Orders, Inventory & Kitchen OperationsPurpose
1.2 Facilitate the automated transfer of sales data, inventory consumption, payment records, and tax calculations from the POS platform to the accounting solution.
1.3 Enable automating creation of journal entries, invoices, receipts, and ledger updates for every sale or refund, ensuring consistent and compliant bookkeeping.
1.4 Permit automated synchronizing of multi-branch restaurant POS data with centralized accounting dashboards for cross-location performance analytics and business intelligence.
Trigger Conditions
2.2 Refund or return processed.
2.3 Shift or day-end closeout event detected.
2.4 Inventory transaction or depletion recorded.
2.5 Scheduled time-based triggers (e.g., hourly, daily sync).
Platform Variants
3.1 Square POS
• Feature/Setting: Use Square Orders API and Payments API with automated webhook triggers for real-time sales export.
• Configure API endpoint to POST transaction data on each order completed event.
3.2 Toast POS
• Feature/Setting: Deploy Toast Partner Connect API; configure sales & refund data sync with accounting endpoints.
3.3 Lightspeed POS
• Feature/Setting: Enable automated data export via Lightspeed Accounting Integration API on invoice close.
3.4 Clover POS
• Feature/Setting: Automated webhooks for orders & payments push to accounting software.
3.5 Vend by Lightspeed
• Feature/Setting: Activate Register Closure and Sale Export API for automated daily batch syncing.
3.6 QuickBooks Online
• Feature/Setting: Automate with QuickBooks Transactions API; configure automated journal entry, sales receipt, and invoice sync endpoints.
3.7 Xero
• Feature/Setting: Employ Xero Accounting API; automate Sales Invoice, Payment, and Inventory Update triggers.
3.8 Sage Business Cloud
• Feature/Setting: Use Sage Accounting API automatedly to push sales and payment data via secure endpoints.
3.9 FreshBooks
• Feature/Setting: Sales import configured using FreshBooks Automatic Importer functions.
3.10 MYOB
• Feature/Setting: MYOB AccountRight API automator enables push of sales and payment data directly from POS export job.
3.11 Oracle NetSuite
• Feature/Setting: NetSuite REST API used to automate creation of Sales Orders and Journal Entries.
3.12 SAP Business One
• Feature/Setting: DI API used for automated posting of POS receipts, inventory adjustments.
3.13 Zoho Books
• Feature/Setting: Leverage Zoho Books Sales Orders, Invoices, and Purchase API endpoints for direct POS data input.
3.14 Microsoft Dynamics 365
• Feature/Setting: Automate with Dynamics Data Integrator for POS to Financials data pipeline sync.
3.15 Wave Accounting
• Feature/Setting: Automated CSV parsing and API upload for transaction and receipts import from POS data streams.
3.16 Revel Systems POS
• Feature/Setting: Revel API export scheduler configured to automate daily sales and refunds transfer.
3.17 TouchBistro POS
• Feature/Setting: Automated order export and cloud sync to connected accounting platform.
3.18 Upserve POS
• Feature/Setting: Utilize Upserve Data Export Scheduler for automated accounting push.
3.19 Shopify POS
• Feature/Setting: Automated order created webhook posts transaction to connected accounting software endpoint.
3.20 QuickFile
• Feature/Setting: Automation through QuickFile API for direct POS sales data import.
Benefits
4.2 Enables automating tax calculation and compliance, minimizing audit risk.
4.3 Promotes automated cash flow visibility for restaurant management.
4.4 Supports automator-driven reporting of profits and costs across locations.
4.5 Automates inventory tracking tied to sales, optimized reorder points.
4.6 Ensures automatable end-of-day and shift financial summaries.
4.7 Lowers operational costs via automation by minimizing redundant tasks.
4.8 Empowers rapid business decision-making via automated analytics.
4.9 Enables automating responses to discrepancies or unusual patterns.
4.10 Advances digitization for scalability and multi-site expansion.