Financial & Back Office OperationsPurpose
1.2. Automatically generate a sales summary report that details revenues, tax, discounts, tender types, and payment statuses.
1.3. Automate the report delivery into accounting software, shared drives, and by secure email to back-office and finance teams.
1.4. Ensure error-free, timely, and auditable records for compliance and financial analysis.
1.5. Trigger automated notifications for anomalies in daily sales or reconciliation discrepancies.
Trigger Conditions
2.2. Optional: Manual override via user web dashboard click.
2.3. Automation upon closure of day in POS system, flagged by “End of Day” timestamp entry.
2.4. API webhook event from sales platform indicating final transaction batch completed.
Platform Variants
3.1. Square POS
• API: Orders API — automate fetching daily closed transactions.
• Automation: Schedule endpoint to execute GET /v2/orders with date-range filters.
3.2. Shopify
• Feature: Admin API (Order resource) — automate fetching completed orders for the day.
• Configuration: Use GET /admin/api/2023-01/orders.json?created_at_min=YYYY-MM-DDT00:00:00.
3.3. QuickBooks Online
• API: Sales Receipt endpoint — automates posting compiled daily summary as Sales Receipt.
• Setting: POST /v3/company/{companyId}/salesreceipt.
3.4. Xero
• API: Invoices endpoint — automate creating sales invoice from daily summary.
• Integration: POST to /api.xro/2.0/Invoices with sales-details payload.
3.5. Google Sheets
• API: Spreadsheets API — automates appending sales summary row.
• Setting: Use spreadsheets.values.append with current day's data.
3.6. Slack
• API: chat.postMessage — automate team alert on sales via dedicated finance channel.
• Configuration: Scheduled message with summary attachment.
3.7. Outlook (Microsoft 365)
• Feature: Automated email with attachment — automates sending summary to defined recipients.
• Automation: Use SendMail v2.0 endpoint with PDF/CSV attached.
3.8. Gmail
• API: Send Message endpoint — automate dispatching report as daily digest.
• Feature: send automatedly using /gmail/v1/users/me/messages/send.
3.9. Dropbox
• API: files/upload — automation for saving daily summary.
• Configuration: POST to /2/files/upload with sales report.
3.10. OneDrive
• API: DriveItem.Upload — automate pushing document to cloud folder.
• Setting: Use PUT /drive/items/{parent-id}:/report.csv:/content.
3.11. Zoho Books
• API: SalesTransactions endpoint — automate entry sync of daily totals.
• Integration: POST /salesinvoices with consolidated data.
3.12. FreshBooks
• Endpoint: Invoice Creation API — automates logging daily revenue.
• Setting: POST /accounting/account/{account_id}/invoices/invoices.
3.13. Sage Business Cloud
• API: Sales Invoices API — automate sending summary as invoice/journal entry.
• Feature: POST /sales_invoices.
3.14. Pabbly Connect
• Feature: Automated workflow triggers — push summary to multiple endpoints.
• Setting: Create scheduled or API event-based flows.
3.15. Airtable
• API: Table Create Record — automate sales entry to financial log base.
• Configuration: POST /v0/{baseId}/{tableName}.
3.16. Monday.com
• API: Item create/update — automate financial metrics to board.
• Setting: POST /v2 on sales summary column.
3.17. Asana
• API: Tasks endpoint — automate adding summary as task for finance review.
• Setting: POST /tasks with attachments field.
3.18. Zoho Analytics
• API: Data Import — automate sales figures to dashboards.
• Setting: POST to /api/v2/{workspace}/tables/{table}/rows.
3.19. Trello
• API: Card creation — automate card with sales data for daily checklists.
• Configuration: POST /1/cards.
3.20. SAP Business One
• API: Service Layer — automate journal entry of sales report.
• Setting: POST /b1s/v1/JournalEntries.
3.21. Microsoft Power Automate
• Connector: Scheduled Flow — automate logic for fetching, summarizing, and routing sales data.
• Setting: Define daily trigger, API pulls, and delivery actions.
3.22. AWS Lambda
• Function: Automated ETL for pulling sales, processing, and routing as per workflow.
• Trigger: Scheduled EventBridge rule.
Benefits
4.2. Ensures every sales channel’s figures are consistently and automatedly consolidated.
4.3. Enhances financial accuracy by eliminating human error through automation.
4.4. Enables automated anomaly detection for improved oversight.
4.5. Automates real-time delivery of financial insights for faster decision making.
4.6. Increases compliance and audit readiness via secure, automated, and repeatable processes.
4.7. Scales easily—adding automatable channels or outputs with minimal manual changes.
4.8. Accelerates monthly and quarterly reconciliations via daily automated log.