Payments & FinancePurpose
1.2. Automates class revenue recognition, instructor payouts, and tax calculations, improving accuracy, speed, and compliance for wellness & spa businesses.
1.3. Eliminates manual data entry, automates invoice reconciliation, and syncs finance data across booking, payment, and accounting automatically.
Trigger Conditions
2.2. Refund initiated or transaction voided triggers automated adjustment entry.
2.3. Scheduled batch sync (e.g., daily, hourly) automates periodic reconciliation.
Platform Variants
3.1. QuickBooks Online
• Feature/Setting: Use "Create Sales Receipt" and "Create Invoice" API endpoints; configure automated triggers upon payment events from class systems.
3.2. Xero
• Feature/Setting: Automate via "Create Bank Transaction" or "Create Payment" endpoints; connect payment processors to Xero API for instant sync.
3.3. FreshBooks
• Feature/Setting: Automate "Create Payment" endpoint; connect with booking/payment app to automate income entries.
3.4. Sage Business Cloud Accounting
• Feature/Setting: Automate "POST /v3/transactions" API for direct posting; map class payment info to Sage fields.
3.5. Wave
• Feature/Setting: Use “Create Transaction” interface; automate data collection from Stripe/PayPal and push to Wave.
3.6. Zoho Books
• Feature/Setting: Automator uses “Create Invoice” and “Record Payment” APIs; set webhook triggers on payment events.
3.7. NetSuite
• Feature/Setting: Automate via RESTlet or SuiteTalk SOAP “Add Transaction” endpoints; trigger on completed payment.
3.8. MYOB
• Feature/Setting: Automate with “Create Sale” and “Record Payment” API endpoints; schedule nightly sync or real-time push.
3.9. Kashoo
• Feature/Setting: Use “POST /transactions”; configure event listeners for payment activity.
3.10. SAP Business One
• Feature/Setting: Automate via “POST /Invoices” or “POST /IncomingPayments” endpoints; trigger automation after settlement.
3.11. Oracle Netsuite
• Feature/Setting: Use “transaction.add” API; automate posting based on finance webhook triggers.
3.12. Microsoft Dynamics 365 Business Central
• Feature/Setting: Automate “POST /salesInvoices” endpoint; configure event-based posting from spa software.
3.13. Odoo
• Feature/Setting: Use JSON-RPC “account.move.create”; automate transfer upon payment completion.
3.14. FreeAgent
• Feature/Setting: Use “POST /invoices” and “POST /payments”; automator listens for transaction closure events.
3.15. Gusto (for payroll-related entries)
• Feature/Setting: “POST /v1/payrolls”; automate payouts to instructors upon class revenue posting.
3.16. Intacct (Sage Intacct)
• Feature/Setting: “create_invoice” and “record_payment” functions automated on payment webhooks.
3.17. Bill.com
• Feature/Setting: Automate "Create Bill" or "Record Payment" APIs; sync with incoming payment data.
3.18. PayPal for Business
• Feature/Setting: Automate "Payouts" and "Transactions" endpoints; connect completed payments to accounting.
3.19. Stripe
• Feature/Setting: Automate "Balance Transactions" and "Create Payout" API; webhooks feed class-specific details to accounting.
3.20. Square
• Feature/Setting: Use "Payments" API; automates export of transaction data to accounting platforms directly.
3.21. Shopify (for classes sold as products)
• Feature/Setting: Automate order and payment API webhooks; push to accounting for transaction posting.
Benefits
4.2. Streamlines reconciliation, automates GL updates, and automates compliance with local tax regulations.
4.3. Enables real-time financial visibility, automates payout calculations, and optimizes operations for spa and education-industry finance teams.
4.4. Scales with business growth as each new course or class becomes automatable with minimal admin overhead.
4.5. Provides a fully auditable, automated record of all payment and finance activities for stakeholders.