction records with tips for each server.
 3.5. Revel Systems
  - API: Order Service API
  - Feature: Sync order payments and tips nightly.
 3.6. Stripe
  - API: PaymentIntents API, Webhook for 'payment_intent.succeeded'
  - Feature: Capture payment metadata including tip amounts from card transactions.
 3.7. PayPal
  - API: Payouts and Transaction Search
  - Feature: Reconcile online tip receipts from takeout orders.
 3.8. Mindbody
  - API: Sales Endpoints
  - Feature: Sync spa/restaurant gratuities from staff sales.
 3.9. Xero
  - API: Accounting API, Bank Transactions
  - Feature: Import reconciled tip and payment entries for accounting journals.
 3.10. QuickBooks Online
  - API: Sales Receipts, Create Invoice
  - Feature: Post reconciled tips as payroll liabilities.
 3.11. Deel
  - API: Payments API
  - Feature: Integrate reconciled tips for contractor payouts.
 3.12. Planday
  - API: Schedule-Employee API
  - Feature: Allocate tips proportionally to shift workers.
 3.13. Deputy
  - API: Timesheets API
  - Feature: Trigger tip breakdowns per employee per shift for payroll upload.
 3.14. Google Sheets
  - API: Sheets API, AppendValues
  - Feature: Log real-time updates of tip activity for management review.
 3.15. Microsoft Excel Online
  - API: Excel REST API
  - Feature: Update reconciliation spreadsheet for multi-location rollups.
 3.16. Zapier
  - Feature: Cross-system data transfer—e.g., from POS to accounting.
 3.17. Slack
  - API: Incoming Webhooks
  - Feature: Daily summary notification of reconciled tip totals.
 3.18. Gmail
  - API: Send Message
  - Feature: Automatic emailing of end-of-day reconciliation reports to finance.
 3.19. Dropbox
  - API: Files Upload
  - Feature: Store CSV/PDF audit logs for reconciliation history.
 3.20. DocuSign
  - API: eSignature API
  - Feature: Capture digital approval for daily reconciliation reports.
 3.21. Notion
  - API: Pages API
  - Feature: Archive and tag reconciliation records for audits.
 3.22. Trello
  - API: Create Card
  - Feature: Assign review actions for flagged tip discrepancies.
 3.23. Zendesk
  - API: Tickets API
  - Feature: Log customer inquiries resulting from payment issues.

Benefits

 4.1. Removes manual reconciliation workload and error risk.
 4.2. Reduces missing tips or duplicate entries.
 4.3. Enables same-day payroll preparation and bank deposits.
 4.4. Accelerates financial compliance and internal audits.
 4.5. Improves transparency for management and staff on tip distribution.